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Pipedrive Training

A well-configured system is 50% of success. The remaining 50% comes from the people who use it.

You'll be working with your CRM every day, so it's essential to master it to its full potential.

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Shoptet
Rohlig
Profesia
Fortuna
Royaldent
Cleverfarm

What will the training bring?

Faster Deal Closures
Faster Deal Closures
Focus on High-Probability Deals
Focus on High-Probability Deals
More Closed Deals
More Closed Deals
Bigger Business Opportunities
Bigger Business Opportunities
Satisfied Salespeople
Satisfied Salespeople
Enjoyment in Sales
Enjoyment in Sales

What will we cover?

With us, you’ll learn how to close more deals. All it takes is mastering these key features.

Sales Boards
Sales Boards

How boards work, how to move deals forward, and how to track the value at each stage.

Sales Activities
Sales Activities

You’ll start with the first call, move on to meetings, presentations, creating offers, and finish with closing the deal.

Lost Deals
Lost Deals

Not every deal will be won. We’ll show you tips on how to still gain value from lost deals.

Email Communication
Email Communication

We’ll show you tricks not only for syncing emails but also for writing them and tracking whether the customer has opened them.

Reports
Reports

How to set up custom reports? And which data can you track? We’ll dive into advanced Pipedrive reports.

Filtering
Filtering

View the right data you need. We’ll teach you how to filter correctly in CRM.

References

Jana Ducháčková
Jana Ducháčková Head of Customer Service, Nobilis Tilia

“Dáváme helped us implement CRM into our systems. They listened to all our requirements and executed them using external services. Before the full launch, they trained everyone working with the CRM, and they continue to be there for us whenever we need support.”

Jakub Salát
Jakub Salát Marketing Manager, Prochazka & Partners

"Together with Dáváme, we migrated from Salesforce to Pipedrive and set up all processes and automations for our sales, business development, and marketing teams. Now, we have a robust system integrating a variety of third-party tools, giving us a clear overview in one place. This allows us to better understand our clients' needs."

Are you interested in training?

We’ll get in touch with you, discuss your needs, and be happy to prepare a tailored Pipedrive CRM training for you.

FAQ

Are all trainings the same?

The content is the same, but it's tailored to match your Pipedrive setup. The duration may vary depending on the format and number of participants.

Do you offer only online training, or in-person as well?

We offer both online training and in-person sessions at your company. In both cases, we aim to record the training so you can reuse it later.

How long does the training take?

Typically, our sessions range from 2 to 8 hours. It depends on the number of participants and how complex your Pipedrive setup is.

Do you train only salespeople?

We train all Pipedrive users. Most often, it’s salespeople, focusing on how to use Pipedrive to close more deals. But we also train marketing specialists who use Pipedrive for campaigns, newsletters, and other communication. In some companies, other departments are involved too – like delivery teams, compliance, or project managers. For each role, we have tailored training templates to help them master Pipedrive.

Interested in a custom solution?

We’ll connect with you, analyze your processes, and share insights from successful companies. If it interests you, we’ll guide you through the steps and support you throughout your digital transformation.

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