Is it possible to schedule a zoom for onboarding?

MarkJustMark
MarkJustMark Member Posts: 1 VERIFIED MEMBER
edited August 2023 in Sales CRM #1

I m considering subscribing to pipe drive, but if the only way I can learn to use their product is waiting 2 weeks for a "webinar" and I have ZERO ways to even email this company, then, I m pissed and will leave this "service". Guess I m just old fashioned, but I expect some help when I pay for a product.


Is there a way to get a hold of a human being (not some annoying "bot") to set this up?

Answers

  • Sophie
    Sophie Pipedrive Team Posts: 203 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    edited August 2023 #2

    Hi @MarkJustMark,

    I am sorry to hear about your struggles while getting started with Pipedrive. I wanted to offer some other suggestions that I hope will help-

    I would recommend taking a look at the Pipedrive Academy for tutorials on how to get the most out of Pipedrive. I think of our academy as "Pipedrive school" where you can take courses on how to use Pipedrive! You can do this whenever you are available so you don't have to wait! You can also view the Pipedrive Glossary if you need assistance defining any "Pipedrive Terms."

    Here is the best training academy videos to help you get started-

    Getting started with Pipedrive

    We also have recordings of our past live webinars that you can watch at your convenience. These webinars give a product walkthrough by our Product managers here at Pipedrive to provide the best ways to optimize your product usage. You can watch the product walkthroughs here!

    Our Knowledge Base is also a good place to go if you have a specific question about a topic. You can search specific terms and read about important FAQs! This is great if you have a quick question on a specific topic!

    If you need personalized assistance setting up your Pipedrive account, I would recommend reaching out to one of our partners, who are industry experts who can give you personalized insight on how to get the most out of your Pipedrive account for your business.

    If you have any general or technical questions, you can always reach out to support via email at support@pipedrive.co to be connected with one of our support experts! I hope this helps a bit in the meantime!

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 211 VERIFIED MEMBER
    Third Anniversary 100 Comments 5 Answers 25 Likes
    #3

    @MarkJustMark that's super frustrating! I'm a Pipedrive Partner and would be happy to have a free chat with you about your sales process and initial Pipedrive Setup.

    You're welcome to book a time to connect here: https://www.opsdesigned.com/contact

    Additionally, here's an article and video I recommend regarding setting up your Pipeline Stages and Detail Fields: https://www.opsdesigned.com/articles/setup-pipedrive-sales-pipeline

    Best,

    Liz

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