How To

SDRs in Pipedrive: How to Qualify Leads & Hand Off to Closers [VIDEO]

Posted by on | Featured | No Comments

Ever wonder if your top sales closers are wasting time on unqualified leads? It may sound counterintuitive, but adding Sales Development Representatives (SDRs) to your process could be the secret to boosting your entire pipeline. In this video, we reveal … Read More

Tweet
Share
Pin
Share
Tags: , ,

How to build a sales CRM in Asana [VIDEO]

Posted by on | Featured | No Comments

Learn how to create a simple sales CRM in Asana. While Asana isn’t purpose-built to be used as a CRM (and lacks some of the more advanced features that CRMs like Pipedrive have), it’s a great option if you’d prefer … Read More

Tweet
Share
Pin
Share
Tags: ,

Pipedrive Security Features [VIDEO]

Posted by on | Featured | No Comments

An overview of the main security features and permissions inside Pipedrive. Learn how to customise user permissions and visibility. I also cover the main security features in Pipedrive including security rules and alerts. And finally, learn how to use the … Read More … Read More

Tweet
Share
Pin
Share
Tags: ,

Getting started with Mimestream [VIDEO]

Posted by on | Featured | No Comments

 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. … Read More

Tweet
Share
Pin
Share
Tags: , , , ,

How we set up our Pipedrive account [VIDEO]

Posted by on | Featured | No Comments

 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

Tweet
Share
Pin
Share
Tags: , , , , , ,

Asana for Agencies & Client Facing Businesses [VIDEO]

Posted by on | Featured | No Comments

 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

Tweet
Share
Pin
Share
Tags: , , , , ,

How to manage a sales team in Pipedrive [VIDEO]

Posted by on | Featured | No Comments

 I recently started getting my team to do sales for the first time; it can be nerve-wracking to let go of control and hand this responsibility to others. Fortunately, Pipedrive makes it easy to keep track of and support … Read More … Read More

Tweet
Share
Pin
Share
Tags: , , ,

How we manage our client calls with Calendly and Asana [Behind the Scenes] [VIDEO]

Posted by on | Featured | No Comments

 Take a behind-the-scenes look at how we use Asana, Calendly and Zapier to create a super-efficient booking system to manage all our client calls. By setting up this system once, we never have to manually create or updates tasks … Read More … Read More

Tweet
Share
Pin
Share
Tags: ,

Getting started with Project Templates in Asana [VIDEO]

Posted by on | Featured | No Comments

 Learn how to get started with Project Templates in Asana. Using templates is a great way of creating a standardised checklist that outlines how to complete a repeatable project so that you and your team never miss a step. … Read More … Read More

Tweet
Share
Pin
Share
Tags: ,

How to manage sales follow-up in Pipedrive [VIDEO]

Posted by on | Featured | No Comments

 Learn 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 … Read More … Read More

Tweet
Share
Pin
Share
Tags: , ,