How to use TextExpander to communicate better with your customers [VIDEO]
In this video, I share some of the ways I use TextExpander for communicating more effectively with clients for sales and customer service.
All posts tagged Apps
Why do you need that tool? [PMP #266]
When you come across a new tool or piece of software, it’s easy to sign up for a free trial only to waste a bunch of time after you later realise you don’t actually need […]
How to connect Calendly to Pipedrive using Zapier [VIDEO]
Learn how to connect Calendly to Pipedrive using Zapier. In this video, I show you how to use Zapier to create an organization, person, deal and activity in Pipedrive when you receive a booking via […]
How to get more out of Apple Calendar [VIDEO]
In this video, I share some tips on how to get more out of the Apple Calendar. This video is great for Apple users who work on a Mac or use an iPhone and (or) […]
Getting started with Pipedrive’s Workflow Automation [VIDEO]
Pipedrive’s Workflow Automation feature helps you to automate simple deal updates and follow ups throughout your sales journey. It works on a trigger – action system, similar to other automation tools like Zapier.
How to store operating procedures SOP’s in Asana [VIDEO]
Creating Standard Operating Procedures (SOP’s) help you to document your processes so that you can follow a consistent checklist when executing on a project. It also makes it much quicker when onboarding new team members […]
The ultimate Pipedrive reporting dashboard [VIDEO]
One of the main benefits of using a CRM is how it can help you to get better at selling and convert more deals into customers. To do this, you need to understand some key […]
How to make Pipedrive contacts more ‘searchable’ [VIDEO]
Pipedrive is my main ‘source of truth’. Meaning it’s where I keep all my contacts; not just clients but everyone in my network. When using Pipedrive this way, it’s important to use labels, custom fields […]
Pipedrive permissions & visibility options explained [VIDEO]
In this video, I explain how to use the permission and visibility options to control what your team can see and do in Pipedrive.
How I run my business with Asana [VIDEO]
In this video, I share how we use Asana in my business to organise the work we’re doing and to communicate as a team.