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Pipedrive training

A well set up system is 50% of success. The other 50% is done by the people who work with the system.

You'll be working with CRM every day and it's important that you manage it to the best of your ability.

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Shoptet
Rohlig
Profesia
Fortuna
Royaldent
Cleverfarm

What the training will bring

Faster closing of deals
Faster closing of deals
Focus on the highest probability trades
Focus on the highest probability trades
More closed deals
More closed deals
Bigger trade deals
Bigger trade deals
Satisfied traders
Satisfied traders
The joy of trading
The joy of trading

What we will discuss

With us, you will learn to close more deals. You just need to know these few features.

Business notice boards
Business notice boards

How do job boards work, how to move business cases forward, what value do you have at each stage.

Merchants' activities
Merchants' activities

You start with the first call, continue with the meeting, presentation, offer creation and end with the closing of the deal.

Lost Deals
Lost Deals

You don't always win a business case. We'll show you the tricks to win even the losing deals.

E-mail communication
E-mail communication

We'll show you tricks on not only how to sync emails, but how to write them and track if a customer has already opened an email.

Reports
Reports

How do you set up a customized report? And what data can you track? We'll show you more than that in Pipedrive's advanced reports.

Filtering
Filtering

See the right data you need to see. We'll teach you how to filter correctly in CRM.

Reference

Interested in training?

We'll get in touch with you, go over your needs and be happy to tailor-make a Pipedrive CRM training course for you.

FAQ

Is all training the same?

The content is the same, but it is customized to your Pipedrive setup. The length of the training may vary depending on the format and number of participants.

Do you do only online training or also in-house training?

We do both online training as well as on-site training. In both cases we try to record the training for further use by the customer.

How long does the training take?

Normally we range from 2 hours to 8 hours. It depends on the number of participants and the range of Pipedrive settings.

You only train salesmen?

We train all Pipedrive users. Primarily this is for traders and how to use Pipedrive to close as many deals as possible. We also train marketers that use Pipedrive for campaigns, newsletters and other forms of communication. For some companies, other departments are also involved - for example, delivery teams, compliance teams, project managers. We have created training templates for each role to help them master Pipedrive.

Interested in a custom solution?

We'll connect with you, walk you through your processes and tell you how successful companies do things. If you're interested, we'll show you how to proceed and help you with your entire digital transformation process.

Contact us
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Tomas Wiesner CEO | Dáváme s.r.o.
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