This course will show you how you can get started and how Pipedrive can greatly improve your sales results.

Course overview

Setting up the right visual sales process is key to your success. A good sales pipeline is a proven way to speed up deal closing and to stop deals from falling through the cracks. Let's check out how the sales pipeline works in Pipedrive.

pipeline

Vizualize and customize your sales process

Pipeline View

Pipeline view

In the early stages of your lead generation process, you may find yourself with a lot of potential deals sitting in the early stages of your pipeline, not ready to move forward through the sales process but also not cold enough to be lost or deleted. This can cause a lot of clutter in your workspace and can distract you from focusing on the deals that need your immediate attention. 

Pipedrive's Leads inbox is a separate inbox to keep your prequalified Leads in before they become deals. Once you decide which Leads can be qualified, you can easily convert them to deals and add them directly into your pipeline to start your sales process.

Leads Inbox (Beta)

KB Article - Leads Inbox (beta)

Leads inbox

There are people out there in the real world you need to talk to in order to make your sales grow. So, let's see how your contacts are displayed in Pipedrive and how to track the actions and processes connected to them.

Learn about Pipedrive's data structure

How is Pipedrive data organized?

How your data is organized

Customize your Pipedrive account to match your company's needs. Create fields and filters that are suited to how you operate.

custom_fields

Run powerful reports using custom data

Custom Fields

Custom fields and filtering

To see how Pipedrive fits your team's needs, add a new user, get them set up within seconds and test drive Pipedrive together.

add_user

How to invite your team and start selling

How can I add a user?

Invite your team and start selling

Sync your external email account to Pipedrive (Gmail, Outlook, etc.) to keep your sales conversations in one place and prevent deals from falling through the cracks.

email_inbox

Email sync, group emailing, templates and tracking

Email Sync

Sales inbox

Annoyed by searching for phone numbers and the outcomes of past conversations? Forgot to write down notes for your last call? Want to play back a call? Have everything available to you in one place using Pipedrive’s in-app Caller. Do less dialing and more closing!

salesphone_full

Make and record calls without leaving Pipedrive

In-app caller

Sync your external calendar to Pipedrive (Gmail, Outlook, etc.) to make sure you never miss an important meeting or deal-related activity.

nylas_calendar_sync

Bring harmony to your schedule

Calendar Sync

Calendar sync

Contacts are vital in sales, so sync your external contacts to Pipedrive (Gmail, Outlook, etc.) to keep all your important information in one place.

contact_sync

Sync any major contact provider with Pipedrive

Contact Sync

Contacts sync

Keeping track of your progress is one of the most important parts of sales. The Pipedrive Insights feature will allow you to create custom reports so you know exactly what you have accomplished so far, and what you will need to improve on in order to hit your targets. 

There are two sections to the Insights feature:

The Reports section will allow you to create a visual representation of your sales performance in Pipedrive. You can then add these Reports to your Dashboards section, a collection of Reports, customizable by each user to show exactly what you need to focus on.

How to use the Insights area

KB Article: Insights Reports

Insights - Reports, Dashboards, and Goals

Have valuable data stored in a spreadsheet like Excel or another CRM program? Easily import the information into Pipedrive without missing a beat.

import_data

Import spreadsheets or migrate from another software

Importing data into Pipedrive with Spreadsheets

Import data

Take your calendar, contacts, deals, notes and everything you need to sell on the go. Make auto-logged sales calls and updates to deals as they happen.

A sales machine in your pocket

Pipedrive mobile

If Pipedrive wasn't a powerful tool enough tool as is, we also have 100+ third-party integrations that further expand what your account can do.

marketplace

Boost your sales process

Pipedrive Marketplace Apps Integration

Marketplace

Get started with the basics

This section of the Academy is dedicated to hosting on-demand webinars from the Pipedrive Community that focus around the Product itself. Coming to you from the product engineers and managers themselves.

Intro - Product Webinar Walkthroughs

Don't Let Your Hot Leads Go Cold

Product Talk: Accelerate Your Lead Stream

Join us for a first look at how Sales Docs is evolving in Pipedrive.

Sign and Seal your Deals Faster

Webinar: Sales Docs - (Smart Docs)

VP of Product Krishna Panicker unveils a sneak peek into the Pipedrive product roadmap for 2021.

