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Exploring the Essential Features of “Paul Minors – Master Pipedrive – Course Only”
Overwhelmed trying to figure out Pipedrive?
When you get started with Pipedrive, figuring out how to structure your sales process can be overwhelming. Pipedrive can do a lot, how do you know where to start and what features to use?
You probably have a basic understanding of Pipedrive and now you’re ready to learn more; you want to make Pipedrive the main hub for your sales team and have everything in one place but don’t have time to figure it out on your own.
My name is Paul and I’ve helped hundreds of clients to streamline their sales process using Pipedrive.
Streamline your sales process with Pipedrive!
Think of me as your virtual Pipedrive support guide. Working with me, you’ll learn:
1) HOW TO STREAMLINE YOUR SALES PROCESS: By using Pipedrive to manage your sales process, we can drastically improve your teams efficiency and sales.
2) CENTRALIZE YOUR WORK IN ONE PLACE: Learn how make Pipedrive the hub for all your contacts, notes and client communication.
3) IMPROVE TEAM ADOPTION: You don’t want your teams use of Pipedrive to slowly fizzle out. Follow my onboarding process to increase adoption and establish best practices. This is particular important for growing companies.
4) AUTOMATE YOUR SALES PROCESS: Learn how to build automated workflows and integrate with 3rd party tools that will save you time and help you to close more sales.
Introducing… Master Pipedrive: online course + coaching
This at-your-own-pace course outlines the process I’ve used for years working with hundreds of one-on-one clients. You’ll be guided through the necessary steps to set up and optimise your account. I’ll teach you how to onboard your team and share all the best practices to follow to ensure Pipedrive is successfully adopted.
You can get help directly from me at any time via my private Slack community or by joining weeky group coaching calls! There are also options to get additional one-on-one support and team training hosted by me (Paul)!
What do the lessons cover?
When you purchase, you’ll get access to the following lessons via your customer account. This is a “go at your own pace” program where you’re free to view the lessons whenever you like:
MODULE 1: PLANNING YOUR PIPEDRIVE STRATEGY
- 1.1: Introduction (3:16)
- 1.2: Your Pipedrive vision and purpose (6:17)
- 1.3: Planning your Pipedrive tech stack (9:16)
MODULE 2: SETTING UP YOUR PIPEDRIVE ACCOUNT
- 2.1: Organisations, contacts, deals & leads (15:01)
- 2.2: Setting up your pipeline(s) (16:17)
- 2.3: Using products and custom fields to store information (15:43)
- 2.4: Activities and lost reasons (14:01)
- 2.5: Importing data from a CSV file (10:46)
- 2.6: Using filters to find information (10:26)
- 2.7: How to bulk update information (7:11)
- 2.8: Setting up sales goals (9:33)
MODULE 3: TEAM ONBOARDING
- 3.1: Planning your Pipedrive rollout (10:13)
- 3.2: Define protocols and best practices (12:53)
- 3.3: User permissions, visibility and teams (8:57)
- 3.4: Training your team (recommended agenda) (8:49)
More videos coming soon… (Last Updated: September-2021)
MODULE 4: USING PIPEDRIVE ON A DAILY BASIS
- 4.1: Using leads, contacts vs. deals (12:28)
- 4.2: Activities, automation and calendar sync (20:10)
- 4.3: Scheduling appointments with Pipedrive or Calendly (13:10)
- 4.4: Email integration, templates, automation and bulk messaging (20:25)
- 4.5: Calling via the Pipedrive caller and mobile app (8:08)
- 4.6: Insights, dashboards and reports (21:18)
- 4.7: Subscriptions, payment schedule and revenue forecasting (19:46)
- 4.8: Creating Smart Documents in Pipedrive (12:17)
- 4.9: Automating your sales process with Workflow Automation (24:29)
MODULE 5: INTEGRATIONS & AUTOMATION
- 5.1: Create new contacts and deals with Zapier (18:45)
- 5.2: Adding contacts to a newsletter or drip campaign (18:42)
- 5.3: Posting Pipedrive updates to Slack (6:43)
- 5.4: Auto-generate proposals and quotes with Pandadoc (9:35)
- 5.5: Auto-generate contracts with Webmerge (13:25)
- 5.6: Invoicing via Quickbooks or Xero (8:06)
- 5.7: Using LeadBooster to get more leads (15:28)
- 5.8: Linking Pipedrive to a project management system (13:23)
- 5.9: My booking system and email automation explained (23:25)
What’s included?
