Unlocking Revenue Growth with Pipedrive: Sales Process Optimisation

Tired of deals slipping through the cracks? Join this 90-min session to clean up your sales process and get more out of Pipedrive.

Sales leaders and business owners know that success doesn’t come from working harder – it comes from working smarter. And yet, too many teams still rely on scattered tools, manual processes, and inconsistent follow-ups that cause deals to slip through the cracks.

This 90-minute live masterclass is designed for business owners, sales leaders, and fractional VPs of Sales who want to unlock more value from Pipedrive and build a sales process that drives real, predictable revenue growth.

Led by Matthew Isales, founder of iSales Solutions and a trusted partner to dozens of fractional sales leaders, this session will give you practical strategies, real examples, and a live walkthrough of how to turn your CRM into a high-performing sales engine.

Whether you’re just getting started with Pipedrive or you’ve been using it for years, this masterclass will help you uncover inefficiencies, automate key steps, and transform the way your team sells.

🎯 What You’ll Learn

• The top 3 sales process pitfalls that stall deals (and how to fix them)
• How to design a simple, scalable, and effective sales process inside Pipedrive
• Key automations to save time and prevent leads from slipping through the cracks
• What a healthy, revenue-driving pipeline actually looks like (with real examples)
• How to track performance and forecast accurately using built-in Pipedrive tools

This masterclass will show you:

1. A Proven 5-Stage Sales Process They Can Implement Immediately

2. How to Use Pipedrive to Drive Efficiency and Results

3. Practical Ways to Identify and Fix Sales Bottlenecks

Agenda

1. Welcome + Intro
2. Section 1: Common Sales Process Pitfalls
3. Section 2: Foundations of an Optimized Sales Process
4. Quick Reflection Break
5. Section 3: Pipedrive in Action
6. Live demo continues with fresh engagement after the break
7. Stretch + Reset Break
8. Section 4: Tying It All Together
9. Q&A + Call to Action

🗣 Masterclass host:

Matthew Isales is the founder of iSales Solutions, a consultancy dedicated to helping businesses streamline their sales operations through expert Pipedrive implementation and sales process design. With a proven track record of partnering with dozens of fractional VPs of Sales and growth-focused companies, Matthew’s team has built scalable CRM systems that drive efficiency, improve forecasting, and boost close rates. He brings a unique blend of strategic insight and hands-on technical skill to every engagement—turning messy, underutilised CRMs into powerful revenue tools. In this masterclass, Matthew shares practical frameworks and real examples to help you unlock the full potential of Pipedrive and build a sales process that truly works.