How To
How to build a sales CRM in Asana [VIDEO]
Continue readingLearn 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 to keep all your work inside one tool, rather than setting up a separate CRM system. I’ll show you how to customise your CRM with fields to capture important information, how to automate your next steps using rules and how to report on key sales…
Pipedrive Security Features [VIDEO]
Continue readingAn 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 security dashboard to monitor your account.
Getting started with Mimestream [VIDEO]
Continue readingFor 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.
How we set up our Pipedrive account [VIDEO]
Continue readingIf 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 at MinorCo to track our consulting and subscription deals.
Asana for Agencies & Client Facing Businesses [VIDEO]
Continue readingOne 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 the ways you can manage your client work more effectively and how you can ultimately get better results for your clients.
How to manage a sales team in Pipedrive [VIDEO]
Continue readingI 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 my team.
In this video, I share some tactics I use to review my team’s deals and provide feedback on how they can move a deal forward.
How we manage our client calls with Calendly and Asana [Behind the Scenes] [VIDEO]
Continue readingTake 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 when our clients book calls with us.
Getting started with Project Templates in Asana [VIDEO]
Continue readingLearn 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. Using Asana templates is a perfect for setting up standard operating procedures (SOPs) for your 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.
How to migrate team communication into Asana [VIDEO]
Continue readingMy team and I have been using Asana as our primary tool for communication since the inception of my business. By communicating in Asana, we can keep all conversations linked to our work and we don’t have to switch between email and other tools to find our conversations.
In this video, I share some tips on how you can encourage your team to make this behavioural change and how to adopt Asana as your primary tool for…