Follow up & Reporting Training

Ramy Mahmoud

Hello, we use Pipedrive and my company has asked me to train our sales team on using it more effectively. I need to train them on using it for better follow up with prospects and generate clear reporting, any ideas are highly appreciated 

Aaron Douglass Bailey

There are some great resources on the Pipedrive knowledge base or indeed the right sections of the PD academy. 

https://support.pipedrive.com/en/article/activities

https://www.pipedrive.com/en/academy?ref=knowledge-base

However, in order to get something that really helps your business, I would suggest hiring a consultant for a couple of hours who can take your team through the exact skills required. This can be done over zoom and is much more engaging and effective - users oftentimes have questions that a long article just won't answer.