Pipedrive training sessions that make your sales team more efficient
A mere technical installation is not enough; the true value of a CRM comes from its proper use. Saleshusky’s Pipedrive training sessions are designed to eliminate resistance to change and teach your team the best practices with Platinum-level expertise. We help you leverage automation, improve data quality, and close deals faster.
Pipedrive training packages
Basic user training
New users and sales teams
45-minute overview of your organization’s needs
A two-hour training session, which includes among other things:
- Sales pipeline and activity management
- Utilizing email and calendar integrations
- Effective use of the mobile application in the field
Best-practices -guide
Admin user training
System administrators and sales management support
A two-hour training session during which the following topics will be covered:
- Company settings
- Management of permissions and visibility groups.
- Customizing data fields
- Building automations
- Deep dive into Insights reporting and dashboards
Themed trainings
LeadBooster & Inbound automation
Strategic lead management, not just a chatbot
Designing chatbot paths: Building converting conversation paths for different customer segments.
Live Chat workflows: How the sales team responds effectively and when the bot handles the job.
Web form optimization: Automatic enrichment of leads and routing to the right salespeople.
Using the Prospector tool: Targeted new customer acquisition from the Pipedrive database.
More high-quality leads directly into the sales pipeline without manual work.
Projects – From Store to Delivery Without Interruptions
Integration of project management into the sales process
Automatic project creation: How a won deal automatically transitions into a project.
Task templates: Standardizing recurring project phases and task lists.
Visibility of resourcing: Project tracking and dashboards for management.
Collaboration between teams: Communication between sales and implementation in the same view.
Less information clutter in emails and a smoother transition from sales to implementation.
Campaigns – Modern Marketing in CRM
Seamless collaboration between sales and marketing (Smarketing)
Segmentation strategy: Dynamic management of customer lists based on Pipedrive data.
Building an Email Journey: Automated message threads that handle leads for you.
Analytics and tracking: How to interpret clicks and opens from a sales perspective.
Brand-compliant templates: Creating ready-made, professional email templates.
Marketing communication is always based on the latest sales data, which improves conversion.
Advanced Insights – Master Course in Data-Driven Leadership
Sales management tools for forecasting.
Customized dashboards: Visualization of key KPI metrics (e.g., sales cycle length, win rate).
Sales Forecasting: Building a Reliable Forecasting Model.
Team-level monitoring: How to support salespeople based on data.
Decision-making is based on real-time facts instead of gut feelings.
Smart Docs – Electronic Contract Process
Speeding up and professionalizing the bidding process.
Dynamic quotation templates: Automatic information retrieval from products and customer cards.
E-Signatures and tracking: When the customer opened the offer and how the signature is handled legally.
Version control and collaboration: How the team edits documents in real-time.
Shorter sales cycle and a more professional first impression for the customer.
Comprehensive Pipedrive guidance
As a Platinum Partner, we have the latest information on Pipedrive’s new features, such as AI-based tools. Our training sessions are not general lectures; they are tailored around your company’s own sales pipelines and processes.
Practicality: You learn things that matter in your sales work tomorrow.
Certified trainers: The trainers are experts certified by Pipedrive.
Frequently asked questions
Absolutely. Unlike generic tutorials, SaaShop’s training sessions are always built around your Pipedrive environment and your own sales processes. We will go through the most critical workflows for you, the data fields you have defined, and the integrations that your team uses daily. This way, we ensure that the learned concepts are directly applied in practice.
The administrator (Admin) is the heart of your company’s CRM. In the Admin training, we provide you with the tools for independent system management: you will learn to modify sales pipelines, manage user permissions, build automations, and create important reports for management. A well-trained administrator saves the company thousands of euros in external consulting fees, as small changes can be made quickly in-house.
We offer both options. Our most popular method is interactive remote training (e.g. Teams or Zoom), allowing us to also record the session for your team’s later use. If necessary, our experts can come to your office to conduct a workshop-style training day, which is an excellent way to engage the team, especially during extensive CRM changes.
Resistance to change often arises because the system is perceived as extra work. Our training focuses on the “WIIFM” (What’s In It For Me) mindset: we show salespeople concretely how Pipedrive eliminates routine tasks, remembers things for them, and helps them earn more commission. When the salesperson realizes that the system is a tool for assistance and not a monitoring tool, the usage rate increases immediately.
Absolutely. Unlike generic tutorials, SaaShop’s training sessions are always built around your Pipedrive environment and your own sales processes. We will go through the most critical workflows for you, the data fields you have defined, and the integrations that your team uses daily. This way, we ensure that the learned concepts are directly applied in practice.