Email

  • Getting started with Mimestream [VIDEO]

    Apple, Apps, Email, How To, Video

    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.

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    By Paul Minors•Posted on 09/09/2024•0 comments

  • Exploring Pipedrive’s new AI features [VIDEO]

    Email, Video

    In this video, I demo the new AI features inside Pipedrive. Now, a lot of companies are experimenting with AI and if you watch this video 6 months from now, you may find these features have changed or there are new AI capabilities entirely. I’m really excited to see what Pipedrive do next!

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    By Paul Minors•Posted on 02/08/2024•0 comments

  • Pipedrive Campaigns [Tutorial for Beginners] [VIDEO]

    Email, Video

    Generating sales often comes down to catching people with the right offer at the right time. Sending marketing emails is a great way of nurturing your prospects and keeping top of mind until the prospect is ready to buy.

    Learn how to get started with Campaigns in Pipedrive. The Campaigns feature is great for sending marketing emails, newsletters or nurture sequences to your prospects or customers. The nice thing about Campaigns is it’s native to Pipedrive…

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    By Paul Minors•Posted on 23/05/2024•0 comments

  • How to Sync Gmail or Outlook with Pipedrive [VIDEO]

    Efficiency, Email, How To, Video

    In 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.

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    By Paul Minors•Posted on 12/04/2023•0 comments

  • How to send newsletter campaigns from Pipedrive [VIDEO]

    Apps, Email, How To, Video

    Until now, if you’ve ever wanted to email your leads or past customers, you’ve had to sync your Pipedrive contacts to a third-party tool like Mailchimp or ConvertKit.

    Well, I have some great news…! Pipedrive is in the process of rolling out out a new feature called Campaigns. This optional add-on allows you to compose and send email newsletters right inside your Pipedrive account. This means you don’t have to go through the hassle of syncing your contacts to a third-party provider.

    This is particularly useful if you have a long…

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    By Paul Minors•Posted on 26/08/2021•0 comments

  • How to sync Pipedrive to Mailchimp or Active Campaign [VIDEO]

    Apps, Automation, Efficiency, Email, How To, MailChimp, Sales, 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 adding them to a newsletter or drip campaign.

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    By Paul Minors•Posted on 23/06/2021•0 comments

  • Daily habits every Pipedrive user should follow [VIDEO]

    Email, Habits, Notes, Video

    The success of a sales team comes down to building habits that support your sales goals. For example, being really diligent with following up on leads or keeping in touch with clients on an ongoing basis.

    In this video, I talk about some of the daily habits every Pipedrive user should follow. When you log in to Pipedrive each day, here are the following habits you should try and adopt to ensure Pipedrive is being used effectively.

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    By Paul Minors•Posted on 24/06/2020•0 comments
  • why you should run your business with asana

    Why You Should Run Your Business with Asana

    Apps, Email, Leadership, Project Management, Startups, Team Work, Time

    “My favorite things in life don’t cost any money. It’s really clear that the most precious resource we all have is time.” – Steve Jobs

    This is the first in a three-part blog series on how to get your small to medium sized business setup on Asana. In this post I’d like to set the scene by talking through how your business can benefit from using Asana and why you should take the time to get your team setup using this awesome tool!

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    By Paul Minors•Posted on 19/06/2015•0 comments

What do the lessons cover?

When you purchase, you’ll get access to the following lessons via your customer account. This is a “go at your own pace” program where you’re free to view the lessons whenever you like:

MODULE 1: PLANNING YOUR PIPEDRIVE STRATEGY

  • 1.1: Introduction (4:10)
  • 1.2: Your Pipedrive vision and purpose (4:12)
  • 1.3: Planning your Pipedrive tech stack (8:50)

MODULE 2: SETTING UP YOUR PIPEDRIVE ACCOUNT

  • 2.1: Organisations, contacts, deals & leads (15:01)
  • 2.2: Setting up your pipeline(s) (28:24)
  • 2.3: Labels, data fields and products (42:40)
  • 2.4: Activities and lost reasons (14:01)
  • 2.5: Importing data from a CSV file (10:46)
  • 2.6: Using filters to find information (10:26)
  • 2.7: How to bulk update information (7:11)
  • 2.8: Setting up sales goals (16.02)
  • 2.9: Project management in Pipedrive (30:43)

