We set up Pipedrive around how you sell, connect it to email, ERP and marketing, and automate the office work around it, from approvals and documents to forms and reports, in Microsoft 365 or Google Workspace.
Website forms, email and events create leads in the CRM, with source and consent recorded.
Pipelines, activities and quotes in Pipedrive, with email and calendar synchronised.
Discounts, offers and contracts approved in a defined flow and signed electronically.
Won deals become customers and orders in the ERP, with invoices visible to sales.
We start from the tools already in place and propose new ones only when they are clearly justified. As a Pipedrive Authorized Partner, we set up, integrate and support Pipedrive; if another CRM suits you better, we tell you.
The process review: flows, data ownership and the automations worth doing.
One pipeline and one automation live with a small group, on real data.
Migration, integrations and further automations added in steps, each verified by the people who use them.
Integrations monitored, small changes on request, periodic review of data quality and adoption.
Open deals with a next activity, weekly active users and data completeness.
Hours of retyping and manual steps removed, measured against the process review.
From first contact to order in the ERP, against today's baseline.
Few fields, clear stages and an activity on every deal: a CRM the team keeps using.
Every piece of data has one owner and flows once, with errors visible and logged.
Consent, retention and access rules for personal data, in line with the nLPD and the GDPR.
Our management team has worked with organisations in insurance, pharmaceuticals, consumer goods, industrial manufacturing, public administration and higher education. Operating from Ticino, under Swiss law, for Swiss and Italian companies.
It is built around a visual pipeline and sales activities, which makes it quick for sales teams to adopt. We are a Pipedrive Authorized Partner; if another CRM fits you better, we say so.
Yes. The process review tells you whether to improve the current set-up, integrate it with your other systems or migrate.
We automate on the suite you already use: Power Automate, SharePoint and Teams on Microsoft 365; Apps Script, Forms and integration platforms on Google Workspace.
It depends on the number of sources and the quality of the data. The process review gives you a dated plan before you commit.
We map which personal data each system holds, sign processing agreements with each provider and apply consent and retention rules, in line with the nLPD and the GDPR.
Thirty minutes to look at your sales process, your tools and where work is done twice.
Book a 30 minute callPrefer to write? info@prescient.ventures · +41 77 529 85 58