Pipedrive Training
I’m Chris Wray, a Certified Pipedrive Partner. Buying Pipedrive is the easy part. Getting every person to use it the same way, every day, is where most teams stall. My Pipedrive training fixes that. These are live, role-based sessions run inside your own account, using your pipelines and your deals, so your team learns on the exact screen they see every day.
Need help in getting the best training for Pipedrive CRM? Let me help you train your team.
Who each Pipedrive training session is for
Your sales reps get one focused session on the daily flow: adding deals, moving stages, logging activities, and keeping the pipeline honest. Your managers and admins get a second session on reporting, dashboards, forecasting, and account settings, so they can trust the numbers and keep the system tidy without asking for help.
Smaller teams often combine both into a single session. Larger teams usually split them so each group only learns what it needs.
I can also migrate you from other CRM systems. Salesforce, Hubspot or others.
Learn more about Pipedrive Consultant Services.
Planning
How Pipedrive training works
Everything runs online and is built around your real setup, not a textbook version of Pipedrive. Before we meet, I review your account so the sessions match how your team actually sells. After each session you get the recording, a short written summary of the key actions, and a list of any fixes worth making.
What we cover
Every session is shaped around your team, but these are some example areas people ask for most:
- Pre-training account review (30 minutes, before we meet): I look through your live Pipedrive so the training matches your real setup.
- Session 1 – Sales reps (90 minutes, live): The daily flow. Adding deals, moving stages, logging activities, keeping the pipeline clean.
- Session 2 – Managers and admins (90 minutes, live): Reporting, dashboards, forecasting, and account settings.
- Session recordings: Yours to keep, so new starters get up to speed from the recording instead of pulling a colleague off their work.
- Written action summary: The key steps from each session, plus a short list of account fixes worth making.
- One follow-up round of questions by email after the sessions.
- Small team? We can combine both sessions into one. (The price remains the same)
If your pipelines, automations or integrations still need building or fixing, that is setup work rather than training. Start on the Pipedrive consultant page, then add training once the setup fits how you sell.
Planning
What your team can do after training
The goal is simple: a team that keeps Pipedrive accurate without being chased. After training, reps update deals because it is faster for them, not because they were told to. Managers trust the reports because the data underneath is clean. New hires get up to speed from the recordings instead of pulling a colleague off their work. That is the difference between a CRM you pay for and a CRM your team actually runs on.
Why work with me
I am a Pipedrive partner who sets up, supports and trains teams internationally. I keep the language plain, the sessions practical, and the follow-up useful. If your account also needs setup, automation or ongoing support, training slots neatly alongside it.
Call to action: Book a call and tell me where your team gets stuck in Pipedrive. I will tell you exactly what training would help and how long it would take.
Scaling
Marketing, Conversion Funnel, Team Building, and Scaling Up
Marketing and conversion funnels are intimately linked to your Pipedrive CRM system. Pipedrive captures customer data and gives insights into customer behaviour and preferences. This helps your team create personalised campaigns that are tailored towards a customer’s individual interests, improving the chances of conversions. The Pipedrive training overlays your conversion funnel and marketing activities onto your pipeline giving you visibility of pipeline stages and reporting on activity within those stages.
Frequently Asked Questions
What does Pipedrive training cover?
Training is built around your own Pipedrive account, not a generic demo. I cover the day-to-day essentials: managing contacts, deals and leads, working a pipeline, running reports, and using automations to cut manual work. I can also focus on a specific area like lead generation or sales reporting if that is where your team needs the most help.
How is Pipedrive training delivered?
Sessions are run live and online so your team can ask questions as we go. Each session is recorded, so new hires can get up to speed later without you repeating yourself. Training is usually split into shorter sessions rather than one long day, which helps people retain more.
Can you tailor Pipedrive training to our industry?
Yes. The most useful training maps onto how your team actually sells. Tell me your sector and your sales process, and I will shape the sessions and examples around it rather than teaching Pipedrive in the abstract.
Do you train whole teams or individuals?
Both. I run group sessions for sales teams and one-to-one training for owners or managers who want to go deeper. Group training is good for shared habits, and one-to-one suits anyone setting up reports or automations.
What is the difference between Pipedrive training and Pipedrive consulting?
Training helps your team use a Pipedrive setup well. Consulting is about building or fixing that setup in the first place: pipelines, fields, automations and integrations. If your account still needs to be set up or restructured, start on the Pipedrive consultant page, then add training once the setup fits how you sell.
Do you offer training if Pipedrive is already set up?
Yes. Many teams have Pipedrive in place but are only using a fraction of it. Training helps everyone get more value from the setup you already have. If the setup itself needs work, I can review it first as your Pipedrive consultant and then train the team on the improved version.
How much does Pipedrive training cost?
It depends on your team size and how many sessions you need. For a single focused session you can book a Discovery Session. For a full training programme, the Pipedrive pricing page gives a guide, or book a call and I will scope it with you.
How long does Pipedrive training take?
Do you train in our own Pipedrive account?
Is the training recorded?
Can you train remote teams?
What if our Pipedrive account is a bit messy?
Do you offer ongoing support after the training?
Yes. Many teams keep support in place while new habits settle. For some clients, they prefer ongoing support to continually improve their sales process through automations and integrations. We can scope that on the call. For more details see the Systems Support Plans page.
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I’m Chris Wray. I help business owners and team leaders keep Pipedrive running smoothly with practical support, troubleshooting, and improvements. Common outcomes: – Cleaner pipeline and clearer next steps
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