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 […]
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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 […]
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 […]
In this video, I share quick tips on how to clean up your Asana account and plan for a productive 2023.
In this video, I share some of the ways I use TextExpander for communicating more effectively with clients for sales and customer service.
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 […]
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 […]
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 […]
Isn’t it frustrating when you’ve planned your time have a clear agenda for what you’re going to work on, only to receive an email or to have a colleague derail your day by coming to […]
In this video, I explain how to use the permission and visibility options to control what your team can see and do in Pipedrive.