1 Foundations
Kick-off, goals, and access. Core navigation, contacts, organisations, deals, and activities set up to match your sales cycle.
CRM Training
Pipedrive Training with Flowbird
Practical, hands-on Pipedrive training programmes that fit the way your team works. From initial setup and pipeline design to automation, reporting and adoption, we help you ride the learning curve smoothly and turn Pipedrive into a system your people actually use.
Definition
What is Pipedrive Training?
Pipedrive training with Flowbird is a tailored programme that gives your team the skills and confidence to use Pipedrive every day. We start with the essentials — account setup, pipeline management, contacts, deals and activities — then build from there. For growing teams, our training dives into automation, custom fields, dashboards and adoption tactics. Sessions are practical, role-based and aligned to your sales process so learning sticks, usage grows and your CRM becomes a tool people actually want to use.
Why Pipedrive Training matters
- Boost adoption Teams follow best practice and use Pipedrive consistently — fewer workarounds, better data, faster ramp.
- Streamline processes Tailored pipelines, fields, and automation remove admin, tighten handoffs, and speed up cycle time.
- Improve forecasting Cleaner inputs drive clearer dashboards — giving leaders reliable visibility of pipeline and performance.
Implementation
How we help you implement Pipedrive Training
We structure delivery so your team can apply changes immediately — with clear outcomes each step of the way.
2
Optimisation
Pipelines, custom fields, and automations tuned to your process. Quick wins to remove admin and improve data quality.
3
Performance
Dashboards, reporting, permissions, and team habits. Managers get the visibility they need; users leave confident.
Timeline
What progress looks like at 30 / 60 / 90 days
30
Foundations working
- Users trained on navigation, contacts, organisations, deals, and activities.
- Core pipeline mapped to your sales stages and live.
- Quick wins shipped to remove obvious admin drag.
60
Process optimised
- Custom fields and views aligned to reporting needs.
- Automations in place for handoffs, reminders, and updates.
- Team habits embedded with light-touch coaching.
90
Performance visible
- Dashboards giving managers reliable pipeline visibility.
- Forecasting cadence agreed; data quality trending up.
- Plan for ongoing enablement and periodic refreshers.
Principles
Remember
- Keep it real – Training and automation work best in your live environment, not in slides or theory.
- Fit it to you – Fields, stages and automations should reflect your actual process, not a generic template.
- Build steady habits – Small, repeatable actions create lasting change; one-off workshops rarely do.
Trusted tooling
We work with your stack
Certified across the platforms you already use.
HubSpot 
Pipedrive 
Make 
HALO 
ActiveCampaign FAQ
Common questions
Who is Pipedrive Training for?
Sales teams, managers, and ops leads using or moving to Pipedrive. We tailor content by role so everyone leaves confident.
How do you deliver the training?
Remote or on-site. Sessions are interactive with live demos in your environment, exercises, and clear take-home resources.
Do you provide follow-up support?
Yes — from refresher workshops to advisory hours and optimisation sprints to keep momentum and adoption high.
Ready to elevate your sales game with Pipedrive?
Let’s build a training plan around your process and targets — and get your team winning in Pipedrive.