Pipedrive Masterclass | Customer Relationship Management

When you sync your contacts into Pipedrive it will automatically add contacts from whichever email service you're using. They will be added into the system as people and will be available to be linked to Deals.

In this section, we take a look at the email syncing settings so that you can choose the best option for you. I personally, have all my emails to automatically sync into Pipedrive so that I can keep track of my contact with customers.

I use Pipedrive every day, and it has taken the way that I manage my customers to a whole new level. In this section I cover

- List View vs Pipeline View

- Navigating the Deal Page

- Taking powerful notes

- Creating activities

- Moving deals through the pipeline

- Creating new deals

For students who don't have a Pipedrive account yet, I recommend that you get a Pipedrive account because it makes this masterclass more meaningful if you're able to log in and practice what I am teaching. I have partnered with them to make an extended free trial available to you at this link. https://bit.ly/2VGjBt6

Music provided by bensound.com

In this lecture, you will learn how to navigate the Deal Page and take powerful notes. The more detailed notes you take, the stronger your relationship will be with your customer!

In this lecture, you'll learn how to create an activity and create good habits for follow up.

In this lecture, you'll learn how to move a deal through different stages of the sales process.

In this lecture, you'll learn how to manually add a lead into Pipedrive. Sales leads come from all over the place, so this is nice to be able to add them when they come.

In this section, you'll learn how to mass upload activities into Pipedrive. This is one of the most helpful sections of the class because you can upload sets of activities and set the course for the way that you and your team contact customers. As far as I know, this is the only class to include this function. Please start with the spreadsheet linked in the resources section as it will help you match your mapping before uploading. 

In this lecture, you will learn how to prepare your spreadsheet for a successful upload into Pipedrive.

In this lecture, you will learn how to map your spreadsheet for activities to match the fields in Pipedrive. After this, you are ready to upload! Class Project 2 is to use the spreadsheet that I have provided to import your own activities into Pipedrive. If you don't want to keep these activities you are about to upload then click the revert button after you have successfully imported them.  Good Luck!

In this lecture, you'll learn how to predict sales by setting expected close dates with estimates of what the deal is valued.

In this lecture, you'll learn how to use your dashboard to evaluate activity and set goals!

Find out why deals are slipping through the cracks! In this lecture, I'll show you how to set up a system to track lost deals. It is always helpful to know why customers are not buying your product.

Automate things that you and your team do every day in order to save time and increase efficiency. In this section I show you how to automatically email your customers when they reach a certain stage in your pipeline.

Here are the next steps of how to put to practice what you have learned in this class. Congratulations on completing the Pipedrive Masterclass! You may now add the completion of this course to your resume.

I have partnered with Pipedrive to make an extended free trial available to you at this link. https://bit.ly/2VGjBt6