Blog
How to build a sales CRM in Asana [VIDEO]
Learn how to create a simple sales CRM in Asana. While Asana isn’t purpose-built to be used as a CRM (and lacks some of the more advanced features that CRMs like Pipedrive have), it’s a great option if you’d prefer to keep all your work inside one tool, rather than setting up a separate CRM system. I’ll show you how to customise your CRM with fields to capture important information, how to automate your next steps using rules and how to report on key sales…
Pipedrive Security Features [VIDEO]
An overview of the main security features and permissions inside Pipedrive. Learn how to customise user permissions and visibility. I also cover the main security features in Pipedrive including security rules and alerts. And finally, learn how to use the security dashboard to monitor your account.
Behind the Scenes: Our Standard Operating Procedures SOPs [VIDEO]
Take a behind-the-scenes look at how I’ve set up Standard Operating Procedures (SOPs) in my business, MinorCo. SOPs help us to follow a consistent process every single time so we don’t miss an important step and this ultimately helps us to save time and create systems that support the growth of the business.
My 5 favourite Asana features (Oct 2024)[VIDEO]
Here are my 5 favourite features of Asana that save us time and help us to standardise the processes within our business.
My 5 favourite Pipedrive features (Sept 2024) [VIDEO]
Here are my 5 favourite features of Pipedrive that save me time and help me to get more value from this CRM.
A tour of an Asana expert’s account Sep 2024 [VIDEO]
If you’re not sure if you’ve set up your Asana account in the best way, then take a look at how the professionals do it! In this video, watch a behind the scenes look at how we use Asana at MinorCo to manage our work and communicate as a team.
Getting started with Mimestream [VIDEO]
For years, I’ve been using the Mail app on the Mac to manage my personal (iCloud) and work (Gmail) email. But Mail hasn’t been optimised for Gmail users and it never will be.
How we set up our Pipedrive account [VIDEO]
If you’re not sure if you’ve set up your Pipedrive account in the best way, then take a look at how the professionals do it! In this video, watch a behind the scenes look at how we use Pipedrive at MinorCo to track our consulting and subscription deals.
Asana for Agencies & Client Facing Businesses [VIDEO]
One of the most common types of clients we work with is agencies and client-facing businesses (eg. law firms). Asana is perfect for this type of business and in this week’s video, I’m going to show you some of the ways you can manage your client work more effectively and how you can ultimately get better results for your clients.
Exploring Pipedrive’s new AI features [VIDEO]
In this video, I demo the new AI features inside Pipedrive. Now, a lot of companies are experimenting with AI and if you watch this video 6 months from now, you may find these features have changed or there are new AI capabilities entirely. I’m really excited to see what Pipedrive do next!