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Implementation of Pipedrive: standard system for managing B2B sales and pipelines

We implement a global standard for active sales teams. The Activity-Based Selling philosophy in Pipedrive focuses each salesperson on key actions, eliminates idle time in negotiations, and provides leadership 100% transparency of revenue forecasts for a month ahead.

✓ Philosophy of Activity-Based Selling: the manager always knows the next action by agreement
✓ Visual multi-level pipelines with visual control of 'stuck' negotiations
✓ Built-in AI Sales Assistant for risk detection of contract breaches and tips
✓ Seamless integration with Zoom, Google Meet, Slack, calendars, and electronic signature
Pipedrive Expert B2B Sales Pipeline Activity-Based Selling Revenue Forecast Zoom / Slack Sync
Get Pipedrive funnel project
Formats and pricing
ALL IT • SERVICE SPEC
SLA 99.9%
[ Implementation of CRM Systems ] WARRANTY UNDER AGREEMENT
Visual funnel and income forecast Q4

Weighted value of deals in the funnel: $320,000. Percentage of won deals: 36.8%. Overdue tasks: 0.

⏱ Start: 1–3 days 🛡️ NDA: 100% SLA Warranty
🎯
Activity-Based
Control of manager actions
📊
Profit Forecast
Accurate Revenue Forecast
🤖
AI Assistant
Analysis of leader behavior
🤝
B2B Integrations
Zoom, Slack, PandaDoc
✓ Official contract with fixed cost of work
✓ 100% transfer of rights to code and configuration to the customer
✓ Assigned leading engineer and support 90 days
FULL TRANSFER OF RIGHTS CONTRACT + WARRANTY
[ CULTURE OF ACTIVE SALES ]

Why global and Ukrainian B2B leaders choose Pipedrive

A system created for sales by sales, where each interface element helps close more deals

[ 01 ]

Focus on results-driven actions (Next Actions)

The agreement never hangs in a vacuum. If there is no planned call or meeting — the system highlights it with a red attention marker.

[ 02 ]

Accurate financial planning (Revenue Forecasting)

The leader sees a realistic revenue graph based on the probabilities of closing each stage of the funnel.

[ 03 ]

Immediate connection to modern communication tools

Zoom calls, Slack chats, document sharing through PandaDoc/DocuSign and meeting scheduler connect with a single click.

[ 04 ]

Minimum bureaucracy — maximum live communication

Automatic filling of company data through Smart Contact Data, call recording and unified tracking of all client letters.

[ IMPLEMENTATION PLAN ]

What is included in the professional setup of Pipedrive by ALL IT Agency

We turn a chaotic sales process into a predictable pipeline with clear metrics

[ STEP 01 ] Audit

Audit of the sales cycle and pipeline construction

We analyze client types, average check, order cycle length, and design separate pipelines for different directions.

[ STEP 02 ] Regulations

Configuration of action systems (Activities) and checklists

We implement mandatory activity types (Qualification, Demo, KP, Negotiations) with duration schedules.

[ STEP 03 ] Communications

Integration of email, calendar for meetings and Zoom

Connecting two-way email synchronization, Pipedrive Scheduler for automatic client registration for meetings and Zoom.

[ STEP 04 ] Automation

Creation of automated workflows (Workflow Automations)

We configure auto-task creation upon transitioning between stages, email template sending, and Slack notifications.

[ STEP 05 ] Integrations

Integration of lead forms, website, and virtual PBX

Connecting Web Forms, integrating IP-telephony (Binotel / Ringostat / Zadarma) for recording audio calls.

[ STEP 06 ] Training & Analytics

Training the team and custom reports in Pipedrive Insights

We conduct a practical workshop on sales culture, configure activity dashboards, speed of funnel movement and conversion.

[ RATE PACKS ]

Choose a Pipedrive implementation package for your B2B team

Fixed scope of work, international standards of configuration, and official contract

For small teams of active sales

B2B Sales Pipeline Standard

Fast deployment and configuration of Pipedrive for a team of up to 7 managers: pipelines, email, and basic analytics.

Development time: from 5–7 working days
Work Scope:
✓ Design of up to 2 custom pipelines in agreement
✓ Configuration of agreement structure, organizational and contact information
✓ Connecting corporate email and calendars
✓ Configuration of activity types (calls, meetings, demos)
✓ Import of existing client database from Excel / CSV
✓ Practical training for sales team
Choose 'Pipeline Standard'
Most popular format for system companies ★ Popular

Pipeline Automation Pro

Deep configuration with automations of work processes, telephony, lead forms, and income forecasting.

