Training

🎓 Team training

Pipedrive training built around your own sales work.

Tailored training for sales, customer service and small business teams that already use Pipedrive or are just starting. We don’t go through the software feature by feature – we focus on how your team keeps leads, quotes and customers under control every day.

The training is especially suited to teams of 2–20 Pipedrive users. It can be delivered on Teams or in person.

The training can cover, for example:

• Pipedrive basics: people, organisations, leads and deals
• Your pipeline stages and ways of working
• Handling new leads quickly and assigning responsibility
• Activities, calls, quotes and follow-ups
• Using email, calendar and the mobile app
• Sales reporting, goals and dashboards
• Automations, reminders and making use of AI
• Shared ground rules so the data in Pipedrive stays reliable

A short assessment is done before the training, so the time is spent on what benefits your team most.

Example pricing, excl. VAT

• Remote training 2 h: from €590
• Remote training 4 h: from €990
• Half-day on-site training: from €1,290
• Full-day workshop: from €1,790

The price includes the initial assessment, preparation and training materials. Any travel costs are agreed separately.

👤 Pipedrive kick-start for entrepreneurs

One-to-one Pipedrive training for entrepreneurs who want real control of their sales.

Suited to sole traders and small companies that want to adopt Pipedrive clearly and without unnecessary tinkering. Together we build a way of working that fits your sales — so after the training you know what to do, in which order and how to track progress.

The training is a one-to-one Teams meeting. We can set up the most important settings at the same time.

We cover, for example:

• A clear pipeline for your own sales cycle
• Managing contacts, companies and deals
• Logging, prioritising and following up leads
• Quotes, follow-ups and next steps
• Automatic reminders so no opportunity is forgotten
• Email and calendar sync
• Using the Pipedrive mobile app on the go
• A simple report to track your own sales
• What to build next: automations, reports and integrations

Example pricing, excl. VAT

• Pipedrive kick-start 90 min: from €290
• Pipedrive kick-start 2 h: from €390
• Kick-start + 60-min follow-up meeting: from €490
• Kick-start and light set-up package: from €790

Practical training in using Anthropic’s Claude AI in sales, customer communication and expert work.

The training can cover, for example:

• Effective prompts and ways of working for your own tasks
• Drafting quotes, emails and sales materials
• Summarising and analysing documents, contracts and meeting notes
• Projects and standing instructions for recurring tasks
• Data security: what information you can give to AI

Practical training in using OpenAI’s ChatGPT in sales, marketing and customer work.

The training can cover, for example:

• Effective prompts and ways of working for your own tasks
• Producing sales messages, social media posts and marketing content
• Analysing customer data, feedback and reports
• Custom GPTs and instructions for recurring tasks
• Data security: what information you can give to AI