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 … Read More … Read More
Consulting
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 … Read More … Read More
Why you need a CRM like Pipedrive [VIDEO]
Not sure if you need a CRM? If you’re currently using your email or a spreadsheet to track your sales leads, this video outlines the benefits of using a CRM like Pipedrive (affiliate link) to track your sales opportunities. … Read More
How I’m using Pipedrive to improve client success [VIDEO]
In this video, I walk through some of the ways I’m using Pipedrive to track and improve client success. I’m really trying to take Pipedrive beyond just being a sales CRM and seeing how I can link it with my … Read More … Read More
Better contact management and email automation in Pipedrive
I often get asked about how I manage all the contacts in my business and how I market to these people using email newsletters and automation. In short, I use a combination of Pipedrive and ConvertKit (affiliate links) to manage … Read More … Read More
Asana and Pipedrive integration: How to optimise your sales and project management process [VIDEO]
[youtube https://www.youtube.com/watch?v=y1BQ_F1PsRs] Having consulted with hundreds of clients on both Asana and Pipedrive (affiliate link) individually, I’m now seeing it’s becoming more and more common for teams to use both Asana and Pipedrive together within their sales and project management … Read More … Read More