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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). Continue reading
Documenting your processes not only helps to improve your efficiency but it’s necessary if you ever plan to scale your business.
By having a checklist or notes on how to complete a specific task, you can get the work done quicker as you don't have to remind yourself of the process each time. And you’re less likely to miss an important step that could set you back later.
Your team's use of Asana will greatly improve if you follow a few best practices when creating and assigning tasks. Here are some tips on what to include in a task so that the assignee has everything they need to do their work as quickly as possible.
When I created my personal website back in 2014 like most new businesses, I thought to myself, ‘What should my logo be?’ I really didn’t give it too much thought at the time and that’s kind of the point of this story.
If you're an Apple Notes user, one of the main questions you'll need to think about when organising your notes is how best to organise your notes and whether to use Notebooks or Tags.
We often find that Asana users don't use their ‘My Tasks' page properly and can't see what they should be working on next. In this video, I share some tips on how to clean up and organise your My Tasks so you can keep on top of your work and see what to work on next.
If you’ve ever heard the story or seen the Tom Hanks movie about Apollo 13, you may remember that the crew almost didn’t make it. After a routine procedure led to the explosion of one of the ship's oxygen tanks, the crew had to shut down almost all systems on the ship in order to preserve power which they would need to reenter the earth's atmosphere and land safely. This meant turning off their guidance computer, waste management systems and even the ship's heating system.
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.
In this video, learn how to get started with Fantastical (affiliate link). I've been an Apple Calendar user for a while but after exploring some of Fantastical's Premium features, I decided to make the switch. I particularly like creating calendar sets so I can view my team's calendars without cluttering up my calendar.
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.