How to organise your ‘My Tasks’ in Asana [VIDEO]
We often find that Asana users don’t use their ‘My Tasks’ page properly and can’t see what they should be working on next. In this video, I share some tips on how to clean up […]
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Getting started with Pipedrive’s Custom Fields [VIDEO]
Custom fields in Pipedrive allow you to store important information related to the deals (sales opportunities) you’re working on, the people and organisations that you’re selling to. In this video, I share how to […]
How to Sync Gmail or Outlook with Pipedrive [VIDEO]
In this tutorial, you’ll learn how to sync your Gmail or Outlook with Pipedrive. By integrating your email accounts with Pipedrive, you can manage your leads and deals more efficiently, track your email communication with […]
How to use Pipedrive Smart Docs [VIDEO]
In this video, I show you how to use the Pipedrive Smart Documents feature to easily create documents (quotes, proposals, agreements, invoices) for sending to your leads. Smart Docs helps to reduce friction in your […]
How to replace email with Asana [VIDEO]
One of the many benefits of using Asana is that it can help you to replace your internal email. The benefit of doing this is that it keeps your conversations inside the tasks and projects […]
How to use the ‘Weekly Focus’ in Asana [VIDEO]
You may have noticed a new feature in Asana where you can set your ‘Weekly Focus’. Your weekly focus is used to capture your top priority for the week. At the moment, it’s set via […]
Getting started with Pipedrive Projects [VIDEO]
In this video, I share how to use Projects in Pipedrive to manage the post-sale fulfilment or delivery of your product/service. By signing up for Projects in Pipedrive you can keep your team in […]
How to prepare your Asana account for 2023 [VIDEO]
In this video, I share quick tips on how to clean up your Asana account and plan for a productive 2023.
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.
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 […]