Development time: from 10–14 working days
Work Scope:
✓ Everything that is included in the package «Pipeline Standard»
✓ Designing up to 4 pipelines (Cold Leads, B2B, Accounting)
✓ Configuration of 10 automated rules (Workflow Automations)
✓ Integration of IP phone (Binotel / Ringostat / Zadarma)
✓ Connection of meeting planner Pipedrive Scheduler
✓ Deep Reporting Panel in Pipedrive Insights (Conversions, KPI)
✓ 30 days of curator support and weekly reviews
Choose 'Pipeline Automation Pro'
For international companies and distributors

Global B2B Enterprise

Scalable integration: multi-level access, integration with ERP/SAP, working with international currencies and Make/Zapier buses.

Development time: from 3–4 weeks
Work Scope:
✓ Everything that is included in the 'Pipeline Automation Pro' package
✓ Support for multi-currency and regional teams
✓ Complex integration with ERP / accounting through Webhooks & Make
✓ Integration of electronic signature systems (DocuSign / Vchasno)
✓ AI LeadBooster (chatbots for qualifying leads on the website)
✓ Full support of the first month and quarterly reports
Choose 'Global B2B Enterprise'
← Swipe options →
[ ONLINE CALCULATION ]

Calculate the parameters of the Pipedrive implementation

Select parameters of your sales department to form an estimate of the timeline and composition of work

1. Number of directions and complexity of funnel: Select Variant

2. Level of automation of the routine (Workflows): Select Variant

3. Required Connections with Other Systems: Select Variant

CHOOSEN PARAMETERS OF THE SOLUTION:
⏱ Estimated Timeline: Calculation... 👥 Team: 2–3 engineers
1. Number of directions and complexity of funnel: 1–2 funnels (Direct B2B sales)
2. Level of automation of the routine (Workflows): Basic Tasks and Reminders for the Next Action
3. Required Connections with Other Systems: Email (Gmail/Outlook) + Calendar + Zoom
✓ Parameters will be fixed in the application form
Get an exact quote
[ STAGES OF COOPERATION ]

How the project is delivered

Transparent process from first contact to final release on your domain.

01
1–2 days

Funnel audit and sales methodology

We are analyzing conversions at each stage of the current funnel, reasons for negotiation breakdowns, average contract term, and requirements of the team.

02
2–3 days

Pipeline configuration and data fields

We create the structure of stages of agreements, custom fields of companies and contracts, types of activities and access rights matrix.

03
2–4 days

Synchronization of email, calendar, and phone

Connecting sales email boxes, integrating meeting scheduler, configuring call recording through the PBX.

04
2–3 days

Automation and Migration of Contacts

We program automatic scenarios, import the existing client database, and conduct test runs of agreements.

05
2–3 days

Practical training according to the methodology Activity-Based Selling

We train the team on proper work according to Pipedrive principles, show the manager dashboards for control, and accompany the launch.

Our Clients

Companies that have entrusted ALL IT Agency with the development and scaling of their digital solutions

Partner Case 6
TOV Zagin Alpha
Meregi Group
DIM Service
Partner Enterprise
Partner Case 11
Partner Case 5
Wizeclub
Valikhnovski Surgery Institute
Partner Case 6
TOV Zagin Alpha
Meregi Group
DIM Service
Partner Enterprise
Partner Case 11
Partner Case 5
Wizeclub
Valikhnovski Surgery Institute
[ FREQUENT QUESTIONS ]

Answers to common questions from customers

Key details regarding terms, independent website editing, and rights transfer.

This is the key methodology of the system: you cannot directly control the client's final decision to purchase, but you can on 100% control your own actions that lead to an agreement (calls, conducted presentations, sent commercial proposals). Pipedrive creates a clear list of actions for each manager every day, ensuring that no client is left unnoticed.

Yes. The Pipedrive Insights module allows building detailed reports per each employee: number of calls made, call duration, conversion at each stage of the funnel, average deal closing time and the amount of revenue generated.

Pipedrive — one of the best global tools for international business. It supports work with any world currencies, automatically converts deal amounts according to the current exchange rate, determines client time zones and integrates with global video communication services.

We configure integration with leading Ukrainian virtual PBX systems (Binotel, Ringostat, Phonet) through official modules and API. During an incoming call, the manager immediately sees the client's name and his open agreements, and the audio recording of the conversation is automatically stored in the contact card.

Yes, we perform correct transfer of the entire company database, contacts, open deals and interaction history without duplicates and data loss.

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Do you want to build B2B sales in Pipedrive?

Describe the structure of your sales department and the features of agreements. Our Pipedrive expert will develop a funnel project and calculate the setup timelines.

Confidentiality

Official NDA contract for system audit

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