Product Talk 2021

In this webinar, you’ll learn about:

- Following-up and efficiency boosters like our Group emailing feature, which can help in the busy day-to-day operation of your business.

- How to build an efficient calling workflow and record the details of conversations with our Caller feature.

- How to use our chatbot system, LeadBooster, to let your prospects qualify themselves.

- Zoom integration (coming soon).

Pipedrive Webinar: Remote comms (calls, emails, chatbot)

Pipedrive webinar: Remote comms (calls, emails, chatbot)

Automate mundane tasks to improve your efficiency -sounds a bit complicated? Let's make this easy to understand. 

Product manager Nuno Oliveira and customer success manager Jennifer Hardy walk you through Workflow Automation and how to build better efficiency using it.

 Building efficiency through automations

KB article: Workflow Automation

Building efficiency through automations

A demo and Q&A of the new navigation and Insights reporting brought to you by the product managers themselves.








New Navigation + Insights 

Webinar - New Navigation + Insights

Join our in-depth overview of all email related features in Pipedrive. By the time you're done - you'll know how to send far more outreaches in far less time - all while keeping things personal and memorable. 

Email integration and all features available

We’ve been waiting… and finally the time is here! The new lead generation tool set LeadBooster.

Lead Suite can be added to any Pipedrive CRM plan to help you get more high-quality inbound and outbound leads. 

Webinar - LeadBooster (Chatbot, Livechat, Prospector, Web Forms)

Ever wish you could read your prospects’ minds? By sending live, trackable Sales Docs, you get notified whenever they’re opened or viewed so you can follow up when interest is high. 

In this webinar we will introduce you to Sales Docs – our Product Manager Jessica Stacey will share how New Sales Docs toolset streamlines and automates how sales teams create, send and manage quotes, proposals and contracts.


Pipedrive Webinar - Sales Docs

In this webinar, you’ll learn all about lead capture and qualification with Pipedrive's very own in-house tools

Add Leads from spreadsheets, your LeadBooster chatbot, or manually

Sort and filter your Leads
Converting Leads to Deals


Presenters:
Emily Howard - Customer Success Manager at Pipedrive
Michal Smetana - Lead Product Manager at Pipedrive

Webinar: Capturing and qualifying leads

Knowledge Base Article: Leads Inbox

In this webinar, Seda Sahradyan (a Product Manager with Pipedrive) will demonstrate how to build better reports and dashboards with our new Insights feature using real customer examples. You can use it to track your business performance inside of Pipedrive without the need of additional tools. You can also use this to spot gaps and opportunities for development.

Want to build better dashboards and reports?

Knowledge Base Article: Insights feature

Product walkthroughs

Taken from real-world-cases; learn some of the most common do's and do not's when setting up your Pipedrive account. You'll save time, stay more organized, and get more out of Pipedrive by knowing these simple tips. 

Tips and tricks + mistakes to avoid

Better Ways of Using Pipedrive - Episode 1 

Better Ways of Using Pipedrive

When trying to optimize your business, you may notice that acquiring and qualifying your leads takes up a huge amount of time in the initial stages of your sales process. You can practically guarantee that there are many people that you cannot find the time to talk to, because you are trying to talk to other leads and discern how interested they are. Sometimes, it is just better to give your customers the easiest path to let you know that they are interested. For that, Pipedrive has created the LeadBooster Add-on, including the Chatbot, Live Chat, Web Forms, and the Prospector tool. 

leadbooster_chat

Learn how a chatbot will engage visitors and automatically qualify leads on your website

Leadbooster

Generating leads with LeadBooster

Learn how to use the Web Visitors add-on to unveil the mystery of your customer's journey - allowing you to approach your prospects anticipating their needs and making a more impactful first impression.

Tutorial: Web Visitors Add-On

Web Visitors Add-On

Automate Lead Generation and Qualification 

Have you experienced data becoming a mess? In this course we will introduce you to those features that will help you best structure your data.

When you need to take a closer look at your contact or deal, check out Detail View. See information and related items in one overview along with all past actions and activities associated with the deal or contact.

detail_view

Your one stop shop for detailed information

Detail View

Detail view

With the Important fields feature, you can see when data is missing from your most vital fields in Pipedrive so you can go get that information, improve your data quality and close that deal.

data_police

Improve your data quality

Important Fields

Important fields

Working like a spreadsheet within Pipedrive, List View allows you to generate filtered reports based on the information in your Pipedrive database.

filters

Custom filters and bulk editing

Bulk Editing and Filtering

List view

When you have many different team members putting in new data into your Pipedrive account, you're bound to overlap your information and create duplicates. One of the best ways to keep a clean Pipedrive database is by using the Merge Duplicates feature.

