Pipedrive Academy

Welcome to Pipedrive Academy! Pipedrive Academy features CRM training videos and tutorials to help you level up your CRM and sales skills, from quick CRM courses to in-depth tutorials on specific features.

Courses

Get started with the basics

14 videos, total length 31:03

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

Product walkthroughs

12 videos, total length 7:17:52

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.

Better Ways of Using Pipedrive

2 videos, total length 38:33

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.

Automate Lead Generation and Qualification

2 videos, total length 22:39

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.

Organize your sales data

11 videos, total length 26:06

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.

2020 Highlights

19 videos, total length 7:54:45

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

Overcoming Objections

6 videos, total length 25:36

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.

Get your team on board

9 videos, total length 18:19

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.

Lead the Way

1 video, total length 58:13

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.

Never forget a follow-up

12 videos, total length 50:00

Learn about some nifty features to make sure you'll never forget to follow-up and maintain that precious relationship with your customer.

Automate manual work and save time

14 videos, total length 50:37

Learn all about how you and your team can save shiploads of time with the help of automations, data syncs and much more.

Make sales results easier to predict

5 videos, total length 10:39

Learn about some helpful features to help you make educated decisions regarding the revenue of your company.

Integration webinars

4 videos, total length 1:43:04

Leadfeeder is a lead generation & website visitor tracking tool that identifies real companies visiting your website that would have otherwise gone unnoticed. By integrating with Pipedrive, you’ll fill your pipeline with more quality leads and simplify your sales process.

Migrating your data from spreadsheets and other CRMs

7 videos, total length 19:22

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.

Sales and marketing amid the COVID-19 epidemic

Sales and marketing voices

5 videos, total length 3:20:47

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

In Case You Missed It

12 videos, total length 55:41

Learn what's improved in May 2021. Smart Docs just got smarter with Pro-level features. But there are several improvements for ALL pricing plans including @mentions for you and your team. Join our Pipedrive Community to share and learn from other sales and marketing professionals in the industry. https://community.pipedrive.com/

Accounting & invoicing

2 videos, total length 04:14

With the Pipedrive–Xero integration app you can now create invoices from the deal details view without having to send emails to your accountants or copy/paste data between Pipedrive and Xero.

Marketplace

3 videos, total length 05:11

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.

Customer support

1 video, total length 02:58

Missive lets teams manage shared inboxes and collaborate around emails, SMS and social media messages. Chat, share attachments and assign tasks right from your inbox. Use shared labels to organize conversations by project or department.

Essential

19 videos, total length 50:40

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.

Advanced

9 videos, total length 23:04

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.

Professional

9 videos, total length 33:36

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!

Proposals & contracts

1 video, total length 01:27

Power up Pipedrive with proposal generation and eSigning functionality that can manage the entire sales cycle in a single tool.

Bots & messaging

1 video, total length 02:26

The Dealbot provides real-time updates on Pipedrive deals to the rest of your team in Slack to provide visibility and context

Task management

2 videos, total length 04:45

Combine the benefits of two powerful management tools with Pipedrive’s integration with Asana. Your sales team will be able to cooperate smoothly with Asana teams in your organization, as well as benefit from plenty of time-saving features.

Lead generation

2 videos, total length 04:09

Phone solutions

3 videos, total length 08:50

Start calling in minutes with the Kixie Dialer for Pipedrive. Make more sales calls with PowerCall dialing and automated call logging with recordings.

Integration platforms

2 videos, total length 04:09

Import2 Wizard is a simple and easy to set up tool that lets you import, export and sync your business data between your favorite apps and Pipedrive. Import2 Wizard supports all important data objects in Pipedrive: activities, people, organizations, deals, notes, pipelines, users, stages and more.

Analytics

1 video, total length 01:01

Make your Pipedrive data more valuable by visualizing your pipeline and sales performance in Plecto. Create custom Pipedrive dashboards that display all the information important to you. Get an unbeatable overview of your real-time business performance and keep track of your KPIs for your organization and for your employees.

Full demos

5 videos, total length 1:22:46

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

Ask Me Anything: Building and maintaining sales stack

Ask us anything

2 videos, total length 2:02:36

Please join us in our second AMA session, this time with Dan Murphy and Tim Berman, 2 salespeople that decided to take it upon themselves to build the first Pipedrive community (in Facebook).