Pipedrive Academy

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

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

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.

With the Pipedrive Invoicing integration with Quickbooks you can create and send Quickbooks invoices directly from Pipedrive while linking products and contacts. You also have the ability to set up default accounts and tax rates so you won’t have to worry about manually setting them up in the future.

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!

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.

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.

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

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.

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

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.

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.

If Pipedrive wasn't a powerful tool enough tool as is, we also have 350+ third-party integrations that further expand what your account can do.

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

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

This section of the Academy is dedicated to hosting on-demand webinars from the Pipedrive Community that focus on the product. Coming to you from the product engineers and managers themselves.

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

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.

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.