Outblox
Pipedrive ยท Affiliate Partner

Pipedrive consultant for small B2B teams

I clean up Pipedrive and build on it for small B2B teams. One field sales team of about 20 reps starts each morning in a system I built on theirs, with new leads arriving researched every week.

Lead engineAbout 500 researched, priced leads a week
Your PipedrivePipeline

New

Contacted

  1. Reply draft ready

Talking

  1. Call score 9/12

Proposal

Won

MirrorEvery deal and email copied out on a schedule, including history Pipedrive overwrites
Grey is Pipedrive as you have it. Purple is what I build around it; scores and drafts sit beside each deal in the reps' view. The deals are placeholders.

On one team's Pipedrive since February

3,844deals pushed into Pipedrive, out of 255,806 businesses the system looked atThe CODA case study
~88,000deals copied out of Pipedrive and kept current, so reports show what actually happened
Pipedrive Affiliate PartnerPipedrive Affiliate Partner

How it works

  1. 01Look through it

    Stages, fields, duplicates, and the add-ons on the bill.

  2. 02One meaning per stage

    Stages and fields the whole team uses the same way. You sign off on every bulk change.

  3. 03Build on top

    Researched leads pushed in as deals, and a rep view where each deal has its call score and a one-click reply draft.