PIPEDRIVE AUDIT - This is a great option if you (or someone on your team) would like to become the 'Pipedrive champion' at your company. On a 90-minute call (recorded) I will audit and optimise your account, help implement structural changes and train you on key features. The outcome of this call is for us to determine the most effective way to use Pipedrive for your sales process and train your ‘Pipedrive champion’ on how to use key features.
TEAM TRAINING WORKSHOP - Book a 2-hour training workshop (recorded) and I will train your team on Pipedrive best practices and common mistakes to avoid. The purpose of training is to make sure sales people know how to use Pipedrive on a daily basis and adopt key principles, including how and when to move deals, use of custom fields, logging activities, sending email and tracking progress using reports and the dashboard.
PIPEDRIVE MANUAL - When you book team training, you'll also receive my Pipedrive Manual which includes a summary of the best practices and key features. This is a great resource for your team to refer to after training.
LEARN HOW TO AUTOMATE PIPEDRIVE - You can add my training videos to any of the audit packages. When you download my 10-part video training series and learn how automate your Pipedrive account. These videos are based on the most common things I'm asked to automate, like: auto-importing leads, sending automated emails and creating contracts and proposals. Normally, automation like this costs between $5,000-8,000 to implement. Using my videos you can learn automation skills for a fraction of the cost. » Click here to learn more about each video.