Role-based training built around your Pipedrive instance — not a generic walkthrough. Reps, managers and admins, remote or on-site.
Pipedrive has thousands of features. Your team needs to fluently use about thirty of them, in the specific configuration you have chosen. Generic Pipedrive training teaches the thousands. Our training teaches the thirty that matter to you, in the order your reps will encounter them, using language consistent with your own sales process.
That is why we will not run a training session without first looking at your Pipedrive setup. Even our discovery call doubles as a quick audit — if your configuration is fighting your reps, no amount of training will fix it.
The daily workflow: create a deal, move it through stages, log activities, send emails, attach products and quotes, handle handovers. Includes the small habits that compound — using the right next-activity, keeping deal values honest, working the rotting-deal view weekly.
Forecasting from the data, reading dashboards critically, coaching reps from pipeline shape, spotting drift in conversion rates and cycle time, and using Insights to answer executive questions without re-doing analysis in spreadsheets.
Configuration maintenance — adding fields safely, editing pipelines without breaking history, managing user roles, debugging automations, monitoring integration health, and knowing when to escalate to your consultant rather than DIY.
A repeatable 60-minute new-hire session, recorded and reusable, so every new joiner gets the same baseline. We will record it once for you and update it whenever your setup changes materially.
Training without documentation evaporates. Every Pipedrive training engagement with us includes a written cheat-sheet specific to your Pipedrive instance — screenshots from your own setup, your own field names, your own automations. New hires use it. Existing reps refer back to it. Managers use it for refreshers.
If your setup changes within six months, we update the cheat-sheet without re-charging. For ongoing strategic input on your stack, our Pipedrive Consultant service is the natural next step. For specific build work after training, automation and integration services pick up the baton.
Case studyTrained a US non-profit team through the move from spreadsheets to Pipedrive — every role got documentation tailored to their own workflow.
Case studyTrained a US fintech sales team on their fresh Pipedrive build — role-specific sessions and recorded materials for new hires.
Training is always based on your Pipedrive instance — your pipelines, your fields, your automations, your reports. Generic Pipedrive training is freely available on YouTube. What you are paying us for is training tailored to what your team will actually click on Monday morning.
We typically run three streams: front-line reps (how to work a deal day-to-day), sales managers (forecasting, dashboards, coaching from the data) and admins (configuration, automation maintenance). You can take one stream, all three, or a custom blend.
Remote-first via Zoom or Google Meet, recorded so absentees can catch up, with hands-on exercises in your own Pipedrive sandbox. We can do on-site in the UK by arrangement. Sessions typically run 60 to 90 minutes each.
Yes — every training engagement includes a written cheat-sheet specific to your Pipedrive instance, so new hires can be onboarded by your team without us. Updated reference materials are included if your setup changes within six months.
Fixed-scope Pipedrive setup package for smaller teams who want a clean start.
Phased Pipedrive rollouts — process design, data migration, training and go-live support.
Ad-hoc Pipedrive support — fix a stuck workflow, unblock a sync, clean up a pipeline.
Senior Pipedrive consultants for complex sales operations and custom builds.
Tell us the team size, the streams you need, and roughly when. We will come back with a training plan and a quote.
