Efficiency
Behind the Scenes: Our Standard Operating Procedures SOPs [VIDEO]
Continue readingTake 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.
How to manage sales follow-up in Pipedrive [VIDEO]
Continue readingLearn how to manage your sales follow-up using Pipedrive. In this video, I share some best practices to get into and some mistakes to avoid. When you follow up more effectively you’ll ensure no deal ever gets left behind and you can generate more revenue for your business.
10 Hidden Asana Features [VIDEO]
Continue readingWe 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 most impressed by. Here’s what we came up with.
Why you need a CRM like Pipedrive [VIDEO]
Continue readingNot 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.
Which VIEW should you use in Asana? [VIDEO]
Continue readingWhen you set up a project in Asana, you can choose between the list, board, timeline or calendar views. But which one should you use? I often find people use the view that looks the nicest based on personal preference rather than the best view for the project. In this video, I share some thoughts on when to use certain views:
Asana Recurring Tasks vs. Templates [VIDEO]
Continue readingRecurring tasks and templates are great for reminding you when to take repetitive actions and help you to define a clear process on how and when to do the work. I often get asked about the best practices on when to use a recurring task vs a template. They are similar, both can have details and subtasks built into them, so what’s the difference?
10 Tips for assigning good tasks in Asana [VIDEO]
Continue readingYour team’s use of Asana will greatly improve if you follow a few best practices when creating and assigning tasks. Here are some tips on what to include in a task so that the assignee has everything they need to do their work as quickly as possible.
How to Sync Gmail or Outlook with Pipedrive [VIDEO]
Continue readingIn this tutorial, you’ll learn how to sync your Gmail or Outlook with Pipedrive. By integrating your email accounts with Pipedrive, you can manage your leads and deals more efficiently, track your email communication with clients and close more deals! I’ll walk you through the step-by-step process of setting up the integration, setting up your email signature, creating templates and using email tracking to save time on follow ups.
Introduction to Asana for Project Management [VIDEO]
Continue readingIn this video, I’m going to walk through setting up a project and the project management features you can use to help you work move your work forward more efficiently.
How to use Pipedrive Smart Docs [VIDEO]
Continue readingIn this video, I show you how to use the Pipedrive Smart Documents feature to easily create documents (quotes, proposals, agreements, invoices) for sending to your leads. Smart Docs helps to reduce friction in your sales process by making it quick and easy for your clients to sign digital documents.