Pipedrive training
Are you looking to use Pipedrive to 100% of its potential, improve productivity and adapt to the latest CRM developments? EXOCORP, official Pipedrive integrator, goes beyond free generic tutorials. Our senior trainers offer you operational and pragmatic training, directly aligned with your actual business processes.
Training by a senior expert
Our status as an official Pipedrive integrator guarantees programs designed to align with your real-life business processes and your specific use cases.
Operational pragmatism for maximum productivity
We pass on methodological expertise and automation techniques so that your teams can make the most of Pipedrive, maximizing efficiency and productivity.
Personalized digital support and immediate assistance
We offer you a unique unique digital training support including personalized videosand, if you wish, annual assistance including remote control to get your employees up and running immediately.
Business value
Maîtrisez l'IA et les nouvelles techniques de vente
CUSTOMIZED TRAINING
Initial training: customized training guaranteed by our integrator
Each program is tailor-made to suit your objectives, the level of your participants and the specificities of your business, to guarantee a truly customized training program. Finally, we provide key integrations, connecting Pipedrive with your core systems such as ERP, Pennylane, Zapier/Make/n8n or CloudTalk.
Notre statut d’intégrateur officiel et notre expertise en personnalisation avancée nous permettent de garantir un paramétrage optimisé, accompagné de conseils exclusifs pour maximiser votre retour sur investissement (ROI). Contrairement aux approches plus standardisées des organismes de formation classiques, nous proposons un accompagnement basé sur une méthodologie de vente intégrée et des processus commerciaux éprouvés, un aspect souvent négligé par l’Académie Pipedrive.
CUSTOMIZED TRAINING
Initial training: customized training guaranteed by our integrator
Each program is tailor-made to suit your objectives, the level of your participants and the specificities of your business, to guarantee a truly customized training program. Finally, we provide key integrations, connecting Pipedrive with your core systems such as ERP, Pennylane, Zapier/Make/n8n or CloudTalk.
Notre statut d’intégrateur officiel et notre expertise en personnalisation avancée nous permettent de garantir un paramétrage optimisé, accompagné de conseils exclusifs pour maximiser votre retour sur investissement (ROI). Contrairement aux approches plus standardisées des organismes de formation classiques, nous proposons un accompagnement basé sur une méthodologie de vente intégrée et des processus commerciaux éprouvés, un aspect souvent négligé par l’Académie Pipedrive.
An ergonomic CRM your employees will love
Lead generation
- Visualize and track sales opportunities in a clear, intuitive dashboard.
- Customize pipeline stages to suit your sales process.
Sales pipelines
- Visualize and track sales opportunities in a clear, intuitive dashboard.
- Customize pipeline stages to suit your sales process.
Email processing
- Email synchronization.
- The ability to link emails to a case.
- Send bulk emails and track opens and clicks.
Contact directory
- Create and send quotes or invoices.
- Track payments and invoices in progress.
Tasks / reminders
- On-line assistance and technical support in French.
- Full documentation and customized EXOCORP training.
Artificial intelligence
- E-mail summary.
- Writing e-mails.
- Sales assistant.
- Useful extension suggestion.
Automation
- Create automatic workflows for repetitive actions.
- Automatic notifications and reminders for customer follow-ups.
Product inventory
- Follow-up of products and services sold.
- Product and price catalogs.
Quotation with e-signature
- Generate quotations and sales proposals based on the products added to a job.
- Estimate sent for electronic signature.
- Viewing statistics.
Mobile use
- Mobile applications for iOS and Android.
- Access Pipedrive information and functions on the move.
Forecasting and sales analysis
- Generate detailed reports on sales performance.
- Data analysis to identify trends and opportunities for improvement.
Marketing automation
Marketing automation is essential to free up time and increase efficiency. Our Pipedrive training course guides you through the implementation of powerful marketing automation and the creation of automated e-mail and LinkedIn campaignsOur Pipedrive training course guides you in setting up powerful marketing automation tools and creating automated e-mail and LinkedIn campaigns, by exploiting key CRM functions such as automations and campaigns. This allows you to optimize customer interaction and create powerful marketing campaigns using Pipedrive’s e-mail templates.