Merge duplicates

A clean database is an effective database

Organize your sales data

Here's everything that happened in 2020 in a convenient playlist. Sit back and enjoy.

In Case You Missed It - What happened in 2020?

ICYMI - What happened in 2020?

The Live Chat feature is a functionality added to your LeadBooster playbook flow that will allow you to engage directly with your website visitors and personalize your lead qualification process. 

Whether from your desktop or one of Pipedrive's Android or iOS apps - you'll be able to chat with your prospects live directly from Pipedrive and qualify them live as you talk.

We'll notify you on any device the moment a chat is requested - so you can now react quicker to engaged web visitors and convert more leads to customers.

LeadBooster Live Chat 

KB Article: LeadBooster Live Chat

LeadBooster Live Chat

In this video, you will learn how to sync up Mailigen and Pipedrive.

Mailigen Syncbot tutorial

Products can be linked to deals, which in turn can be linked to clients or specific contacts. Easily set ownership of each product within your company, create duplicates and delete products in bulk when necessary. Products are also a visible option within your filters, allowing you to narrow down or export your data according to product variables.

Products

Create a customizable catalog of your company's goods including costs, notes and more

Products Catalogue (beta)

Products catalogue (beta)

This is a full demo of Pipedrive designed to introduce you to the main features. 

General overview (Full demo)

General overview

Introduction of eSignatures built into Pipedrive

eSigantures promo

eSignatures promo

A quick overview of Mailigen and its features

Mailigen Promo

Mailigen promo

This virtual panel discussion starts the conversation about the issues facing sales and marketing in a time of crisis (COVID-19).

Featuring: 

Matt Heinz - one of Top 50 Most Influential People in Sales Lead Management
Lisa Coyle - Co-CEO of 360 Payments

Sales and Marketing Amid the COVID-19 Epidemic

Sales and marketing amid the COVID-19 epidemic

Pipedrive continues its webinar series, Sales & Marketing Expert Voices, with a live discussion on macroeconomic issues affecting sales and marketing in light of the coronavirus.

The webinar will feature Matt Heinz, sales expert on, “The move from "selling with empathy" to "compassionate urgency.""

Speakers:

Moderator: Chris Shipley, Innovation analyst

Special Guest: Matt Heinz - one of Top 50 Most Influential People in Sales Lead Management

The move from “selling with empathy” to “compassionate urgency” with Matt Heinz

COVID-19 has forced businesses around the world to adapt and evolve the way they operate. While some of the old rules of selling still apply, without face-to-face interactions, sales and marketing strategies inevitably need to shift in order to keep up with current market demands and changes. 

During this webinar Daniel Disney (The Daily Sales) and Max Altschuler (Sales Hacker) are going to be talking about a digital-first approach: suggesting strategies for completing the entire sales process virtually and put forward tools and platforms which all good salespeople and marketers should consider to enable them to weather the storm that is going to impact businesses for months ahead.

Daniel Disney is one of the world’s leading social selling and LinkedIn experts with more than 17 years of experience. He is a published author and blogger, keynote speaker, sales coach and consultant for businesses around the world. In 2018 alone his LinkedIn content reached 164,000,000 people and he was crowned the 14th most influential sales expert on LinkedIn in the world. Daniel is also a Fellow of the Institute of Sales Management (ISM), listed on the Rise Global List as a global sales expert, and a sales lecturer at Portsmouth University

Max Altschuler is the founder and CEO of Sales Hacker, a media company focused on improving the future of B2B sales. The company regularly hosts a number of conferences, webinars and meetups all around the world. Max is also the author of the bestselling book Hacking Sales: The Playbook for Building a High Velocity Sales Machine.

Moderator: David Bullock, crisis communications manager @ Pipedrive


Why you should shake up your marketing and sales strategy in a global pandemic

Why you should shake up your marketing & sales strategy in a global pandemic

Join us for our first episode where Caroline Chayot (Atomico), Marie Moesgaard (Pleo) and Claudia Moreira Leitão (Pipedrive) discuss how companies can successfully scale their business by keeping their DNA.

