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. … Read More
Apps
10 Hidden Asana Features [VIDEO]
We often show clients little features in Asana that get a big reaction. People tell us ‘WOW! I didn’t know Asana could do that!’. So I asked my team, what are the features that you show people that they’re … Read More … Read More
Tags: Apps, Efficiency, Project Management, Task Management, Video
How to integrate Pipedrive and LinkedIn with Surfe [VIDEO]
How to connect Calendly to Pipedrive using Zapier [VIDEO]
Learn how to connect Calendly to Pipedrive using Zapier. In this video, I show you how to use Zapier to create an organization, person, deal and activity in Pipedrive when you receive a booking via Calendly. … Read More
Getting started with Pipedrive’s Workflow Automation [VIDEO]
Pipedrive’s Workflow Automation feature helps you to automate simple deal updates and follow ups throughout your sales journey. It works on a trigger – action system, similar to other automation tools like Zapier. … Read More
Tags: Apps, Automation, Efficiency, Video
How to store operating procedures SOP’s in Asana [VIDEO]
Creating Standard Operating Procedures (SOP’s) help you to document your processes so that you can follow a consistent checklist when executing on a project. It also makes it much quicker when onboarding new team members and teaching them your process. … Read More … Read More
Tags: Apps, Efficiency, How To, Project Management, Video
The ultimate Pipedrive reporting dashboard [VIDEO]
One of the main benefits of using a CRM is how it can help you to get better at selling and convert more deals into customers. To do this, you need to understand some key metrics behind your sales process, … Read More … Read More
Tags: Apps, Efficiency, Organisation, Video
How to make Pipedrive contacts more ‘searchable’ [VIDEO]
Pipedrive permissions & visibility options explained [VIDEO]
In this video, I explain how to use the permission and visibility options to control what your team can see and do in Pipedrive. … Read More
How I run my business with Asana [VIDEO]
In this video, I share how we use Asana in my business to organise the work we’re doing and to communicate as a team. … Read More
Tags: Apps, Efficiency, Project Management, Routine, Task Management, Video