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.
2 hours
CRM System Essentials
Introduction to CRM systems and their importance
Overview of Pipedrive CRM and its unique features
Accessing the system and user navigation
2 hours
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
2 hours
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
2 hours
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
2 hours
Marketing Tools in Pipedrive CRM
Setting up chatbots for lead engagement
Creating and integrating web forms
Running email marketing campaigns
Automating marketing communications
2 hours
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
2 hours
CRM System Automation
Understanding triggers, conditions, actions, and delays
Automating repetitive tasks for efficiency
2 hours
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
Pek Transport
A logistic company with in-house sales and marketing teams that generates more than 2000 leads per month and closes 350+ deals every month.
The problem
Team resistance to change the old system
No 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
Tools implemented for long term success:
Tools:
Integrations:
As a result, the partner received
37%
AI cut sales & marketing costs by
Automated and created marketing and sales playbooks to save time
Doubled revenue
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
Who Should AttendPipedrive training sessions?
Sales teams, managers, and business owners looking to maximize their CRM efficiency.
Do I Need Prior Experience With Pipedrive?
No prior experience is required. Our training starts with the basics and progresses to advanced features.
Is There a Certification Upon Completion?
Yes! Participants Receive a Certificate After Completing Each Training Module.