Pipedrive free trial for testing deals, handoffs and sales reports
Pipedrive free trial is an opportunity to test one sales pipeline with sample deals, from the first lead assignment through handoff and a closed sale.
Include a deal that stalls, another that changes owners and one that is lost. Then review whether managers can see next actions, whether representatives can find their assignments, and whether reports use the right closing dates.
How can you use the Pipedrive free trial to test deal handoffs? 🔎
Build a pipeline using the stages your team actually uses. Assign sample deals to two people and check that ownership, due dates and next actions remain visible after a handoff.
If sales reps use different business laptops, test the CRM on the devices they actually use before making it part of their daily routine.
Pipedrive advertises a 14-day trial. Set the pilot up around the number of users you expect to pay for, and ask which reporting, automation or add-on features would carry over to the paid plan.
Create sample deals with the same organization name, different owners and different closing dates. Check whether staff can tell them apart and whether the sales manager’s report attributes them correctly after reassignment.
What to prepare? 📝
- Deal owner and next activity.
- Closed and lost reasons.
- Manager reporting.
Reports, permissions and paid features 🧭
Run the same report before and after correcting a close date. Ask which permissions and reports belong to the proposed paid tier and whether trial data can be exported.
If the rollout needs training for sales staff, allow time for employees to practise assigning and updating a deal.
Ask a colleague to export the records needed for a pipeline review. Check whether dates, owners and custom fields appear as expected. If an automation creates a follow-up, test whether it still runs after the deal changes stage.
Checks before proceeding for Pipedrive free trial 📊
| Check | Record |
|---|---|
| Deal owner and next activity | Record the starting details and owner |
| Closed and lost reasons | Confirm who can complete the step |
| Manager reporting | Keep the result available for review |
Evidence to keep for review for Pipedrive free trial ✅
- Record the starting details and owner.
- Confirm who can complete the step.
- Keep the result available for review.
Record the starting settings and the result of each check. For any unexpected outcome, identify who can verify the record and whether the issue needs to be resolved before you proceed.
How to decide whether the pilot matches your sales process? 🎯
Keep the results together so the person responsible for the next step can trace the decision. Record who confirmed the details and when, especially if your test used different access from the regular workflow.
When comparing free courses for onboarding, check whether the exercises match the handoffs you expect reps to perform in the CRM.
Review the details of Pipedrive free trial again if your role or the proposed scope changes. Keep the relevant written terms with the test results so the next review starts from the same information.
FAQ ❓
1. Which deals should I create for the trial?
Use a stalled deal, a transferred deal and a closed or lost deal.
2. What should a manager check?
Verify that filters, dates and ownership produce the report used in pipeline reviews.
3. How can I compare two setups?
Use the same scenario for deal owner and next activity and compare one change at a time.
4. Where can I verify the details?
Check the official information for your product or account.
5. What should I record?
Keep your findings on closed and lost reasons and identify who verified them.
