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Articles 15.02. 2024

Key to successful Pipedrive CRM implementation: personal onboarding for all new companies for free

For all new companies that want to switch to Pipedrive, we are introducing a new service: personalised onboarding for free. Get great results from the first day of using Pipedrive. We'll teach you how to use Pipedrive for your exact line of business, increasing efficiency and maximising revenue.

A simple beginning

Get a first-class guide that will walk you through setting up Pipedrive. The guide will help with training and further education.

Roadmap to success

We'll create a success plan with you. We will define the essential milestones and take everything into account when setting up.

Learn and improve

Discover best practices and tricks of the trade that we will pass on to you through our years of experience.

Don't miss this unique opportunity to get the most out of Pipedrive CRM from the biggest CRM expert in Central Europe

One-time personal onboarding

For customers paying for a Pipedrive license up to 10.000 CZK or 400 € per month

Meet in person with a Pipedrive expert. He will help you with the first steps and setup.

Learn the best tricks and tweaks for your business
Connect Pipedrive with email, calendar, contact sync and automation basics
Sample data import

Advanced onboarding

For customers paying up to £25,000 or €1,000 per month for a Pipedrive license

Get access to multiple in-person sessions with a Giving to Pipedrive expert in the first 45 days of use.

Discover the potential of CRM during up to 4 onboarding sessions
Learn how to build professional reports and dashboards
Set the right permissions and visibility for users for even greater business success
Be invited to events hosted by Giving - meet other Pipedrive users at regular events in the Czech Republic

Personal onboarding with long-term strategic planning

For customers paying more than 25.000 CZK or 1.000 € per month for Pipedrive licenses

You get a personal guide through the entire onboarding process - who will work with you to create an onboarding plan and help you execute it.

Let's define CRM goals and a timeline for completion
Gain access to tips, tricks and best ways to use Pipedrive for your line of business
Learn by personally training you and your team
Receive training materials in the form of pdf manuals and videos
Take advantage of ongoing support
Receive updates through newsletters and regular quarterly meetings
Be invited to Giving events - meet other Pipedrive users at regular events in the Czech Republic

Go straight to trying out Pipedrive. Our expert will teach you how to use Pipedrive in record time. You'll be successful from day one using this world-class CRM for small and medium-sized businesses.

TRY PIPEDRIVE INCLUDING PERSONAL ONBOARDING

Interested in a custom solution?

We’ll get in touch with you, review your processes, and show you how successful companies do things. If you're interested, we'll guide you through the next steps and help you with the entire process of your digital transformation.