Dashboard
Our training course teaches you how to set up relevant dashboards and key performance indicators (KPIs) to analyze your sales data in real time, enabling you to make more intelligent and effective sales decisions and generate detailed sales performance reports.
IP telephony
To optimize corporate communication and boost productivityour training covers the integration of IP telephony telephony tools (such as CloudTalk) with Pipedrive, showing you how to turn every customer call into a source of strategic improvement for optimized business communication.
Linkedin & Growth hacking
Our training explores how to fully exploit the potential of your Pipedrive CRM by combining it with modern acquisition strategies. We guide you through the development of automated LinkedIn prospecting campaigns campaigns (using relevant integration tools such as DuxSoup and Lemlist), as well as applying best practices in growth hacking to define your communication strategy on LinkedIn and generate maximum engagement.
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Pedagogy and ongoing monitoring: anchoring competence
Customized digital training material
To counter the obsolescence of standard media and the lack of adaptation to specific use cases, we are adopting an innovative approach:
- We provide digital training support that gives your employees permanent access to the latest version of the training content.
- This stand is made-to-measure and includes videos captured directly from your own Pipedrive environmentenvironment, which we will have set up according to your specific business processes.
- This personalized digital support is becoming an essential tool for onboarding new employees.onboarding of new employees.
Training and community
Learning is a continuous process. To avoid common mistakes and ensure smooth operation :
- We organize training (and exchange) sessions once a month.
- These sessions enable several of our customers to meet and share common issuesto share common problems, thus encouraging co-solving and the exchange of best practices.
Annual assistance
We offer annual assistance to support employees and guarantee the company’s commercial performance:
- Support employees on a daily basis, answering questions about use and configuration.
- Immediate resolution of blockades Our support extends to remote control where necessary, where screen sharing is used to demonstrate a precise method or quickly unblock a situation.
- Be the guarantor of sales performance by ensuring that parameterization and automation continue to generate a return on investment (ROI) return on investment (ROI).
Offer your teams real support.
Our Pipedrive training courses
for all your needs
A powerful tool is only effective if your teams know how to use it. To ensure rapid adoption and optimal use of Pipedrive, we have designed four training courses adapted to each stage of your development.
Training
Getting started (2h)- Discover the
- interface Manage contacts and business
- Organize your day-to-day life
Training
Essential (7h)- Mastering the sales pipeline and business
- Communication and customer follow-up
- Best practices for managing emails
- Appointment links
- Activity and calendar management
- Mastering artificial intelligence for emails
- Sending bulk emails
- Bulk changes
- Mastering the mobile application
- Available in French and English, our training courses are tailored to your needs. Our distance learning courses are broken down into sessions of 2 hours maximum. Face-to-face, they take place over full 7-hour days. For both formats, groups are limited to 8 people to encourage interaction, and no pre-requisites are required. For face-to-face training, we travel worldwide (travel expenses to be planned). Contact us for a quote.
Training
Expert (14h)- All standard training plus:
- Automations
- Appointment tracking (ROI leads)
- Manage a single person linked to several organizations
- Contact chronology
- Product and quotation management
- Forecast
- Customized report
- New: Pulse
- Data archiving and restoration
- Extensions : Leadbooster, Campaigns, Linkedin, VoIP, PipeBoost
- Available in French and English, our training courses are tailored to your needs. Our distance learning courses are broken down into sessions of 2 hours maximum. Face-to-face, they take place over full 7-hour days. For both formats, groups are limited to 8 people to encourage interaction, and no pre-requisites are required. For face-to-face training, we travel worldwide (travel expenses to be planned). Contact us for a quote.
