Pipedrive for Sales Professionals

Name: Pipedrive for Sales Professionals
Rating: 4.2 (168 reviews)

How to use Pipedrive to close more deals

Created byChristian Burris

Last updated 7/2020

English

What you'll learn

How to use Pipedrive in Selling

Course content

11 sections • 31 lectures • 2h 48m total length

Introduction1:35
Meet Christian Burris your instructor.
Who is Pipedrive for?5:23
I get this question a lot. I just recently shot this video and hope that this will help people identify if your business is a fit for Pipedrive or not and will help you determine if it's worth making a long term investment in learning and using Pipedrive.

What is a CRM, Sales Pipeline, Sales Stages and Deals6:50
In this lecture we are going to cover the fundamentals of a CRM.
Understanding Pipedrive Hierarchy3:52
Understanding Pipedrive Hierarchy is critical for understanding how Pipedrive works.
Which Version9:05
Picking the right version before you get started.
Segmenting Pipedrive with labels3:08
Segmenting your CRM is one of the most critical things you can do. In this section we will discuss how to master this with Labels.
Setup Section Quiz

Getting Google configured2:42
How to setup Google and other email accounts to synch with Pipedrive.
What FEATURES to enable in Pipedrive.5:35
In this lecture we go over what FEATURES you need enabled in your Pipedrive account.
Understanding Custom Fields in Pipedrive7:27
Think of your CRM as a giant database and custom fields gives you the power to customize the database to store information that is pertinent to your business.
Setting up your Sales Pipeline1:53
In this lecture we go over how to setup a Sales Pipeline with Deal Probability and Deal Rotting.
Setting up your Sales Pipeline Deal stages in Pipedrive3:51
In this lecture we discuss how to create sales pipeline stages and assign probability and deal rotting to each stage
Deal Rotting USE IT2:48
Deal Rotting is one of the most powerful features in Pipedrive. Make sure you use it.
Scheduler for missed appointments and effective follow-up7:20
It's CRITICAL to make it SUPER EASY for prospects to get back on the phone with you. Don't play phone tag. Use the scheduler instead.
Understanding your Sales Pipeline Revenue4:39
In this lecture we discuss how to understand deal revenue.
Adding products to your Pipedrive2:29
In this lecture we discuss how to add products to your Pipedrive
Setting Up Pipedrive Quiz

Activity- Based Selling8:23
In this lecture we will cover the top of activity-based selling and how it relates to Pipedrive
Understanding Email Templates and Bookings7:18
Save tons of time with email templates and booking feature in Pipedrive
Understanding Filters in Pipedrive2:42
Filters are one of the most powerful features in Pipedrive to understand.
Automated Workflows7:58
Time to Automate with Pipedrives NEW automated workflows feature
Zapier is your friend5:42
Zapier is a MUST to learn if you want to take your automation outside of Pipedrive to the next level
Working your Pipeline Quiz

Requirements

None

Description

From the trenches you are going to learn how to use Pipedrive from a real Pipedrive user that has been able to generate over a multiple 6 figure income for the past 3 years as a independent sales professional. Most sales professionals lack the skill on how to work their sales pipelines and stay organized. Staying organized is the KEY to maximizing your sales performance. In this course I will show you exactly what I've done to use this tool to help me CRUSH IT in sales.

Who this course is for:

Sales Professionals

Pipedrive for Sales Professionals

What you'll learn

Explore related topics

Course content

Introduction2 lectures • 7min

Getting Started and understanding fundamentals4 lectures • 23min

The Setup9 lectures • 39min

Working your Pipeline5 lectures • 32min

It's a WRAP1 lecture • 2min

ZOOM1 lecture • 4min

LeadBooster New Features Released - May 20191 lecture • 3min

Section 7: NEW Editing Pipeline Enhancements1 lecture • 2min

Kixie with Pipedrive (MUST HAVE INTEGRATION)1 lecture • 9min

BONUS CONTENT: Philosophy of Selling1 lecture • 15min

Requirements

Description

Who this course is for: