We'll have a 1 - 1.5 hours conference call with screen-sharing enabled. While adjusting different settings, you'll have a chance to explore various features, and ask questions.
We'll send you a summary in an email with instructions how to continue. You'll be able to proceed on your own or engage with Deidis to make your life easier.
During the guided setup session, you will have to create a new Pipedrive account. Should you want to use an existing Pipedrive account, please get in touch with us first to clarify a couple of practical points.
After you reserve a spot, depending on availability we'll have around 15 minutes talk. From our experience the session is normally scheduled within 1 week, and takes 60-90 minutes. Then it will take us a couple of days to summarise everything. You'll spend around 2 hours in total but they might be distributed throughout a week or more.
If you show interest in working with Deidis and you need more time to get into Pipedrive, we'll be able to extend your trial period from 14 days to 30 days or more. Hopefully this will relieve the stress from you while you're preparing to switch to Pipedrive.
Every company has a different sales process, and to tune the toolset isn't possible within 2 hours, it's normal. Our objective is to cover you with basics, put you on track faster, and let you continue on your own until you need guidance from Deidis.
During guided setup we have a chance to help and learn. Our internal KPI is to the success of our customers, even if it's a one-time no-commitment relationship. Deep inside we hope that it's a start of a long-term project.