HowToUsePipedrive.com

This site is your operating guide for how to use Pipedrive effectively to increase your sales efficiency and decrease your technical debt.

If your business is B2B, or if your B2C business has a long or complex sales cycle, this site is for you.

Stop Guessing How to Configure Pipedrive

Most CRM implementations start with software. We offer a foundational blueprint that gives you clear operating rules, the Pipedrive configurations you need and a sales process that you can follow so that you have a functioning sales system from day one.

New to Pipedrive?

Follow the Blueprint

Get the blueprint for the Minimum Viable Pipedrive (MVP) Setup. The MVP Blueprint details the quickest and cleanest Pipedrive setup to give you:

Transparency on all your deals
Basic revenue forecasting
The foundation that allows you to scale without scaling your technical debt

Request the MVP Blueprint

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Reserve a month-long trial of Pipedrive and activate it when you're ready.

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Free for the first month, with unlimited users
Free onboarding guidance to implement the MVP Blueprint

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Go Live in a Week

Hand the blueprint to a CRM administrator and launch a working Pipedrive system in as little as a week.

Contact Us for Help

Need help? Contact us to implement the blueprint for you. $3,000 fixed fee.

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Already a Pipedrive User?

The blueprint still applies to you.

You can still benefit from the MVP Setup blueprint - we know that means retrofitting it to your current setup. Contact us for a free pipeline audit to see how you can improve your pipeline, decrease technical debt, and get more transparency on your sales.

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Pipedrive Won’t Fix a Broken Sales Process. But You Can.

Technology doesn’t solve execution problems. Clear operating rules, consistent behavior, and accountability do.

Choose your BLUEPRINT

Each blueprint represents an operating path for your business.

For most businesses, the Minimum Viable Pipedrive Setup is enough to give them operational clarity.

For businesses that intend to scale, contact us about a custom Sales Operations System to integrate Pipedrive with your tech stack.

Outcomes for the MVP Setup

The MVP (Minimum Viable Pipedrive) Setup was designed by sales experts with decades of experience selling and training sales teams worldwide.

This setup gives you a single-pane experience from day one, so that you can scale your sales without scaling your technical debt:

See all your open deals in the pipeline, and their next step
Email, call or schedule meetings directly from the deal
See all emails, calls, and notes related to the deal
Generate estimates, proposals and agreements directly from the deal, with electronic signature options.
Revenue forecast based on your actual conversion rates
Customize your pipeline and sales process for your business and your customers

Requirements for implementation

Before you start setting up Pipedrive, make sure you have three things ready:

A spreadsheet of all open opportunities, including the contacts and organizations associated with those opportunities
One dedicated work email address per salesperson
An overview of your sales process, including key activities like follow-ups, discovery meetings, demos, developing proposals and drafting agreements

MVP Blueprint

This schematic represents the bare minimum build out that you need to implement in Pipedrive. It includes all of the required deal, contact and organization fields, as well as operational rules, that will drive your data migration and CRM setup, and give you a clear sales process.
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Activate a trial of Pipedrive and start building
Start later: reserve your Pipedrive trial today, and activate when you're ready
Contact a certified Pipedrive partner to build your MVP pipeline

Integration, Automation, and Advanced Capabilities

The MVP setup gives you the foundations to scale your sales operations through customized integrations and automations without scaling your technical debt. It provides a wider scope of capabilities based on a proven sales doctrine and role based operating rules. In other words, you're not just getting new technology. You're being shown how to use it.

What Beyond MVP Adds to Your Setup

≡ Custom integrations that connect Pipedrive to your existing tech stack

Instead of forcing your team to work around disconnected tools, Pipedrive is configured to talk to the systems you already depend on - so data moves automatically instead of being re-entered by hand.

⊕ Automations that remove manual work at every stage of the pipeline

Repetitive tasks - follow-ups, stage changes, notifications - run themselves. Your team spends time selling, not maintaining the CRM.

⌂ A documented sales doctrine every role operates from

Every salesperson, sales manager, and CRM administrator has defined behaviors, responsibilities, and operating rules - not suggestions. The system enforces what good looks like.

↻ Role-specific operating rules built into the system

Salespeople know what they own and when. Sales managers know what to inspect and how often. CRM administrators know what to maintain and what to enforce.

Σ A management layer that runs on data, not on trust

Managers do not have to ask for updates - the system surfaces them. Pipeline reviews, activity compliance, and forecast accuracy are visible by design.

⊘ Advanced capabilities that scale without adding technical debt

Every integration and automation is built on the same foundation as the MVP Setup, so complexity never compounds. The system grows the way your business grows.

The MVP gives you a place to run sales. Beyond MVP gives you a business that runs on integrations, automation, and rules built for how you actually sell.

Requirements for a Sales Operations System

The minimum viable Pipedrive setup gets you operational. A Sales Operations System gets you integrated. If your business runs on more than a pipeline - managing projects after deals close, invoicing through accounting software, or coordinating across departments - your CRM cannot operate in isolation.

Business realities are messy. Every CRM implementation eventually plugs into something. The question is whether that connection is planned or patched together.

What a Sales Operations System Requires

≡ A documented tech stack

Every tool your business uses, mapped before you integrate anything. You cannot connect what you have not catalogued.

⊕ A middleware platform

Zapier, Make, or similar software to connect Pipedrive to your other tools without custom development. Your integrations live here.

⇋ Defined data flows

What triggers each integration, what data moves, and what happens on both ends. Undocumented data flows break silently and expensively.

▦ Project management integration

If delivery begins when a deal closes, your project management tool should know automatically. Manual handoffs between sales and delivery are where revenue leaks.

Σ Accounting integration

Invoicing and revenue reporting require Pipedrive data flowing into your financial systems. Closed deals that do not trigger invoices are not closed deals.

◎ A CRM administrator

Someone to own the system, maintain integrations, and enforce operating rules as your business scales. Systems without owners degrade.

A Sales Operations System isn't a bigger CRM. It's a connected one.

There is no standard blueprint for every business.

Every business is made up of different needs and capabilities. Contact us and we can create a blueprint for you - one that plugs Pipedrive into your existing tech stack and makes it play nice with the tools you already depend on.

Pipedrive only gives you a two-week trial

Once you activate it, the trial starts immediately
After two weeks, you pay full price per user.

Get an extended trial from certified Pipedrive partners

HowToUsePipedrive.com is run by Pipedrive Partners. You get an extended, month-long trial, and:

You can activate now, or reserve your free month-long trial for later
You get a free onboarding guide built by Pipedrive experts
You get more experienced technical support from Pipedrive experts
All of this is at no additional cost to you (we get a commission from Pipedrive, not from you)

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Free onboarding guide
Dedicated technical support from a Pipedrive Partner

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Free onboarding guide

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Contact an expert

Contact a Certified Pipedrive Partner to:

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Free for the first month, with unlimited users
Dedicated technical support from a Pipedrive Partner

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