Follow up & Reporting Training
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
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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.
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