Steven Logreira

Most small business owners have an automated marketing system in place. But few have the same for sales. Remember that marketing is how you get the leads and sales is what you do with those leads. Having a system for what to do with those leads and automating that system is as important as the marketing component. Think of sales and marketing as a relay race. Once marketing has done its' job, then it passes the baton to sales to finish the race. Do you have a shoe box full of business cards that you haven't follow up with? Are you using spreadsheets, post-it-notes or notebooks to track your leads and follow up? Think about how many leads are you wasting that fall through the cracks without a system to keep track of it all? And if you do have a process, how much time does all of this tracking by hand take? Also, once they are a client, how do you manage that relationship? Tasks, appointments, notes, documents, accounting, etc. I consult for and help businesses optimize, streamline and automate their sales process by setting up Pipedrive integrated with other useful applications like Acuity Scheduling and Scheduleonce to set up appointments and Activecampaign for follow up email campaigns; among other useful integrations such as document signing, accounting and VoIP calling. The possibilities are many with Pipedrive! I have worked with clients in the following industries: - Coaching - Sales consulting - Marketing consulting I am a Pipedrive Certified Consultant. Pipedrive is an easy to use, yet powerful sales focused CRM that helps you manage your leads from initial contact, through converting that lead into a paying client, and then managing the ongoing relationship with that client.