Pipedrive CRM

Module 1: Introduction to Pipedrive

• Pipedrive overview: sales-focused CRM built around pipeline management
• Pipedrive key objects: Deals, Contacts, Organisations, and Activities
• Pipedrive plans: Essential, Advanced, Professional, Power, and Enterprise
• Navigating Pipedrive: pipeline view, list view, and dashboard

Module 2: Pipeline and Deal Management

• Pipeline setup: stages, probability, and rotting configuration
• Deal creation: associating contacts, organisations, and products
• Drag-and-drop pipeline: moving deals between stages visually
• Multiple pipelines: managing different sales processes

Module 3: Contact and Organisation Management

• Contact and organisation record creation and enrichment
• Smart Contact Data: automatic profile enrichment from web sources
• Linking contacts to organisations and deal associations
• Import and data migration from CSV and other CRM tools

Module 4: Activities and Scheduling

• Activity types: calls, emails, meetings, tasks, and lunches
• Scheduling activities on deals and contacts
• Pipedrive Scheduler: shared availability booking links
• Google Calendar and Outlook calendar sync

Module 5: Automation and Workflow

• Pipedrive Automations: trigger-action workflow builder
• Deal stage automations: creating activities on stage change
• Email automations: sending personalised emails at key stages
• Lead scoring automation: updating deal priority based on criteria

Module 6: Email and Communication Tools

• Email sync: two-way email tracking with Gmail and Outlook
• Email templates: reusable personalised email templates
• Smart Docs: proposals and quotes with e-signature
• Calling: built-in calling with call recording and logging

Module 7: Reporting and Forecasting

• Pipeline reports: deal volume, value, and conversion rates
• Activity reports: team and individual activity performance
• Revenue forecasting: expected and weighted revenue by period
• Custom dashboards: building visual KPI panels for sales teams

Module 8: Capstone Project and Assessment

• Pipedrive pipeline setup: stages, automations, and email integration
• Deal management workflow with activity scheduling simulation
• Custom dashboard and revenue forecast report build
• Final assessment and course certification

Experience in the Industry Gain expertise from Pipedrive power users and CRM consultants who have implemented Pipedrive for sales teams at startups, SMBs, and growing companies seeking a visual, activity-driven sales pipeline CRM.

Backgrounds at the Top Our Pipedrive trainers have worked at sales-led organisations and CRM consultancies where Pipedrive is chosen for its intuitive pipeline management, ease of adoption, and strong automation capabilities.

Clear & Effective Teaching Pipedrive pipeline management, deal tracking, activity scheduling, automations, email integration, Smart Docs, reporting, and forecasting are explained with practical sales team CRM examples.

Hands-On Learning Focus Students configure Pipedrive pipelines, build automations, sync email, create smart document templates, build forecasting reports, and set up dashboards through structured hands-on lab exercises.

Up-to-Date Knowledge Trainers keep content current with the latest Pipedrive releases, Pipedrive AI features including deal summary and email composition, and evolving sales pipeline CRM best practices.