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Pipedrive Training Manual Module 1

Pipedrive is an online CRM system that SurgiLogix and Blu-Water Medical use to maintain contact data, track sales opportunities, and manage cases. It can be accessed via a web browser or mobile app. Contact data includes individuals' details and are assigned to owners. The sales pipeline visually represents the sales process through stages from prospecting to ongoing business. Each sales opportunity is called a deal.

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611 views3 pages

Pipedrive Training Manual Module 1

Pipedrive is an online CRM system that SurgiLogix and Blu-Water Medical use to maintain contact data, track sales opportunities, and manage cases. It can be accessed via a web browser or mobile app. Contact data includes individuals' details and are assigned to owners. The sales pipeline visually represents the sales process through stages from prospecting to ongoing business. Each sales opportunity is called a deal.

Uploaded by

Jason Beach
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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PIPEDRIVE TRAINING MANUAL

MODULE 1: OVERVIEW ........................................................................................................................ 1

Video: Module 1: Pipedrive Overview ................................................................................................................... 1

What is Pipedrive? ................................................................................................................................................. 1

How do SurgiLogix and Blu-Water Medical Use Pipedrive? .................................................................................... 1

How do I access Pipedrive? .................................................................................................................................... 1

How is contact data organized in Pipedrive?.......................................................................................................... 2

What is the sales pipeline? .................................................................................................................................... 2

What is a deal? ...................................................................................................................................................... 2


Image 1a: Pipeline -> Pipeline, on PC ........................................................................................................................2
Image 1b: Pipeline -> Pipeline, on App .....................................................................................................................3

MODULE 1: OVERVIEW
Video: Module 1: Pipedrive Overview

What is Pipedrive?
Pipedrive is an on-line CRM system that helps sales representatives maintain contact data, track sales
opportunities and manage cases.

How do SurgiLogix and Blu-Water Medical Use Pipedrive?


SurgiLogix and Blu-Water Medical (SLX/BWM) use Pipedrive to maintain contact data, help convert new
sales opportunities to committed product users and separately to track cases. Sales opportunities and
cases share the same contacts database but are not linked in any other way.

How do I access Pipedrive?


Pipedrive can be accessed on a pc at www.pipedrive.com or via a mobile app available in the App Store
and Google Play. To log-in the first time, access the new account email you received from Pipedrive, and
click the link to set up your password. In the future, you can access the system from your pc or mobile
device, using your email address and the password you created.

The interface and operation is slightly different based on how you are accessing the system. This
manual provides instructions for access via the mobile app and via PC.
How is contact data organized in Pipedrive?
Contact data can be viewed by person or by organization. A contact record holds the person’s long-term
contact details like name, phone number, email address and organization as well as hospital privileges.
A contact is assigned to an owner (the sales rep). Contact records also maintain a record of all actions
associated with that contact, both past and planned.

What is the sales pipeline?


In Pipedrive, a visual representation of the sales process is called the “Pipeline.” The pipeline is where
we track sales opportunities through the various stages of the sales process from prospecting to 1st case
and ongoing business.

What is a deal?
Each individual sales opportunity within the pipeline is called a “Deal.”

Image 1a shows the sales opportunity pipeline as seen on a PC. You can see the six stages of the sales
process as well as individual deals at each stage. Image 1b shows how the pipeline, stages and deals are
shown on the mobile app.

Image 1a: Pipeline -> Pipeline, on PC

Stages

Deals

View of the pipeline which tracks sales opportunities (deals) through six stages.
Image 1b: Pipeline -> Pipeline, on App

Stages (Touch and slide finger left to view next stage)

Deals

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