MODULE 3: TEAM ONBOARDING

  • 3.1: Planning your Pipedrive rollout (10:13)
  • 3.2: Define protocols and best practices (12:53)
  • 3.3: User permissions, visibility and teams (17:17)
  • 3.4: Training your team (recommended agenda) (8:49)

More videos coming soon… (Last Updated: November-2024)

MODULE 4: USING PIPEDRIVE ON A DAILY BASIS

  • 4.1: Using leads, contacts vs. deals (12:28)
  • 4.2: Activities, automation and calendar sync (20:10)
  • 4.3: Scheduling appointments with Pipedrive or Calendly (13:10)
  • 4.4: Email integration, templates, automation and bulk messaging (36:09)
  • 4.5: Calling via JustCall and the Pipedrive mobile app (14:05)
  • 4.6: Insights, dashboards and reports (21:18)
  • 4.7 Revenue forecasting, payment instalments and subscriptions (18:20)
  • 4.8: Creating Smart Documents in Pipedrive (12:17)
  • 4.9: Automating your sales process with Workflow Automation (24:29)
  • 4.10: Sending email campaigns (24:51)

MODULE 5: INTEGRATIONS & AUTOMATION

  • 5.1: Create new contacts and deals with Zapier (18:45)
  • 5.2: Adding contacts to a newsletter or drip campaign (18:42)
  • 5.3: Posting Pipedrive updates to Slack (6:43)
  • 5.4: Auto-generate proposals and quotes with Pandadoc (9:35)
  • 5.5: Auto-generate contracts with Webmerge (13:25)
  • 5.6: Invoicing via Quickbooks or Xero (8:06)
  • 5.7: Using LeadBooster to get more leads (15:28)
  • 5.8: Linking Pipedrive to a project management system (13:23)
  • 5.9: My booking system and email automation explained (23:25)

What do the lessons cover?

When you purchase, you’ll get access to the following lessons via your customer account. This is a “go at your own pace” program where you’re free to view the lessons whenever you like:

MODULE 1: PLANNING YOUR ASANA STRATEGY

  • 1.1: Introduction (4:28)
  • 1.2: Your Asana vision and purpose (13:23)
  • 1.3: Planning your Asana structure (17:31)
  • 1.4: Members vs. Guests (5:39)
  • 1.5: The Pyramid of Clarity (4:39)

MODULE 2: SETTING UP YOUR ASANA ACCOUNT

  • 2.1: Setting up a project (42:00)
  • 2.2: Using workflows, custom fields, rules, tags & forms (44:16)
  • 2.3: Should you use projects or tasks? (e.g. clients, events) (16:10)
  • 2.4: Importing tasks from a CSV (4:38)
  • 2.5: Seeing the big picture with Portfolios & Workload (19:24)
  • 2.6: Creating project and task templates (35:52)
  • 2.7: How to manage meetings (15:10)
  • 2.8: How to move projects between accounts (7:22)
  • 2.9: Planning your goals in Asana (24:40)

MODULE 3: TEAM ONBOARDING

  • 3.1: Planning your Asana rollout (10:23)
  • 3.2: Define protocols and best practices (22:41)
  • 3.3: Training your team (recommended agenda) (8:33)
  • 3.4: Improving the success of adoption (4:37)
  • 3.5: Customize your onboarding process (10:33)

MODULE 4: USING ASANA ON A DAILY BASIS

  • 4.1: Use ‘My Tasks’ to plan your day (17:09)
  • 4.2: How to communicate in Asana (14:00)
  • 4.3: Checking the inbox (9:19)
  • 4.4: Sharing project status updates (7:36)
  • 4.5: How to use Asana and Slack (9:45)
  • 4.6: Keyboard shortcuts (4:16)
  • 4.7: Filtering tasks with advanced search (5:49)
  • 4.8: How to manage approvals in Asana (4:25)
  • 4.9: Best practices for assigning a task to a colleague or VA (8:38)
  • 4.10: Daily habits every Asana user should follow (8:29)

MODULE 5: ADVANCED TRAINING AND AUTOMATION

  • 5.1: How to create projects with subsections (8:37)
  • 5.2: Automating tasks with Zapier (19:12)
  • 5.3: Time tracking options (30:33)
  • 5.4: Creating a client-facing project (5:26)
  • 5.5: Multi-homing tasks into multiple projects (10:41)
  • 5.6: Creating reports in Asana (14:33)
  • 5.7: Creating automated checklists with rules (5:21)

More videos coming soon… (Last updated: June-2024)