My calendar is probably the most important productivity tool I use (even more important than Asana). It’s how I organise my life, see what’s coming up and ultimately how I plan what I should be doing.
The success of a sales team comes down to building habits that support your sales goals. For example, being really diligent with following up on leads or keeping in touch with clients on an ongoing basis.
In this video, I talk about some of the daily habits every Pipedrive user should follow. When you log in to Pipedrive each day, here are the following habits you should try and adopt to ensure Pipedrive is being used effectively.
One of the simple tricks you can use to be more efficient in Asana is to use the built-in keyboard shortcuts. There are shortcuts to help you navigate around, create tasks, add tags, change dates or assignee and even add tabby cats to your screen!
Change can be scary. And this isn’t our fault. The thing about change is that it creates mystery around what’s going to happen next and as humans we are biologically programmed to fear what we don’t know.
In this video, I walk through some of the ways I'm using Pipedrive to track and improve client success. I'm really trying to take Pipedrive beyond just being a sales CRM and seeing how I can link it with my email marketing system (ConvertKit) to deliver a better service to my clients.
My clients are often confused about what to put in Asana. Or they have misconceptions that it's only for big projects. But Asana can be used for all sorts of use cases.
In this video, I share some of the shortcuts you can use in Pipedrive to navigate around and create new contacts, deals and notes much more efficiently.
TextExpander (affiliate link) is one of my all-time favourite productivity tools. It's a great little app for Mac and PC that lets you store text that can be retrieved (or expanded) anywhere you type using little abbreviations known as ‘snippets'.
For example, if there's an email you send all the time, rather than keeping this text stored in a note or having to go through your sent email items and copy it each time, you can store the template in TextExpander and then spit it out using a snippet whenever you need to type that email.