Attend Free Live Sessions
Regular weekly training sessions with live mentors, who personally walk you through your customization settings and account modules. If you are advising student on college applications, you need a software tool that understands what you do. You'll set up your account and begin onboarding students right away.
Video Tutorials
If you like to move forward on your own and use our team as a touchstone, we understand. Register for your trail and right away you'll experience our in-app FTUE, First Time User Experience tour. Set up your entire account with step-by-step videos. Keep notes on your customization desires and book an on demand meeting with your Tech-Mentor,
Mentorship Circles
New to college planning, managing a tutoring office, working in a high school, transitioning to
Support Portal Ticket Tracking
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Live On Demand Support
Admissions is time sensitive and full of moving parts. When you hit a snag you'll want the ability to reach a person who will meet you online, share your screen and get you back to focusing on your students.
Collaboration Lab
CounselMore started with 2 years and over 200 interviews and surveys, recording the day-to-day practices and challenges of educational planning practitioners. While educational consulting has been around 50+ years. Research on our industry's needs still remains critical to all we do. The Collaboration Lab continues the spirit of discovering and building solutions together. Sign into your account and collaborate on feature requests.
ALL MEMBERS
Free Onboarding Program
Register and begin your 14 day free trial. Reserve your live training sessions from within your Settings menu. Watch the pre-training videos and gather your questions. Arrive at your virtual meeting, share your screen and your Tech-Mentor will personally help you build your account. Attend Study Hall and meet other new members as they make their organizational choices. Attend Master Classes offered by seasoned colleagues to learn how they counsel more students by building their service delivery plans into CounselMore.
MULTI COUNSELOR TEAMs
Premium Onboarding
Multi Counselor plan holders begin with a 14 day free trial of the single counselor plan and then migrate to their multi counselor plan with a Tech-Mentor and Account Manager. Their transition begins with a private Q&A strategy session, weekly check-ins leading to Implementation Session. Leadership training, team training, support for your clients, ongoing support for your team - and customization services for your brand. Included in the cost of your plan.
SINGLE COUNSELORs
Premium Onboarding
Small companies need big support. With CounselMore membership you are joining a network of colleagues, affiliates, partners, throughout the educational services ecosystem. Unique partnerships extend benefits to our members who have small businesses and need unique support. From total hands-on onboarding and account set up, website building, web-maintenance, Tech-Club and custom development needs - we are here to help you know and grow.
NEW TO EDUCATIONAL CONSULTING
Being new to anything is an awkward feeling. Most new educational consultants speak about dedicating their time and attention to training programs that left them with more questions. New members of CounselMore are surprised by our pragmatic resource sharing, ACCELERATOR Academy, codified college-readiness plans, making it so easy for anyone with an interest in educational planning for student success to learn the steps every student needs before applying to college, submitting financial appeals, athlete recruitment and the service platform to deliver and track those services effortlessly.
ADMISSIONS EVENTS
CALENDAR
Multi Counselor plan holders begin with a 14 day free trial of the single counselor plan and then migrate to their multi counselor plan with a Tech-Mentor and Account Manager. Their transition begins with a private Q&A strategy session, weekly check-ins leading to Implementation Session. Leadership training, team training, support for your clients, ongoing support for your team - and customization services for your brand. Included in the cost of your plan.
MEMBERS MONTHLY NEWSLETTER & GUEST BLOG
Small companies need big support. With CounselMore membership you are joining a network of colleagues, affiliates, partners, throughout the educational services ecosystem. Unique partnerships extend benefits to our members who have small businesses and need unique support. From total hands-on onboarding and account set up, website building, web-maintenance, Tech-Club and custom development needs - we are here to help you know and grow.
Live Sessions
- Learn the Pipedrive fundamentals to streamline your customer data.
- Get expert tips to refine your workflow and improve your sales process.
- Discover sales courses that help you leverage your CRM solution to win more deals.
