Pipedrive Training with Flowbird

Our Advanced Training course delves deeper into customising your Pipedrive pipeline. Learn how to create custom fields, stages, and workflows that mirror your unique sales process. We'll teach you to design a pipeline that tracks your deals and provides insightful data to drive decision-making.

Efficiently managing a large volume of data requires advanced filtering and segmentation techniques. We'll show you how to create custom filters and segments, allowing you to drill down into specific data sets. This enables targeted marketing efforts and more personalised customer interactions.

Maximise efficiency with Pipedrive's automation features. Learn to set up automated workflows that save time and reduce manual effort. We'll guide you through creating automation rules for tasks such as lead assignment, deal progression, and follow-up reminders, ensuring your team stays focused on high-value activities.

Master the art of communication with Pipedrive's email tracking features. We'll teach you how to integrate your email, track opens and clicks, and create templated emails for consistent messaging. This ensures you have complete visibility into your communication history with each contact.

Prioritising leads and deals is essential for effective sales management. Learn how to implement lead and deal scoring within Pipedrive, enabling you to focus on high-potential opportunities. We'll show you how to set up scoring criteria based on your sales strategy and automate the scoring process.

Unlock the power of data with Pipedrive's advanced reporting capabilities. We'll teach you how to create custom reports and dashboards that provide deep insights into your sales performance. Learn to interpret data, identify trends, and make data-driven decisions that drive growth.

Effective team collaboration is key for businesses with multiple users. We'll show you how to set up user roles and permissions, ensuring the right people have access to the right information. You'll also learn to collaborate within Pipedrive, share notes, and seamlessly assign tasks to team members.

Understand the suite of standard reports available in Pipedrive. We'll guide you through critical reports such as sales performance, deal conversion, and activity reports. Learn to leverage these reports to gain a clear picture of your sales health and identify areas for improvement.

Take your reporting to the next level with custom reporting. We'll teach you how to create bespoke reports that meet your specific business needs. Learn to combine different data sets, apply custom filters, and visualise data in a way that provides actionable insights.

Visualise your sales data with Pipedrive's dashboard capabilities. We'll show you how to create and customise dashboards that provide at-a-glance views of your key metrics. Learn to use charts, graphs, and widgets to monitor your sales pipeline, track performance, and communicate results to your team.

For businesses that require external data analysis, we cover how to export data from Pipedrive and integrate it with other business intelligence tools. Learn the best practices for data export, ensuring you maintain data integrity and security.

Effective reporting goes beyond just generating reports. We'll share best practices for regular reporting, including scheduling reports, distributing them to stakeholders, and using insights to drive continuous improvement. Learn to create a reporting culture that supports informed decision-making and accountability.