Pipedrive is a deal-driven customer relationship management (CRM) solution that functions as an account management tool and may help with marketing and the sales process. Our Pipedrive CRM Training will help you to take a proactive approach to organizing your records, sales activity calls, and emails instantly and synchronizes calendars across devices.

Pipedrive’s ability to see the sales process from beginning to end may particularly appeal to most small to mid-sized enterprises (SMBs). This may enhance productivity while also eliminating internal second-guessing, which is one of the most common reasons CRM projects fail.

In this article, we will be breaking down all the steps in using Pipedrive and a number of its features showing why using it is a must. Let’s begin! We will also give you the option to try it for free for thirty days.


4-Step Guide to Using our Pipedrive CRM-Training

1.   Set up your pipeline stages

Your sales pipeline is a diagram of your sales process. It is entirely adaptable to your working style. Choose a template or name the stages after the actions you take to complete sales. You are already starting to develop a pipeline when you get those initial thoughts about individuals and businesses who could necessitate what you sell.

You most likely have many prospects in mind. Some of them will be resolved and closed, while others will not. However, your pipeline will be formed by these interactions and how they develop. You create a pipeline by developing a series of steps that go from an initial concept to a completed transaction – these are the stages of your sales.

It is also crucial to note that the phases of your sales must correspond to your prospects’ or customers’ buying stages. Everyone’s purchase cycle is different, but believe that knowing your clients and how they prefer to shop helps.

2.   Focus on sales actions

You must keep transactions on track and be aware of the sales actions you must perform after you have your pipeline phases written out. What are the characteristics or circumstances that will assist you in advancing your transaction from stage to stage as you move through? It may be sending a written proposal, identifying stakeholders, or budget approval. Each step has an event that drives the project forward.

Remind yourself that instead of focusing on the finish line, which is the sale, you must concentrate on the steps that lead to it. Any activity that pushes your deals closer to completion is referred to as a sales activity. A phone conversation, lunch, meeting, email, or anything in between can be used. Make a to-do list and let Pipedrive remind you when it’s time to accomplish it.

You can manage the actions, but not the outcomes, to keep the pipeline running. Setting goals for yourself, such as how many proposals you send and new prospect contacts you make every day, is the greatest way to ensure that your deal flow does not slow down.

3.   Track progress towards goals

After you have established your baseline, maintaining track of your progress will help you gauge your progress. It also aids those who track in recognizing when they have reached a halt in their development. This is beneficial since it allows you to adjust your route. You have a good idea of what went wrong and why.

Pipedrive training acts as a coach, monitoring your performance as you complete activities and move transactions ahead. It estimates your average conversion rate so you can figure out how many fresh leads you need and what actions you need to accomplish to reach your goals. Real-time reports let you know if you are on track, giving you enough time to correct your path if necessary.

4.   Optimize and grow

Companies today already have access to a plethora of information. Data is perhaps the most valuable resource a company can have. You may use data to promote good change and assist the success of your company. Every business decision should be based on factual information. Pipedrive’s data analytics can offer you vital insights that can help you make the best decisions for your business and customers.

Moreover, while decision-makers and experience are essential, business-related judgments should be based on evidence. It is impossible to make smart judgments regarding inventory management, pricing tactics, and other business considerations without data. Even when it comes to hiring new employees, actionable data may assist you in determining how many to hire and how to deploy them effectively.

Pipedrive’s simple analytics streamline your sales process. It is no longer necessary to close your eyes and hope for the best. Automations take care of administrative duties, while integrations with your favorite tools help you save time. All that’s left now is to fine-tune your winning strategy and set even loftier objectives.

Pipedrive CRM Training Features

1.   Communication tracking

Create an infinite number of contacts and organizations, and view complete contact activity timelines. Manage sales discussions from your chosen mailbox, with emails linked to offers and contacts automatically. Make sales calls directly from your web browser for easy call monitoring, recording, and analysis.

2.   Leads and deals management

Create a visual representation of sales with infinite, customized pipelines and begin sliding deals to win. To keep your pipeline clean and focused on transactions, gather all of your leads in one place. To prioritize your greatest catch, follow up and qualify new leads from a single location. With easy and completely configurable online forms, you can generate high-quality leads for your pipeline.

3.   Automation

Automate recurring administrative activities to eliminate busy work and learn from artificial intelligence. So you do not have to worry about what to do next, your AI-powered sales mentor enhances your performance with tailored recommendations. Find important information about connections that can help you close business quickly.


Pipedrive is one of the most user-friendly CRM platforms today. You will be able to expeditiously get started, and the user interface is basic enough that you will spend less time fiddling with it and more time focusing on your next sale.

You will be pleased with the outcomes if you follow this ultimate Pipedrive CRM Training guide. In summation, set up your phases and concentrate on your sales actions rather than the final objective. Then, keep track of your progress toward your goals. As you advance, use the data and analytics you have gathered to optimize and grow. There is no time to waste! Try Pipedrive, free of charge for 30 days.

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