How to use Pipedrive

Are you looking to clarify how to use CRM Pipedrive efficiently and get more value from it? A Pipedrive tutorial is what you need!

How to use pipedrive
How to use pipedrive

How to use Pipedrive CRM for your business


Business owners need simple guidance on how to use Pipedrive CRM, but everyone can become a CRM master in 5 days!

Pipedrive is one of the most growing, small business CRM. If you are unsure if it may work for you, come to talk to us!

If you are about to select your new CRM or deciding if crm pipedrive can really work well for you then let’s clarify two relevant parameters you have to consider:

    • Your Business Model
    • How you sell

Business to consumer or business to business?

If your business is to provide other businesses with products or services, then you are in the B2B arena. This is the area where Pipedrive Plan really works best

About how you use Pipedrive and improve sells

How long does it take your sales reps to close a deal? If the typical decision making may require several interactions, including a demonstration or the possibility to shape a custom solution then Pipedrive is the way to go! In brief: the more critical the value of deals is, the more complex the sales process is, the better pipedrive works for you.

Clients with critical purchase:

How does the buyer perceive the purchasing value? It is business critical or is it just commoditised? Potential suppliers are requested to bear evidence of a successful solution, either a product or a service or a mix of both. Pipedrive is a CRM tool focused on enabling the management of the sales process. The more articulate the sales process is, the more Pipedrive creates value for users.

Three elements should provide you evidence of that:

      • Visual Sales pipeline
      • Activities Based Selling
      • Deal centred focus
Visual sales pipeline

Pipedrive was the first CRM developed around the Kanban approach to sales pipeline management. This disruptive idea, later adopted by other CRMs, is a deal breaker. The reason lies in the opportunity to break down the process in stages and consider each stage effectiveness before relating to the whole process efficiency.

ABS, Activities Based Selling methodology

This selling method implies that sales persons can’t control the decision of their clients, they can effectively control their own performance on what the client is expecting to experience along the purchasing process. Being capable to perform any expected activity -that exert results- at the best, is the only way to perform an effective sales process.

Deal Centred Focus

Pipedrive’s main object is the DEAL, the opportunity to pursue by applying the company’s resources and effort to convert it into a thriving operation. Pipedrive set the deal management at the very core of the business attention. No fuss, everything aims to take the deal to the next level!

Features to add to pipedrive

Data management

Data decluttering, cleanse, update and alteration made easy.

Fully automated workflows to keep data up to date effortlessy.


The standard for e-signature: contract are legally binded everywhere in the world.

Documents’ lifecycle within pipedrive.


Simple PDF filled with CRM data for instructions and marketing activities.

Pay as you go per documents created.

Marketing collaterals

Sales documents, information and presentation are now sharable under a dedicated mini-portal for each client.

Full control of behaviours and engagement.

Sales meeting management

Remote sales imply virtual-meetings with prospective clients. 

Bring efficiency in meetings management to dispense same successful methods among sales teams.

Still unsure? Give us a shout!
We will be happy to check how pipedrive can be a good fit for you.
Promise: only if it does!
We only aim to set the solution that works best for the client’s situation. We offer support on several types of CRM: some effective solutions for e-commerce, while others for business to consumers. Pipedrive is great for B2B.

We are CRM consultants not sales reps that have to sell a product! Come and tell us your worries and we will support you with the solution that best suits your needs.

You may benefit of the book on pipedrive