Automation
My 5 favourite Asana features (Oct 2024)[VIDEO]
Continue readingHere are my 5 favourite features of Asana that save us time and help us to standardise the processes within our business.
10 Time-Saving Pipedrive Automations [Video]
Continue readingI’m going to show you some real automations from my Pipedrive account that I use to save time during my sales process. My goal is for this video to give you an idea of what’s possible with automation and how you may be able to use these features in your business.
How to manage renewals in Pipedrive [VIDEO]
Continue readingIf you sell a product or service that renews (e.g. monthly or annually), you may be wondering what’s the best way to manage this process in Pipedrive. In this video, I explain how to set up your pipelines and how to use automation to generate automatic reminders about upcoming renewals.
Pipedrive Automatic Assignment Rules [VIDEO]
Continue readingLearn how to set up automatic assignment rules to route leads or deals to users or teams in your Pipedrive account based on certain criteria. This is great for assigning deals to a sales rep based on the region or perhaps based on the deal type or value.
Asana Rules: How to automate your tasks and workflow [VIDEO]
Continue readingAsana recently made some nice updates to how rules are created and managed in projects.
Creating rules in Asana is great for projects where you need to move tasks through a workflow (e.g. support tickets, design requests, bug tracking). And rules are great for establishing consistent processes so your team never skips a beat.
How to create Workflows in Asana [VIDEO]
Continue readingUsing Workflows in Asana, you can create pre-defined processes and rules that govern how tasks are created and managed within a project. This helps your team work more efficiently as you don’t think about what needs to be done next. Instead, the workflows in Asana keep everyone updated and it’s clear what needs to be done next.
Email nurture in Pipedrive [VIDEO]
Continue readingPipedrive’s automation and emailing features have come a long way since I first started using the CRM back in 2015. Creating a simple nurture sequence is easy and is great for getting your leads to book a discovery call, following up on quotes or nurturing leads over the long run until they’re ready to make a purchase decision.
In this video, I show you how to create a simple email nurture sequence using the native automation features in Pipedrive.
Getting started with Pipedrive’s Workflow Automation [VIDEO]
Continue readingPipedrive’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.
What can you automate with Pipedrive? [VIDEO]
Continue readingOne of the most common reasons people approach me is they need help automating their sales process but they don’t know what’s possible with Pipedrive or where to start. In this video, I’ll be sharing some examples of the kinds of things you can automate with Pipedrive. While I don’t go into specifics in this video, it’ll give you some ideas of the kinds of things that are possible.
How to sync Pipedrive to Mailchimp or Active Campaign [VIDEO]
Continue readingIn this video, I show you how to sync your Pipedrive contacts to a tool like Mailchimp or Active Campaign. This is particularly useful if you have a long sales cycle and you want to nurture your leads by adding them to a newsletter or drip campaign.