Learning and Resources in Pipedrive - Solution for Guru

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Learning and Resources in Pipedrive

Overview
Pipedrive offers a wide range of learning resources to help users of all experience levels get the most out of the platform. Whether you’re just starting or looking to fine-tune your sales process, this guide will show you where to find tutorials, training, webinars, community help, and more.


🎓 Getting Started: Onboarding Resources

If you’re new to Pipedrive, start with these foundational materials:

Pipedrive Academy

An official learning platform with free, interactive video courses.

What You’ll Learn:

  • How to set up your account
  • Managing deals and pipelines
  • Automating workflows
  • Customizing your CRM

🧭 Getting Started Guide

A quick-start checklist that walks you through setting up your account and beginning to use Pipedrive effectively.

Includes:

  • CRM setup steps
  • Importing contacts
  • Creating your first pipeline

📚 In-Depth Knowledge: Support and Documentation

📖 Pipedrive Knowledge Base

The go-to library for step-by-step instructions on using every feature in Pipedrive.

Topics Include:

  • Feature walkthroughs
  • Troubleshooting tips
  • Billing and subscription info

🔍 Searchable Help Widget

Use the in-app help icon (bottom-right corner) for instant answers while working inside Pipedrive. It links to relevant help articles and tutorials.


🖥️ Live and On-Demand Learning

🎥 Webinars and Live Training

Attend regular sessions hosted by Pipedrive experts, including live Q&A and product deep-dives.

Types of Webinars:

  • Getting Started (new users)
  • Masterclasses (advanced users)
  • New Feature Releases

🤝 Community and Peer Support

💬 Pipedrive Community Forum

A space to connect with other users, share tips, ask questions, and stay informed about product updates.

Categories Include:

  • Sales tips & tricks
  • Workflow automations
  • Product feedback
  • Use case discussions

🛠️ Pipedrive Marketplace

Explore 300+ apps and integrations to extend the power of your CRM.

Categories:

  • Email & Communication
  • Marketing Automation
  • Analytics & Reporting
  • Customer Support

📩 Personalized Support Options

💡 In-App Chat Support

Available on most plans for real-time help from a Pipedrive specialist.

✉️ Email Support

Submit a ticket or send questions via the support portal.

🧑‍🏫 1:1 Onboarding (Professional & higher plans)

Work directly with a customer success manager to tailor your setup.


📢 Stay Updated

📰 Pipedrive Blog

Articles, sales strategies, product updates, and CRM trends.

🔄 Product Updates Page

Stay current on new features and improvements.

🏁 Final Tips

  • Bookmark the Knowledge Base and Academy for ongoing learning.
  • Join the Community Forum to stay connected with other users and experts.
  • Make use of the Webinars for real-time learning opportunities.

Whether you’re a sales rep, team lead, or admin, Pipedrive offers the tools and resources to help you succeed.