Sales Success Starts with the Right Training
Implementing Pipedrive CRM is only the first step. To truly benefit from it, your team needs the right training to use the platform efficiently. Our hands-on sessions guide you through every feature, from pipeline management to automation, so you can sell smarter and faster.
Advantages
Hands-on Training
Practical exercises for real-world application.
Modular Approach
Choose only the topics relevant to your business.
Expert Instructors
Learn from certified Pipedrive specialists.
Increase Productivity
Reduce resistance from your team.
Custom Solutions
Adapt the system to fit your specific business requirements.
Training Modules & Topics
Our training is designed to cover all aspects of Pipedrive CRM, including sales, automation, and marketing tools.
CRM System Essentials
- Introduction to CRM systems and their importance
- Overview of Pipedrive CRM and its unique features
- Accessing the system and user navigation
Sales Pipeline Management
- Creating and managing deals
- Understanding deal stages and progress tracking
- Attaching products to deals
- Sending emails directly from Pipedrive
- Closing deals: Won & Lost status management
- Setting up and tracking activities
Daily Workflow & Task Automation
- Managing daily tasks using the Pipedrive calendar
- Controlling workflow efficiency and activity monitoring
- Project management tools and pipeline tracking
- Filters and lead management techniques
Pipedrive Mobile Application
- Mobile app features and setup
- Managing deals and activities on the go
- Adding notes, files, and voice memos
- Enhancing communication with real-time updates
Marketing Tools in Pipedrive CRM
- Setting up chatbots for lead engagement
- Creating and integrating web forms
- Running email marketing campaigns
- Automating marketing communications
Customizing Pipedrive for Your Business
- Creating custom sales funnels
- Setting up custom fields for deals, contacts, and organizations
- Designing email templates for seamless communication
- Customizing project stages and templates
- Managing products and modifying activity types
- Defining reasons for lost deals
CRM System Automation
- Understanding triggers, conditions, actions, and delays
- Automating repetitive tasks for efficiency
Employee Performance Monitoring & Reporting
- Utilizing dashboards for real-time insights
- Setting and tracking sales goals
- Generating and analyzing reports
- Importing and exporting data for strategic decision-making
Case studies
A logistic company with in-house sales and marketing teams that generates more than 2000 leads per month and closes 350+ deals every month.
- Team resistance to change the old system
- Not having sales and marketing manuals
- Lack of knowledge of how to use CRM in a better way
Stamina Company provided Trainings for 2 months in collaboration with PEK Transport, including all topics described above
.svg){kind=icon}
Learn to use your CRM like an expert
Optimize workflows, enhance communication, and drive better results!
Get Started Today!
Facilitate your team with Pipedrive CRM expertise and take your sales to the next level.
Frequently Asked Questions
Sales teams, managers, and business owners looking to maximize their CRM efficiency.
No prior experience is required. Our training starts with the basics and progresses to advanced features.
Yes! Participants Receive a Certificate After Completing Each Training Module.