Embark on a comprehensive one-hour tutorial exploring the powerful features of Pipedrive CRM. Learn how to effectively utilize this impressive tool, starting with an introduction to the platform and adding your first deal. Discover the process of syncing email accounts, importing activities, and moving deals through the pipeline. Master essential skills such as taking notes, setting follow-up activities, and tracking sales performance. Delve into Pipedrive's automation capabilities to streamline email communications. Gain valuable insights from Pipedrive superuser Rob Armbruster as he guides you through the updated 2020 version, providing a solid foundation for leveraging this customer relationship management software to its full potential.
Overview
Syllabus
- Introduction to Pipedrive
- Sync contacts and email in Pipedrive
- Import activities in Pipedrive
- Move a deal through the pipeline in Pipedrive
- Take notes in Pipedrive
- Set follow up activities in Pipedrive
- Estimate and Track sales performance in Pipedrive
-Send automatic emails in Pipedrive
Taught by
Simon Sez IT
