How to use pipedrive

Are you looking to enhance your sales process management?

Pipedrive offers the most advanced sales process visual pipeline and Activities Based Selling integration.

How to use pipedrive

You only need a simple guidance on how to use Pipedrive CRM to become a CRM master in 5 days!

If you are unsure, come to talk to us!

How to use Pipedrive CRM for your business

Take a book and learn pipedrive

If you are about to decide if pipedrive can work for you? Let’s then focus on two main parameters:

    • Your Business Model

    • Your Sales Process

How to use Pipedrive - sales management CRM

What is Pipedrive and how does it work?

What is Pipedrive?

The CRM Pipedrive is an easy-to-use platform that can help your business; it’s a potent ally in the dynamic realm of sales. As a leading Customer Relationship Management platform, Pipedrive goes beyond mere data management. It is a strategic partner, providing robust tools and insights to navigate the fast-paced world of sales with unparalleled efficiency. Tailor your sales processes effortlessly, import and manage leads, and seamlessly guide them through the sales cycle—all with a user-friendly interface that doesn’t compromise on functionality. isn’t just about organization; it’s a data-driven powerhouse. Its integration with Salespanel enriches records with marketing insights, providing sales teams with invaluable intelligence. With features like customizable chatbots, intuitive workflows, and over 400 third-party integrations, Pipedrive CRM is more than a tool; it’s the key to unlocking efficiency and success in your sales journey.

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:

    • Visual Sales pipeline

    • Activities Based Selling

    • Deal centred focus

Is Pipedrive really easy to use?

Play Video about How to use Pipedrive CRM - Video.

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 dealbreaker. 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!

Must Have for Pipedrive

Insycle data management

Data decluttering, cleanse, update and alteration made easy.

Fully automated workflows to keep data up to date effortlessy.

Docusign CRM Integration

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

Documents’ lifecycle within pipedrive.

PDF generator for Pipedrive

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

Pay as you go per documents created.


Sales documents and presentation are now sharable in a dedicated portal for each client.

Full control of behaviours and engagement.

Idiligo: ensuring the best sales process performance among all salespeople

Remote sales imply virtual-meetings with prospective clients.

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

timelines AI -Whatsapp

Automate your processes with, manage WhatsApp for your business, and improve your sales and customer support teams.

Create rules on WhatsApp
and focus on business growth!

Still unsure? Give us a shout!

We will be happy to check how CRM Pipedrive can be a good fit for your business and how to use Pipedrive.

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. CRM 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.