Udemy

Pipedrive Masterclass | Customer Relationship Management

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  • 133 Students
  • Updated 5/2020
4.3
(38 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
0 Hour(s) 50 Minute(s)
Language
English
Taught by
Rob Armbruster
Rating
4.3
(38 Ratings)

Course Overview

Pipedrive Masterclass | Customer Relationship Management

Setting the Course of Your Sales Pipeline

Two years ago I took a sales position with a small shoe company, at the same time we started using Pipedrive. As someone who was just starting out I found Pipedrive to be incredibly helpful as I learned the ins and outs of selling shoes. I was able to remember names and details about our customers that helped me close more sales and grow our current shoe accounts. In the first year, sales grew by 73% in the first year we started using Pipedrive. And the average salesman who uses this as a productivity tool sees a 28% increase in sales.

I made this class so that you can have a full understanding of Pipedrive. In this masterclass I will cover:


  • Sync contacts and email

  • Import leads and accounts

  • Mass import activities for your sales team (Exclusive)

  • How to move a deal through the pipeline

  • How to take powerful notes

  • Set follow up activities

  • Estimate how much sales you will close

  • Track sales performance

  • Save time, automatically email your customers.


    I’m so excited to help you on your journey to sales greatness, and I’m confident that you’ll come away from this course with a more full understanding of this program.

Music provided by bensound

Course Content

  • 7 section(s)
  • 18 lecture(s)
  • Section 1 Importing Leads Into Pipedrive
  • Section 2 Syncing Contacts and Email
  • Section 3 Everyday Use
  • Section 4 Importing Activities Into Pipedrive
  • Section 5 Forecasting and Tracking
  • Section 6 Automation
  • Section 7 Next Steps

What You’ll Learn

  • How to fully understand and use Pipedrive
  • Manage an entire sales pipeline
  • Manage their customer relationships at a high level
  • Import leads into Pipedrive
  • Import activities into Pipedrive
  • Forecast sales accurately
  • Track team activity
  • Automate everyday tasks
  • Find out how leads are being lost
  • Taking powerful notes in Pipedrive


Reviews

  • G
    Gabriella Tiberii
    5.0

    ottimo corso base pipidrive. avrei gradito qualche esempio in più sulle attività della Pipeline e sulle automazioni.

  • U
    Ugochi Victor-Chike
    5.0

    Thank you, Rob. I enjoyed the course. Please, raise your voice some more in your next course/video.

  • T
    Tara Bodell
    2.0

    Too high level and Pipedrive has been updated since this course. Needs more details.

  • H
    Harjinder Gadhvi
    3.0

    I would say this course is for new users, and did not cover anything that I did not already know. Looking for something a lot more advanced.

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