Organisation

The ultimate Pipedrive reporting dashboard [VIDEO]

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One of the main benefits of using a CRM is how it can help you to get better at selling and convert more deals into customers. To do this, you need to understand some key metrics behind your sales process, … Read More … Read More

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How to simplify your pipelines in Pipedrive [VIDEO]

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A common mistake new Pipedrive users make is when they over-complicate their pipelines by having more funnels than there needs to be. I’ve had clients set up pipelines for different types of deals, products or geographic areas. The issue with … Read More … Read More

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How to onboard a new salesperson to Pipedrive [VIDEO]

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One of the biggest challenges with any piece of software is getting your team to use the tool properly. When onboarding a new employee to Pipedrive, you need to follow the correct process to ensure they adopt the CRM and … Read More … Read More

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How to streamline your business with Asana [VIDEO]

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When getting started with Asana, it’s tempting to jump straight in, set up a few projects and start playing with all the features. When I work with clients 1:1, I challenge them to think about how the tool is going … Read More … Read More

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Seeing your teams work capacity in Asana (Case Study) [VIDEO]

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The Workload feature (requires Business) in Asana helps you to visualise your teams current workload and capacity to take on more work. But you have to be careful. It’s easy to set your team up for failure if you overestimate … Read More … Read More

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