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 […]
All posts tagged Automation
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 […]
Email has become a pretty big beast to try and tame. The volume of email we receive on a daily basis is only getting worse and it’s not uncommon for me to work with a […]
Whenever I’ve worked with customers who tell me they have ‘too much to do’ or they’re feeling overwhelmed, I usually find they haven’t created processes that help them to do their work. Without a process, […]
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, […]
In this video, I show you how to use rules in Asana to automate the flow of tasks in your projects. Rules run on a trigger-action system. So a triggers can be things like: New […]
Zapier has to be my all-time favourite automation tools. When used correctly it’s amazing just how much time it can save you throughout the day.
Over the last few years of writing this blog and recording my podcast, I’ve repeated myself more than a few times. In this post, I’d like to consolidate all the most common advice I seem […]
In this video, I show you how to use the Zapier Parser.