Sales

  • Pipedrive leads vs. deals [VIDEO]

    Sales, Video

    New Pipedrive users are often confused about when to use leads vs. deals. In this video, I explain the purpose of each and how to use the leads inbox to qualify your leads before you convert them into deals.

    Need help setting up Pipedrive and optimising it for your business? Join my Master Pipedrive program!

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    By Paul Minors•Posted on 15/11/2024•0 comments

  • How we set up our Pipedrive account [VIDEO]

    Consulting, How To, Productivity Tools, Sales, Team Work, Video, Zapier

    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 at MinorCo to track our consulting and subscription deals.

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    By Paul Minors•Posted on 16/08/2024•0 comments

  • How to manage a sales team in Pipedrive [VIDEO]

    How To, Management, Sales, Video

    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 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.

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    By Paul Minors•Posted on 28/06/2024•0 comments

  • Why you need a CRM like Pipedrive [VIDEO]

    Consulting, Efficiency, Freelancing, Sales, Video

    Not 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.

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    By Paul Minors•Posted on 22/03/2024•0 comments

  • 10 Time-Saving Pipedrive Automations [Video]

    Automation, Sales, Time, Video

    Master Pipedrive program!

    I’m going to show you some real automations from my Pipedrive account that I use to save time during my sales process. My goal is for this video to give you an idea of what’s possible with automation and how you may be able to use these features in your business.

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    By Paul Minors•Posted on 23/02/2024•0 comments

  • How to create sales goals in Pipedrive [VIDEO]

    Goals, How To, Sales, Video

    Have you set any sales targets for 2024?

    Pipedrive makes it really easy to set revenue, activity-based or forecast targets within your account. This helps you to hold your sales team accountable and helps with adoption as the team will have to keep Pipedrive up to date for their goal progress to be accurate. Learn how to set up goals in my latest video:

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    By Paul Minors•Posted on 18/01/2024•0 comments

  • Pipedrive Automatic Assignment Rules [VIDEO]

    Automation, Sales, Video

    Learn how to set up automatic assignment rules to route leads or deals to users or teams in your Pipedrive account based on certain criteria. This is great for assigning deals to a sales rep based on the region or perhaps based on the deal type or value.

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    By Paul Minors•Posted on 08/12/2023•0 comments

  • Pipedrive Pricing Explained (June 2023) [VIDEO]

    Sales, Video

    The nice thing about Pipedrive’s pricing is that you can choose which plan to go on based on the features you need. This means you don’t overpay for features you don’t use (like you have to with other CRM’s).

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    By Paul Minors•Posted on 07/06/2023•0 comments

  • Getting started with Pipedrive’s Custom Fields [VIDEO]

    How To, Sales, Video

    Custom fields in Pipedrive allow you to store important information related to the deals (sales opportunities) you’re working on, the people and organisations that you’re selling to. In this video, I share how to create new custom fields, the different settings and quality rules that are available. I also show how to use formula fields to perform calculations, useful for things like calculating sales commission.

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    By Paul Minors•Posted on 04/05/2023•0 comments

  • Pipedrive Custom Reporting [VIDEO]

    Marketing, Sales, Video

    Learn how to use the Custom Reporting features in Pipedrive (requires a Professional subscription). Custom reporting allows you to create your own metrics, attributes and dates to report on via your insights. For example, you could track the cost of goods sold, commission or budgets related to a deal. You can report on deal source, manufacturer and other custom attributes.

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    By Paul Minors•Posted on 14/12/2022•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)