Training
Manager and Executive (2h)- Importing and exporting data and updating elements in bulk
- What’s new: AI Scoring, Sequences
- Tracking key accounts
- Managing your team with Pipedrive
- Sharing team best practices
- Identifying employees in difficulty
- Creating and tracking dashboards on desktop and mobile
- Sharing a dashboard with shareholders (outside Pipedrive)
- Strategic vision
- Available in French and English, our training courses are tailored to your needs. Our distance learning courses are broken down into sessions of 2 hours maximum. Face-to-face, they take place over full 7-hour days. For both formats, groups are limited to 8 people to encourage interaction, and no pre-requisites are required. For face-to-face training, we travel worldwide (travel expenses to be planned). Contact us for a quote.
Training
Made-to-measure- Available in French and English, our training courses are tailored to your needs. Our distance learning courses are broken down into sessions of 2 hours maximum. Face-to-face, they take place over full 7-hour days. For both formats, groups are limited to 8 people to encourage interaction, and no pre-requisites are required. For face-to-face training, we travel worldwide (travel expenses to be planned). Contact us for a quote.
Seminars & Team Building
Sales forces- An immersive day to bond, motivate and energize your sales teams. We create tailor-made experiences to boost collective performance.
- Strengthen team cohesion and motivation
- Interactive workshops and stimulating challenges
- Celebrate successes and align objectives
- An unforgettable experience for your employees
- Our seminars and team building events take place in unique settings in France, Tulum, Dubai and Kuala Lumpur.
A strategic partner
Beyond CRM, we train your staff to master the digital ecosystem
Netlinking
pour la notoriété
Amazon
Social Media
Social Ads
Social Selling
Réalisation de vidéos
Gestion influenceurs
Achat de mots clés pour apparaitre dans les annonces en haut et en bas des résultats
Landing page
Arborescence idéale
Optimisation technique
Étude de Mots clés
Contenu et sémantique
Optimisation Métas
Données structurées (pour que vos pages soient plus visibles dans les résultats)
Réalisation du site internet :
- Vitrine
- Catalogue
- E-commerce
- Enchères
- Extranet
et de vidéos
Gestion de stock
Planning et gestion de production
Commandes fournisseurs
Connexion de votre CRM
avec votre site internet et avec Sage
...
Déploiement du CRM Pipedrive (les prospects sont directement créés dans votre CRM)
Modernisation et automatisation de votre système d’information
Hyper-personnalisations de Pipedrive
Support d’aide à la vente
Click on image above to enlarge
%
Satisfied customers
%
More sales efficiency
Successful projects
and achieve ROI in just a few months.
Thanks to EXOCORPwe have improved our sales. Deployment by their consultant has been a real lever for growth.
The consulting hour offered by their expert made all the difference at the start of our project. The personalized advice we provided enabled our staff to adopt the product quickly.
EXOCORP was with us every step of the way. Their mastery and their support by an integrator were crucial to the success of our digitalization, and they continue to support us.
The deployment of “Pipe with EXOCORP was a real game-changer for us. Thanks to personalized support from a consultantWe have been able to automate numerous actions and significantly increase our sales efficiency.
EXOCORP’s excellent level of expertise has enabled us to adapt the software to our specific needs. Their expertise asintegrator has not only improved our lead generation, but also enabled our sales staff to focus on high-potential opportunities. The return on investment is undeniable thanks to the support of our consultant.
Working with EXOCORP has been an enriching experience. Their support and training by a expert allowed us to take full advantage of the solution.. Our sales processes now run more smoothly, and our staff are more motivated than ever.
We were skeptical at first, but EXOCORP convinced us with their global approach and in-depth knowledge of the solution.. Today, our sales pipeline is clearer and better managedThis allows us to make more informed decisions.
Would you like to talk to one of our customers?
We work with companies of all sizes, including independent consultants. Schedule a few minutes to talk to us, and we’ll direct you to the consultant best suited to the size of your company and the issues you face.
Frequently asked questions
Why choose EXOCORP over the free Pipedrive Academy?
How does EXOCORP guarantee sales performance after training?
Is the training tailored to administrators, managers and users?
Why invest in your digital training material?
Any other questions?
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