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 […]
All posts in Pipedrive
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 […]
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.
In this video, I discuss some ways you can use the reports, activities and marketplace apps in Pipedrive to more effectively manage a remote sales team.
I often get asked about how I manage all the contacts in my business and how I market to these people using email newsletters and automation. In short, I use a combination of Pipedrive and […]
In this video, learn how you can set up products in Pipedrive to add more detail to your deals and reports. Products don’t just have to be physical products, you could also use products for […]
In this video, I explain tips for setting up the Calendar sync in Pipedrive and some little mistakes to avoid.
Can you use Pipedrive for project management? This is a question I get all the time. The short answer is – It depends…
One question I get a lot is, “how can you change the automatic name that Pipedrive assigns to a deal”. While we can’t change this in the settings, we can auto-rename deal title using automation […]
In this episode of the Paul Minors Podcast, I interviewed a client of mine, Josh Krueger, all about his approach to automation and systemising your business. Josh is the founder and CEO of Dotcom Design, […]