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

13 videos, total length 31:14

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

Fields Per Pipeline - How to Declutter Your Detail Views

Now You Know - From A Pipedrive Pro

9 videos, total length 40:16

Learn how to use Important Fields to declutter your detail views by hiding all fields except the ones that matter during that specific stage of the sales process.

Sales Pipeline Academy: By Co Founder Timo Rein

12 videos, total length 23:40

We’ve built sales software for more than five years, and spent the previous 10-plus years in sales management. Now, we’ve compressed our sales pipeline knowledge into 12 chapters over 48 pages. Download the ebook here: https://www.pipedrive.com/en/resources/sales-pipeline-course

Automate Lead Generation and Qualification

2 videos, total length 17:56

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

10 videos, total length 22:20

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 25:37

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.

Growing With Pipedrive - Custom-Fit Pipedrive to Suit Your Business’ Needs

Growing With Pipedrive Webinars

5 videos, total length 3:55:11

Join Pipedrive pro James Campbell and Customer Success Team Lead Tonya Kilgore for a discussion and Q&A session on all elements of Pipedrive that can be customized to suit your business needs. This is an important topic for many of you who are just getting started, but even if you're familiar with Pipedrive you'll likely learn some new tricks in this webinar.

Course overview: Never forget a follow-up

Lead Nurturing - Never forget a follow-up

11 videos, total length 42:14

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 46:51

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 11:33

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 19:30

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

13 videos, total length 57:50

Learn what's improved in June 2021. If you work with your bulk editor a lot, you'll be pleased to know you can monitor the status of your edits as they progress. We've also improved Insights dashboard reports by expanding addition information from your graphs and providing access to detail views right from the Dashboard, which is great if you ever need to look closer at the data affecting your reporting. But don't miss out on our new State of Sales Report you can download for free here: https://www.pipedrive.com/en/blog/state-of-sales

Growing With Pipedrive - Automations Introduction

Growing With Pipedrive: Workflow Automations to Drive Efficiencies and Save Time

5 videos, total length 21:11

Join us in this special evolving course about workflow automation. Starting with the basics, and exploring a few more complex workflows; Pipedrive veteran James Campbell will guide you along the way. Don't forget to tell us which use-cases you want to see demonstrated in the form at the end of the course!

Growing With Pipedrive - Insights: Intro

Growing With Pipedrive: Insights, Reports, Dashboards, Goals, and How to Improve Performance

6 videos, total length 14:34

In this course we'll take a deeper dive into the Insights area of Pipedrive. Setting goals and tracking your revenue is all well and good, but Insights can be used to detect losing and/or winning patterns in your process. Whether it be team performance, product sales, forecasted revenue, or goals tracking - Insights is where you go to crunch the data and evolve the way you do business.

Custom-fit Pipedrive to Suit Your Business’ Needs

9 videos, total length 41:03

If you've ever found yourself wondering what elements of Pipedrive can be customized - we've got the right how-to's for you here in this course. From custom fields, stages, pipelines, dashboards, reports, document templates, and more - learn all the ways you can visualize your process and bring it to life in an efficient way.

Campaigns by Pipedrive

6 videos, total length 19:08

Campaigns by Pipedrive lets you create beautiful email communication, engage your customers and manage all of your data directly in your Pipedrive account. But to use this tool you need to follow a few steps.

Accounting & invoicing

3 videos, total length 15:42

With Smart Docs you’ll save valuable time in the negotiation process by creating proposals or quotes directly from the deal detail view. Learn how it works and what professional level features you can take advantage of.

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

18 videos, total length 47:48

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 24:01

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 34:30

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 02:12

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.

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.

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).