Personal Pipedrive training for all needs
Discover the power of Pipedrive with our comprehensive Pipedrive trainings, designed to help you become fluent with your CRM. The trainings are meant for new and current Pipedrive users. You can easily combine some of the trainings for a more comprehensive workshop with your organisation. If you can’t find the training you or your organisation needs, get in touch with us and let’s set it up!
Team Zimple is here to help
Our Pipedrive-certified trainers are always ready to help with any Pipedrive-related issue. Our team has experience from 200+ organisations and different sales cycles and teams.
Ready-to-book Pipedrive trainings:
Not finding a suitable option? Contact us for a tailored Pipedrive training!
Our clients have fallen in love with Pipedrive
Pipedrive training based on your needs
Expert instruction
Our trainers are experienced specialists in Pipedrive and will provide you with practical, hands-on training that is tailored to your specific needs.
Flexible scheduling
Our trainings are available by video calls at a time picked by you, allowing you to join in from anywhere in the world. If there isn’t a suitable time for you in the calendar, just contact us and we’ll make it happen.
Cost-effective
Our remote Pipedrive video call training is a cost-effective solution compared to traditional training at the office, saving you time and money while providing you with the skills and knowledge your team needs to succeed.
Pipedrive training
Find a suitable package for you
Pipedrive Introduction
2+2 hour training for everyone not yet familiar with Pipedrive. A quick but efficient onboarding to Pipedrive CRM with a focus on the most important factors for effective sales. Recommended for Pipedrive admin users and sales leaders.
- Setting up pipelines and data fields
- Working in deal, organization and person views
- Email and calendar sync settings and benefits
- Working with automations
4 hours, € 1000 (excl. VAT)
Pipedrive basics
New Pipedrive user or users? No worries, we are here to help! With this 2-hour training your new Pipedrive user will learn the basics of Pipedrive and can start using Pipedrive to its fullest from day one.
- Basics of Pipedrive
- Recording of the training to share with others internally
2 hours, € 500 (excl. VAT)
Pipedrive audit
Full auditing of your current Pipedrive environment. Zimple’s consultant produces a written document of the current environment’s state and suggests improvements. You will also learn about best practices within Pipedrive and handy tips on how to improve your Pipedrive data quality.
- Documented audit report
- Suggested improvements
- Best practises
4 hours, € 1000 (excl. VAT)
Pipedrive for admin users
A 2-hour training for all Pipedrive admin users. The aim is to give new or inexperienced admin users an understanding of what an admin can do in Pipedrive and what they should focus on.
- Company settings
- Managing users and user rights/visibility groups
- Creating and managing data fields
2 hours, € 500 (excl. VAT)
Reporting in Pipedrive
The Insights feature is very versatile and informative but can be a bit tricky to get a grasp on. In this 2-hour training, we’ll learn about the most important report types and how to build them according to your needs.
- Deal performance reports
- Goals (company, team, individual)
- Activity reports
2 hours, € 500 (excl. VAT)
Automations - what, why and how
Training about the automations function. This is specially designed for the admin users and sales leaders already familiar with Pipedrive. In 2 hours, the training will give you an understanding of the basic logic of automation creation and how to use automations most effectively.
- Use cases for automations
- Triggers and actions
- Troubleshooting
2 hours, € 500 (excl. VAT)
Filters - save time
A 2-hour training about a crucial basic feature of Pipedrive – Filters: filters are essential for effectively finding and showing information in Pipedrive, managing your work or team and for many other functions inside Pipedrive, such as Campaigns. With the help of filters, you can easily build marketing campaigns and automations and analyse sales and customer data.
- Filtering use cases
- Filtering conditions
- Filters in Automations
2 hours, € 500 (excl. VAT)
Import / Export
This 2-hour training will teach you how to import and export data to and from Pipedrive. You will learn all the best practices of data transfer between different systems and what are the use cases for API-data transfer.
- Best practises of data transfer
2 hours, € 500 (excl. VAT)
Pipedrive Campaings
A 2-hour training about the Pipedrive Campaigns feature: if you have already started to use Campaings or are considering it, this training is for you. In training, we will cover the basics of Campaigns and how to use automations with Pipedrive Campaigns. Pipedrive Campaigns is an add-on to Pipedrive; check the pricing from Zimple.
- Email templates and campaings
- Automated campaigns
- Reporting
2 hours, € 500 (excl. VAT)
Pipedrive Projects
A 2-hour training about the Pipedrive Projects feature: with Pipedrive projects, you can easily manage tasks in your service delivery phase, enabling your teams to collaborate seamlessly.
- Projects templates
- Project automations
- Information sharing between sales and project management
2 hours, € 500 (excl. VAT)
Pipedrive Smart Docs
A 2-hour training about the Pipedrive Smart Socs: with Smart Docs, you can centralise the sales document processes by sending trackable quotes, proposals and contracts from within Pipedrive using handy templates.
- Basic configuration
- Document templates
- Autofill from Pipedrive
2 hours, € 500 (excl. VAT)
Pipedrive Leadbooster
A 2-hour training about the Pipedrive Leadbooster: with Leadbooster, you can create chatbots, webforms, and find leads. Create add-on for sales teams to maximize lead generation.
- Chatbot basics
- Webfrom basics
- Prospeting basics
2 hours, € 500 (excl. VAT)
Can't find a Pipedrive training for you?
We understand that every team has unique needs and not all off-the-shelf training solutions may fit your requirements. That’s why we offer tailored trainings too, customised to meet the specific needs of your team. Let us help you achieve your goals with a training program that’s right for you.
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Meet your coaches
Can’t find the perfect solution for your team?
We understand that every team has unique needs and not all off-the-shelf training solutions may fit your requirements. That’s why we offer tailored trainings too, customised to meet the specific needs of your team. Let us help you achieve your goals with a training program that’s right for you.