Lead the way: Why culture is key to growth

The enforcement of lockdown restrictions by governments around the world has led to big implications for economic activity and very few companies have escaped this colossal shift. 

As lockdown measures begin to lift, businesses around the world will need to plan ahead to anticipate the shape of the recovery and be ready for the new reality. Those whose sales and operations span the entire country or several customer segments will need to reimagine their product, sales offerings, and channels to match the large-scale shifts in consumer incomes, attitudes, and behaviors. 

In this webinar, we are going to discuss how to develop and maintain high-performing sales teams in a remote environment. We are talking about tools and strategies for overcoming the loss of face-to-face meetings, keeping teams motivated, and empowering them to meet their goals.

Speakers:

Richard Smith, Co-founder and Head of Sales at Refract, an AI-powered sales coaching platform
Patrick Linehan, Founding Partner of Linehan Group, a consultancy firm specializing in sales growth strategies for organizations around the world

Moderator: David Bullock, Crisis Communications Manager at Pipedrive.

Developing and maintaining high-performing sales teams in a remote environment

Session focus: Sales - Past/Present/Future & Retainment of Customers through Optimization/Tools

Originally from Estonia, Timo got his first real taste of sales as a door-to-door salesman, reaching the top one percent with the Southwestern Company. Afterward he went on to build sales and management trainings throughout the Baltics, before eventually co-founding Pipedrive in 2010.

Gustavo got his start in the competitive field of sales in São Paulo (where he’s from). Working as a sales representative in the pharmaceutical field for over 10 years, he gained a lot of insight into the informative side of sales. In 2015, he made the move to Estonia and has since been working with Pipedrive at the main office. 

'Ask Me Anything' LIVE WEBINAR #1 - Timo Rein and Gustavo Bianco

'Ask me anything' LIVE WEBINAR #1 - Timo Rein and Gustavo Bianco

2020 Highlights

Overcoming objections in sales relies on good sales training techniques. Watch this video and share it with your team to help develop their sales objections handling skills, so they can close more sales.

How to handle this objection like a pro

Overcoming Objections in Sales: "I'm not interested"

Overcoming Objections in Sales: "It's too expensive"

Overcoming Objections in Sales - "I need to talk to the team and get back to you". How do you handle this sales objection like a pro after you have presented a detailed proposal? For more guidance read our article: 

https://www.pipedrive.com/en/blog/overcoming-sales-objections

Overcoming Objections in Sales: "I need to talk to the team and get back to you"

This video reveals how you can discover which of these reasons is the actual reason for their sales objection, and overcome the sales objection, by asking one good question.

Overcoming Objections in Sales: "Could you send it to me in an email?"

When confronted with this objection, you need to find out who the best person to talk to is and how you can get through to them.

Overcoming Objections in Sales: "I’m not the best person to talk to about this"

When you hear this objection, you need to find out if it’s genuine, or if they’re just trying to end the conversation.

Overcoming Objections in Sales: "We’re good, I’m happy with what we have right now"

Overcoming Objections

Making sure your team is aligned when it comes to sales is quite crucial. This course will align you and your team and set you up for success.

Get an overview of the most key features when it comes to working together in a team. Avoid duplicating work or missing updates and get everyone going in the same direction.

Align with your team to increase Pipedrive's value

Collaborate with your team

Goals are a great way to keep track of your sales objectives and making sure that you and your team consistently meet the targets that keep your business running.

statistics_goals_beta

Track your teams sales objectives

Goals

Looking to set up specific permissions for your users to control which actions they can perform within Pipedrive? We've got you covered.

advanced_permissions

Assign Admins and control user permissions

Permission Sets

User permissions

If you'd like to limit the visibility of your items to specific users in your account, then we've got an easy solution for you.

visibility_groups

How to share or restrict visibility of deals and contacts

Visibility Groups

Visibility groups

Get full transparency into user access and security-related activity in your Pipedrive company account, as well as tips on how to improve the security of your business data.

Pipedrive Academy

Featured videos

In Case You Missed It - May 2021

Smart Docs Demo (Professional tier)

Overcoming Objections in Sales: "It's too expensive"

Better Ways of Using Pipedrive - Episode 1

Insights - Reports, Dashboards, and Goals

Product Talk: Accelerate Your Lead Stream

Courses

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