The ultimate Pipedrive reporting dashboard [VIDEO]
One of the main benefits of using a CRM is how it can help you to get better at selling and convert more deals into customers. To do this, you need to understand some key […]
All posts tagged Organisation
Have you mastered your tools? [PMP #256]
A surgeon is a master at using a scalpel. They don’t just have a basic understanding of the tool. They’ve spent thousands of hours perfecting their skill with it to make sure every cut they […]
Ask yourself this question to boost your productivity [PMP #243]
I love simple productivity tricks; quick and easy things you can do to be more productive and organised. In this post, I’d like to share the one question I ask myself to be more productive. […]
How to simplify your pipelines in Pipedrive [VIDEO]
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 […]
How to onboard a new salesperson to Pipedrive [VIDEO]
One of the biggest challenges with any piece of software is getting your team to use the tool properly. When onboarding a new employee to Pipedrive, you need to follow the correct process to ensure […]
How to streamline your business with Asana [VIDEO]
When getting started with Asana, it’s tempting to jump straight in, set up a few projects and start playing with all the features. When I work with clients 1:1, I challenge them to think about […]
How to keep your productivity system simple [PMP #212]
If you want to be more organised and effective at managing your time, the key is simplicity. People often come to me for help because their systems are overly complicated and hard to manage. They […]
Seeing your teams work capacity in Asana (Case Study) [VIDEO]
The Workload feature (requires Business) in Asana helps you to visualise your teams current workload and capacity to take on more work. But you have to be careful. It’s easy to set your team up […]
10 Best features of 1Password [VIDEO]
First, if you’ve never used 1Password before, check out my getting started guide. Once you’re set up, here are my 10 favourite features of 1Password.
Productivity is simple (but not always easy) [PMP #201]
If you want to be more productive, it’s pretty simple… A lot of books, courses and other resources show you how to build these elaborate systems that help you to be more organised, prioritise your […]