Here are my 5 favourite features of Asana that save us time and help us to standardise the processes within our business. … Read More
Automation
10 Time-Saving Pipedrive Automations [Video]
Master Pipedrive program! I’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 … Read More … Read More
Tags: Automation, Sales, Time, Video
How to manage renewals in Pipedrive [VIDEO]
If 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 … Read More … Read More
Tags: Automation, How To, Video
Pipedrive Automatic Assignment Rules [VIDEO]
Learn 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 … Read More … Read More
Tags: Automation, Sales, Video
Asana Rules: How to automate your tasks and workflow [VIDEO]
Asana 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 … Read More … Read More
Tags: Automation, Video
How to create Workflows in Asana [VIDEO]
Using 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. … Read More … Read More
Tags: Automation, Project Management, Video
Email nurture in Pipedrive [VIDEO]
Pipedrive’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 … Read More … Read More
Tags: Automation, Video
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
What can you automate with Pipedrive? [VIDEO]
One 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 … Read More … Read More
Tags: Automation, Efficiency, Time, Video
How to sync Pipedrive to Mailchimp or Active Campaign [VIDEO]
In 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 … Read More … Read More
Tags: Apps, Automation, Efficiency, Email, How To, MailChimp, Sales, Video