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 […]
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One of the things I get asked about the most is which tools to use and for what purpose. Whether you’re looking for a task management system, sales CRM, online scheduler or email automation tool, […]
A common mistake users make with Asana is setting up more projects than are necessary. This can make it harder to find your work and see everything you have going on. I much prefer keeping […]
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 […]
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 […]
Last Friday, my colleague, Warwick, and I were doing our weekly review where we go through all the clients we’re working with and we prioritise his workload for the upcoming week. During the conversation, he […]
One of the many things you can use Asana for is planning the content you’re going to produce and publish. I believe one of the main reasons I’ve been so consistent at creating content over […]
In this video, I show you how to get started automating your Mac with Keyboard Maestro.
One of the most effective ways of saving time and getting more done is to automate the repetitive parts of your work. By using technology to actually DO parts of your job, not only do […]
In this video, I show you how you can connect your Xero or Quickbooks account to Pipedrive to help streamline your invoicing process.