- Unlock in-depth marketing training courses covering sales pipelines, email marketing and more.
Video tutorials
- Learn how to use the latest Pipedrive features with quick product tutorials.
- Share playlists with new team members to speed up the onboarding process.
- Upskill yourself with videos on products and features that you aren’t using to their full potential.
Webinars
- Learn about CRM tools and features straight from our product engineers and managers.
- Ask us anything you need to know to optimize your sales game.
- Master your pipeline setup and make sure you tailor it to your needs with professional advice.
How to learn CRM tips with online courses
Pipedrive’s Academy courses are packed with quick, clear videos to help you make the most of our CRM tool.
Access detailed video tutorials for Pipedrive features and add-ons such as Campaigns and Automations, or find more general videos to polish your sales management.
Watch webinars with sales and marketing thought leaders about how to take your talents to the next level.
We’ve designed our videos to help everyone, from Pipedrive CRM platform beginners to seasoned sales pros. So, whether you’re just starting on your sales, marketing or CRM journey or want to refine your knowledge, you'll be able to find the right course for you.
What can I find in Pipedrive Learn?
Our experts have compiled all our online courses and product guides in one place, so you don’t have to spend valuable time searching across platforms. With our in-depth tutorials, you can learn the following:
- How to make the most of every customer interaction with Pipedrive CRM
- All about leveraging crucial insights to create easy-to-read dashboards inside Pipedrive
- Tips to cultivate your business processes and up profitability as a small business
- Advice on refining your CRM to offer top-class customer support
- How to create stunning marketing campaigns with our Campaigns templates
As well as much more!
Trusted by over 1000 educational service teams around the world
"It has made our sales department more effective and efficient. It’s easy to use and it’s constantly updated. It’s easy to use and it’s constantly updated."
Ana Rinck
Operations Manager, BAKERpedia
"It has made our sales department more effective and efficient. It’s easy to use and it’s constantly updated. It’s easy to use and it’s constantly updated."
Ana Rinck
Operations Manager, BAKERpedia
"It has made our sales department more effective and efficient. It’s easy to use and it’s constantly updated. It’s easy to use and it’s constantly updated."
Ana Rinck
Operations Manager, BAKERpedia
FAQ
How to get most out of Pipedrive?
Pipedrive CRM is overflowing with intelligent tools to improve your sales and marketing processes. Our CRM platform offers everything from marketing automation features to in-depth sales reports.
Seamlessly keep track of leads and potential customers with Pipedrive’s intuitive pipeline view. Get notified when your prospects are ready to close a deal so you can follow up at precisely the right time.
Centralize all your customer information under one roof and integrate it with your digital marketing tools. Add custom fields for contacts and separate them by industries to ensure you target the hottest leads.
Start using Pipedrive Learn today to make the most of your powerful CRM tool and keep the deals rolling in.
Training & Onboarding Included in every plan
Free Onboarding Program
From within your CounselMore app you have several tools to move you forward faster.
QUICK START GUIDE
FTUE
TRAINING BOARD
RECORDED SESSIONS
LIVE SESSIONS
Questions through app
on demand support with tech mentor calls
Paid Training & Onboarding Programs
Hire a team to build your account
Transfer your data
Enhance your customization options and work with the dev team on your tech solutions projects.
Knowledge Base & Full Schedule
Live Webinars
Community Events
Admissions Events
Training Schedule
How to Schedule
What you'll study
How to Study
Study Hall
Submit Questions from app
Find your Training Topic
Join a live demonstration
Traiing Board in app
List of srticles by subject
Apprentice study options - mentorship (link to apprentice page)
Don't be shy about asking for help
Live Help
Email Help
Get Started tutorial = account set up
pdf single counselor onboarding
pdf multi counselor onboarding
Feeling Lost? Get Found!
Actual members of CounselMore share their screen and demonstrate how they use CounselMore tools in their day-to-day practice.
pdf single counselor onboarding
pdf multi counselor onboarding