Skip to content
Ready to elevate your sales game with Pipedrive? Contact Flowbird today for bespoke training solutions tailored to your needs.

Pipedrive Training with Flowbird

Welcome to Flowbird, your trusted partner for mastering Pipedrive, the leading CRM solution designed to empower sales teams. Our comprehensive Pipedrive training programmes are tailored to meet your specific needs, whether you're just getting started or looking to refine your expertise. Let us guide you through the nuances of Pipedrive, from the basics to advanced features, and unlock the full potential of your sales pipeline.

Business people meeting in the office

Basic Training: Laying the Foundation

Our Basic Training course is designed for those new to Pipedrive or CRM systems in general. We start with an introduction to Pipedrive, covering its purpose, benefits, and core functionalities. You'll gain a solid understanding of how Pipedrive can streamline your sales process and enhance your productivity.

Setting Up Your Account

We'll walk you through setting up your Pipedrive account, from creating your profile to customising your dashboard. Learn how to configure essential settings that align with your business objectives, ensuring your Pipedrive experience is tailored to your needs.

Navigating the Interface

Get acquainted with Pipedrive's user-friendly interface. Our training will cover the main sections of Pipedrive, including the Pipeline, Deals, Contacts, and Activities. We'll show you how to navigate effortlessly between these sections, making your workflow smooth and efficient.

Managing Contacts and Organisations

Understanding how to manage your contacts and organisations effectively is crucial. We'll teach you how to add, edit, and categorise your contacts, ensuring your database is organised and up-to-date. Learn to link contacts to their respective organisations, providing a holistic view of customer relationships.

Creating and Managing Deals

Deals are at the heart of Pipedrive. We'll guide you through creating and managing deals, from initial entry to closing the sale. Learn to set up custom deal stages reflecting your sales process and understand how to move deals through the pipeline seamlessly.

Activities and Task Management

Stay on top of your tasks and activities with Pipedrive's activity management features. We'll show you how to schedule activities, set reminders, and link them to deals and contacts. This ensures you never miss a follow-up and maintain consistent communication with your prospects.

Integrations and Apps

Discover how to enhance your Pipedrive experience with integrations and apps. We'll introduce you to popular integrations that streamline your workflow, such as email and calendar sync, and third-party apps that extend Pipedrive's functionality.

Advanced Training: Mastering Pipedrive

Customising Your Pipeline

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.

Advanced Filtering and Segmentation

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.

Automation and Workflow Management

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.

Email and Communication Tracking

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.

Lead and Deal Scoring

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.

Advanced Reporting and Insights

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.

Team Collaboration and Permissions

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.

Reporting: Measuring Success

Standard Reports

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.

Custom Reporting

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.

Dashboards and Visualisations

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.

Data Export and Integration

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.

Best Practices for Reporting

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.

Why Choose Flowbird for Your Pipedrive Training?

At Flowbird, we pride ourselves on delivering comprehensive and practical training. Our trainers are seasoned Pipedrive experts with real-world experience. We offer personalised training sessions tailored to your business needs, ensuring you get the most out of Pipedrive.

By choosing Flowbird, you're investing in your team's success. Our training programmes empower your sales team, improve productivity, and drive revenue growth. Whether starting from scratch or looking to refine your skills, Flowbird is here to support you every step of the way.

Contact us today to learn more about our Pipedrive training programmes and take the first step towards mastering your sales pipeline. Let's work together to achieve your business goals with Pipedrive and Flowbird.