Ultimate Guide: Getting started with Pipedrive CRM

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Pipedrive is one of the most popular sales CRM's on the market. It's simple, easy to use and pretty affordable as well. I've been using it since 2015 and now help companies all around the world to optimise Pipedrive for their business. In this ultimate getting-started guide, I’ll walk you through Pipedrive and its key features so you can get up and running on the platform as soon as possible.

Covered in this video:
0:00 - Video intro
0:23 - Need 1:1 help with Pipedrive?
1:02 - What is Pipedrive and how is it different?
2:59 - How information is organised in Pipedrive
8:26 - Adding leads to Pipedrive
9:24 - Different pipedrive views
10:21 - Setting up your deals and custom fields
13:35 - Adding notes, activities and sending emails from Pipedrive
17:18 - Managing follow up in Pipedrive
20:21 - Tracking deal value and products
21:11 - Marking deals as won/lost
22:21 - Workflow automation
23:45 - Sales reporting and insights
27:55 - Creating sales goals
28:40 - Outro

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