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Carla Rodriguez
Pipedrive CRM Expert- Sales Automation, Revenue Operations
AGILIZA
Pipedrive CRM Expert- Sales Automation, Revenue Operations
I am a Pipedrive expert, I use it since 2015.
I have helped more than 50 companies costumize Pipedrive to their processes and train in sales productivity best practices.
For 11 years I have beed focused on improving business processes by implementing technology and ensuring user adoption.
I use Zapier to help companies automate their processes and scale their business, especially in sales, marketing and costumer success.
-> If you're a B2B business looking to organize and grow your business, i can help you with:
- Costumize Pipedrive to your needs
- Automate your end to end processes
- Pipedrive training
- Optimize your actual Pipedrive set up.
Lead Conversion Flow for B2B and B2C
Updated:
12/15/23
4.5
19 People love it
average rating is 4.5 out of 5, based on 19 votes, People love itIf you don't have a consistent messaging channel, you've got a long-term strategic problem. Use this Playbook to steady your email performance and use alternative direct media channels within your automation sequences.
Stats Tell You Why:
Gmail is notorious for blocking email, sending commercial messages to spam, and searching for delivery remedies consistently spikes every few months.
- As of April 2020, Google has 6 million businesses paying for G Suite, while it has 120 million G Suite for
Education users.
- In 2022, there are 1.8 billion Gmail Users
Email is crowded!
- The average worker gets 121 messages per day. How do you stand out?
I collaborated with Ehsan Khalil and the client services team at Makesbridge to bring this effective strategy to large-scale dental marketing. Ehsan's and his team honed their understanding of email marketing, managing Gmail issues, and multi-channel messaging through their work with over 500 engagements worldwide over the past 12 years.
If you purchase leads and have multiple list-building sources, try this Playbook for 30 days to boost your Gmail delivery performance, test MMS, and increase ROI.
Salesforce B2B/B2C Communication
Updated:
12/15/23
4.5
21 People love it
average rating is 4.5 out of 5, based on 21 votes, People love itThis playbook completely automates the process of scheduling meetings with new SFDC Leads and takes them through an omni-channel marketing automation system for lead nurture and sales follow-up.
Email is crowded!
- The average worker gets 121 messages per day. How do you stand out?
I collaborated with Ehsan Khalil and the client services team at Makesbridge to bring this effective strategy to large-scale digital marketing. Ehsan's and his team honed their understanding of email marketing, managing email delivery issues, and multi-channel messaging through their work with over 500 engagements worldwide over the past 12 years.
If you need a tried and tested nurture sequence for your Salesforce leads, try this Playbook for 30 days to boost your email delivery performance, test MMS, and increase ROI.
Pipedrive B2B/B2C Communication
Updated:
12/15/23
4.5
21 People love it
average rating is 4.5 out of 5, based on 21 votes, People love itThis playbook completely automates the process of scheduling meetings with new Pipedrive Leads and takes them through an omni-channel marketing automation system for lead nurture and sales follow-up.
Email is crowded!
- The average worker gets 121 messages per day. How do you stand out?
I collaborated with Ehsan Khalil and the client services team at Makesbridge to bring this effective strategy to large-scale digital marketing. Ehsan's and his team honed their understanding of email marketing, managing email delivery issues, and multi-channel messaging through their work with over 500 engagements worldwide over the past 12 years.
If you need a tried and tested nurture sequence for your Pipedrive Leads, try this Playbook for 30 days to boost your email delivery performance, test MMS, and increase ROI.
Web to Lead Gen
Updated:
12/15/23
4.5
21 People love it
average rating is 4.5 out of 5, based on 21 votes, People love itThis playbook makes lead gen easy for you by automating your sales conversations with new leads that land on your website. Newly generated leads are added to a multichannel lead conversion flow that helps you grow your sales opportunities and close more deals.
I collaborated with Ehsan Khalil and the client services team at Makesbridge to bring this effective strategy to large-scale digital marketing. Ehsan and his team honed their understanding of email marketing, managing email delivery issues, and multi-channel messaging through their work with over 500 engagements worldwide over the past 12 years.
If you need a tried and tested lead gen communication sequence, try this Playbook for 30 days to boost your email delivery performance, test MMS, and increase ROI.

Makesbridge
Makesbridge has the highest user ratings on AppExchange and G2Crowd. My firm has demanding clients who need to know we’re on top of their KPIs and adding value. Makesbridge’s staff go out of their way to make us look brilliant to clients. The pay-as-you-go pricing is perfect for clients who value flexibility or are just getting started with Saashups.

Pipedrive
Pipedrive is my go to CRM for my clients looking to optimize their sales processes. Pipedrive is a robust sales management platform that provides a clear and organized view of all sales activities, helping my clients close deals faster. By using Pipedrive, my clients can streamline their sales pipeline, prioritize their follow-ups, and track their progress in real-time. The platform is designed to be user-friendly, with a visual sales pipeline that makes it easy for my clients to see where each deal stands, and what actions need to be taken next.

Zapier
Zapier's broad reach in app cloud automation works in combination with Makesbridge's data hosting and automation backbone to allow my clients and I to create unlimited custom automation playbooks to fit their unique needs. With Zapier's easy-to-use interface and wide range of integration options, my clients can automate tasks such as data entry, email management, and project tracking. The platform's robust functionality and integration capabilities, in combination with Makesbridge, allow my clients to streamline their workflows and focus on their core business activities.
Specialized in improving, sales and marketing processes, especially in the B2B segment. I am well-versed in Pipedrive CRM and its ecosystem.
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