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Supercharge your sales process by optimising and automating your Pipedrive CRM

Supercharge your sales process by optimising and automating your Pipedrive CRM
Kelly Goss
Kelly Goss
Business process automation specialist and author of "Automate It with Zapier"
Cloud Your Business Pro Ltd t/a Solvaa

We are certified Pipedrive Experts able to advise and optimise your Pipedrive CRM solution to get the best out of your business.

We specialise in optimising your Pipedrive CRM account, streamlining your processes, integrating with third-party apps and supercharging your workflows with automation.

We will help you get set up on Pipedrive and optimise the built-in features to increase efficiency, save time and allow you to focus on your business.

We will holistically analyse the way you perform your sales tasks currently, simplify your processes and build automations that optimise your sales process. We will also connect your sales process with your other business functions to empower your sales team and grow your business.

We will help to use Pipedrive’s built-in features optimally, build internal Pipedrive automations and help you connect your other tools with Zapier, the no-code automation connecter tool that has integrations with over 3000 other apps.

We will train your team to work more productively using Pipedrive, and build processes to track and improve performance to supercharge your sales and improve profitability.

We will analyse your sales processes in detail, help you to simplify them and establish better ways of working to optimise how your sales team use Pipedrive to save even more time and improve productivity.

Get in touch to see how we can help!
 
Kelly Goss
Kelly Goss
Business process automation specialist and author of "Automate It with Zapier"
Cloud Your Business Pro Ltd t/a Solvaa
 
Save time - Reduce costs - Stay agile Are you and your team drowning unproductively by spending countless administrative hours moving data between your business tools and correcting errors? Are you unsure what affordable technology is available to help you? Are you concerned with the risks of implementing the wrong fit technology? I help SMEs increase efficiency and productivity to save time, reduce costs and stay agile by simplifying, improving, automating and documenting marketing, sales, operations and financial administration processes. I work with business owners, MDs, COOs, CPOs, CSOs, CFOs, FDs, managers, assistants, accountants and bookkeepers in the UK. My area of expertise lies in professional services, SaaS, retail and e-commerce. I would describe myself as a "creative problem solver" and I have always had a passion for solving problems. I started my career as a microbiologist in the pharmaceutical and medical device manufacturing industries, leading product quality improvement projects. I then moved into entrepreneurship by co-founding a start-up veterinary clinic (just for cats!) – this was where I first began using Xero. My “multi-hat” operational role gave me first-hand experience of the productivity struggles businesses can face, and how they can thrive by embracing technology. I am now an independent business process consultant, founder of Solvaa - Discovering Efficiency, a Pipedrive Certified Expert, Xero Certified Advisor and a Zapier Certified Expert. As a passionate advocate of automation and continuous improvement, I help SMEs adopt cloud technology to achieve efficiency in their operations. What my clients say about me: “Kelly is a phenomenon, a savvy technological and business guru, a top-notch problem solver with an impeccable work ethic and a lovely person to work with. Kelly is dedicated to finding and implementing lasting, sustainable integrative solutions and to achieving measurable, quantifiable results.” “Kelly finds solutions that would stump others through her methodical, deep thought approach. Utterly reliable, consistently hardworking and produces excellent results time and again – and a lovely person to work with as well!” "I would say that Kelly is one of the best things to happen to my start-up. I stumbled upon her completely by accident, and I am just very fortunate that we did."
 

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