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Getting started with Pipedrive

This course is for anyone interested in learning how to use Pipedrive’s CRM. Our detailed onboarding guide covers how to get up and running with the CRM and includes plenty of helpful information on its core functionality.

List of lessons

This course will show you how you can get started and how Pipedrive can greatly improve your sales results. What you will learn:
1. Welcome to Pipedrive
Welcome to the “Getting started with Pipedrive” course. This module will introduce you to Pipedrive’s CRM and talk you through what we’ll look at in this course. We hope you enjoy the videos!
1. Welcome to the “Getting started with Pipedrive” course
2. The essentials
In this module, we’ll look at Pipedrive’s essential functionalities. Learn how to organize data, use our sales pipeline and add and work with deals in these Pipedrive CRM demo videos.
1. Understanding Pipedrive: How your data is organized
2. Pipeline: Keep track of your deal progress
3. Deals: Bread and butter of your sales pipeline
3. How to win the deal
Winning deals is what it’s all about. This module features four tutorials on features to help you win more deals. There are Pipedrive CRM demo videos covering the Leads Inbox, the Sales Inbox and follow-up activities to re-engage the customer.
1. Contacts: Stay connected and track communications
2. Leads Inbox: Manage and generate more leads
3. Sales Inbox: Manage your email account without leaving Pipedrive
4. Activities: Get closer to your sales goals one task at a time
4. Setting up and customizing your account
Pipedrive is an extremely customizable piece of crm software. This module will show you how to set up a Pipedrive account for you and your team members and use our Insights feature to create detailed performance reports.
1. Company account: Give your team more granular access
2. Personal preferences: Customize your account
3. Import and export: Get all your data into your account
4. Insights: Sales reports to keep you in the know
5. Wrap up
To wrap things up, we’ll show you a few handy resources and links that can help you get even more out of Pipedrive. We hope you’ve enjoyed this tutorial video course!
1. Wrap-up: Useful resources and links
2. Certification Quiz: The Basics of Pipedrive
3. Let us know what you think
4. Course Completion


What is a sales training program?
A sales training program is a course – be it virtual, on-site or on-demand – designed to equip your salespeople with the skills to maximize revenue. Online sales training is convenient and has several advantages over in-person training. For example, it allows sales professionals to complete an e-learning program at their own pace.
What is a sales academy?
A sales academy is a space featuring a range of courses and videos for training salespeople. These usually include tutorials to help foster stronger customer relationships, increase revenue and strengthen sales skills. The courses can be multi-part instructor-led training, self-study or more concise lessons that focus on particular aspects of the sales process.
What is the Pipedrive Academy?
The Pipedrive Academy is where you’ll find courses, videos and tutorials to help sales professionals level up their sales skills. It features guides that’ll teach you how to get started with Pipedrive’s CRM, how to become an email marketing pro, how to build a successful sales pipeline and much more.
What company has the best sales training programs?
The best sales training programs are those that suit your sales team the most. There are many things that contribute to a successful sales strategy. These include building strong customer relationships, making sure to follow up on time, running smart email marketing campaigns and maintaining a healthy sales pipeline. Pipedrive’s Academy doesn’t only guide users on its software – it helps salespeople acquire sales skills that can be applied to whichever tool they use.
How do I build a sales training program?
There are endless resources available when it comes to training your sales team. Sure, you could trawl the internet looking for the right materials, or you could use one of the guides in the Pipedrive Academy. These courses are tailor-made to help you to achieve sales success, understand email marketing and build a successful sales pipeline.
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How to get most out of Pipedrive?

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.
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