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Learn how to manage your sales follow-up using Pipedrive. In this video, I share some best practices to get into and some mistakes to avoid. When you follow up more effectively you’ll ensure no […]
My team and I have been using Asana as our primary tool for communication since the inception of my business. By communicating in Asana, we can keep all conversations linked to our work and […]
Learn how to get started with Portfolios in Asana. Portfolios help you to zoom out and see where you’re at across numerous projects. You can visualise when different projects start and finish, what milestones […]
If you sell a product or service that renews (e.g. monthly or annually), you may be wondering what’s the best way to manage this process in Pipedrive. In this video, I explain how to […]
Have you set any sales targets for 2024? Pipedrive makes it really easy to set revenue, activity-based or forecast targets within your account. This helps you to hold your sales team accountable and helps […]
One of the easiest ways to save time during your sales process is to connect your website contact form with Pipedrive so that all new inquiries feed directly into your Pipedrive account. In this […]
Artificial intelligence is the current buzzword everyone is talking about. AI promises to make our lives easier and has made its way into Asana. Asana recently released new AI features to help us move work […]
Documenting your processes not only helps to improve your efficiency but it’s necessary if you ever plan to scale your business. By having a checklist or notes on how to complete a specific task, you […]
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 […]
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 […]