How to simplify your pipelines in Pipedrive [VIDEO]

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 this is that it's generally messier, it's harder to see all deals currently in progress and it complicates reporting.

Continue reading

a better way to grow

A better way to grow [PMP #227]

NOTE: Even if you’re not a business owner, I encourage you to read this post if you’d like to adopt a mindset focussed on efficiency and achieving results with less work.

Most businesses want to grow revenue each year. So the business creates new products, conducts marketing campaigns and does everything it can to increase sales. But this isn’t the only way to grow.

Continue reading

Taking notes on Zoom calls with Asana [VIDEO]

If you're not careful, the time spent in a meeting can be wasted if they don't have a clear agenda or if the action items aren't clearly identified for the team.

Fortunately, the Asana and Zoom integration makes taking notes and assigning action items during a meeting super simple.

In this video, I show you how to connect Asana to Zoom. Doing this allows you to schedule or link Zoom meetings to tasks inside Asana. Then, once you're on a Zoom call, the Asana integration will show you tasks relevant to the call so you can easily take notes and create action items (subtasks) without having to leave the Zoom call.

Continue reading

How to send newsletter campaigns from Pipedrive [VIDEO]

Until now, if you've ever wanted to email your leads or past customers, you've had to sync your Pipedrive contacts to a third-party tool like Mailchimp or ConvertKit.

Well, I have some great news…! Pipedrive is in the process of rolling out out a new feature called Campaigns. This optional add-on allows you to compose and send email newsletters right inside your Pipedrive account. This means you don't have to go through the hassle of syncing your contacts to a third-party provider.

This is particularly useful if you have a long sales cycle and want to nurture your leads with content until they are ready to buy.

Continue reading