? Master Pipedrive Course + Updates
Get my complete step-by-step program. This is the process I’ve used with clients on projects that normally cost between $3-7,000. As new Pipedrive features are released, I’ll be updating the course material so you always know how to make the most out of what Pipedrive has to offer.
? Automated Zapier Workflows
Install my plug-and-play Zapier workflows and start automating your sales process, fast! Link Pipedrive to your website, automate emails, link with your email CMS and more…
? Private Slack Community ($397 value)
Join my private Slack channel. This is great for asking quick questions and sharing ideas with other Pipedrive users who have gone through the training.
?? Group Coaching x2/wk with Paul Minors ($1,200 value)
Connect with me twice a week during group coaching calls. No agenda, small groups. Turn up with your questions or share your screen to get feedback. Can’t make it? Submit your questions and watch the replay later.
Private Sessions with a Pipedrive Expert
Private Sessions with a Pipedrive ExpertYou can book private consulting sessions with Paul or one of his approved Pipedrive Expert. These sessions can be used however you like; we can answer your questions, train your team or help with integrations and automation. Private sessions are $250 per 90-minute session on the monthly plan. Or get 4x 1-hour sessions for FREE on the unlimited plan.
“How is it different from your YouTube videos?”
My YouTube videos are very ‘lite’ and cover quick features. Think of them as the teaser trailer before you watch the feature film. This course is a step-by-step process of how to set up and rollout Asana to your team.
The program also gets you access to ME! Join weekly group calls and get 1:1 support. You can also learn from other dedicated customers via my private community.
“I’m busy, how long will this take?”
My lessons get to the point without all the “fluff” so you can get answers fast. Past students often comment on how practical the material is and how clearly lessons are explained.
It’s best if you can watch the course from start to finish (there’s around 7-8 hours of content all up). But if you want to pick and choose which lessons to watch, that’s fine. You’ll also be able to get your questions answered by me each week when you join my group coaching calls.
The timing is never right to make a radical change to your business. Previous clients have often commented on how adopting a new tool can be scary and time consuming. But at the end of the day they’ve always come back wishing they’d done this 6 months or a year ago.
“Couldn’t i just figure this out on my own?”
Most of the people I work with understand the value of their time and prefer to work with an expert who can help them fast-track their learning and avoid costly mistakes. A lot of people come to me having tried figuring things out on their own only to find they’re not using Pipedrive in the best way. I’m also able to point out ways of using Pipedrive and automating your sales process that you may never discover on your own.
Following my approach means you’ll get to where you want to be in a lot less time compared to if you go it alone. Ultimately our objective is to use Pipedrive to save time. Then you can work more “on” the business and less “in” the business.
Working with Paul has been great as we rebuild Pipedrive to fuel future sales growth. The Master Pipedrive course is a brilliant resource and point of reference, while the one-on-one sessions have allowed me to bring all manner of thoughts, questions and challenges to the table and really tap into Paul’s knowledge to find solutions that will scale as we do!Geoff GriffithsBuilt Visible
“Should I join?”
Not everyone is right for this program and I don’t want to waste your time. Here’s what I think:
? You’ll love this program if:
- You want to maximise the performance of your Pipedrive account.
- You realise that paying for a CRM each month isn’t enough. Quality-in determines quality-out and you want to use Pipedrive in the best way to boost sales in your business.
- You want to learn “over the shoulder” from someone who’s helped hundreds of clients to maximise their use of Pipedrive.
- You want to learn from other Pipedrive users who have experienced what you’re going through.
- You want to connect with me in person to get help optimising your sales process and training your team.
- You like specifics and don’t have much patience for “fluff”.
? This program isn’t for you if:
- You’re hoping that the program will suddenly fix all your problems.
- You don’t use Pipedrive or aren’t planning on it any time soon.
- You don’t want to automate your sales process and are happy doing things manually.
- If you’d prefer to work with an expert on an adhour hourly basis. While I do offer 1:1 consulting, my video training prepares you for sessions so we can use the time effectively.
- You’re happy with your sales process, how you follow up and don’t want to change how you sell in the slightest.
- You “don’t have time”. The program requires at least a few hours a week over the short-term and a willingness to learn.
Please see the full list of alternative group-buy courses available here: https://lunacourse.com/shop/
