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Over the weekend I visited a local hardware store to enquire about purchasing a line trimmer. This is the second time I’ve been to the store in the last month or so and on both […]
Not sure if you need a CRM? If you’re currently using your email or a spreadsheet to track your sales leads, this video outlines the benefits of using a CRM like Pipedrive (affiliate link) […]
I’m going to show you some real automations from my Pipedrive account that I use to save time during my sales process. My goal is for this video to give you an idea of […]
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 […]
Learn how to set up automatic assignment rules to route leads or deals to users or teams in your Pipedrive account based on certain criteria. This is great for assigning deals to a sales […]
Today, I wanted to share a story that illustrates exactly why you shouldn’t put all your eggs into one basket. Especially when it comes to your income. Either as a business owner or a salaried […]
The nice thing about Pipedrive’s pricing is that you can choose which plan to go on based on the features you need. This means you don’t overpay for features you don’t use (like you have […]
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 […]
One of the most important contributing factors to a successful client engagement is how you manage expectations. When you’re just getting started in the consulting or freelancing world, it’s tempting to tell the client what […]
Since 2015, the bulk of my company’s revenue has come from consulting services and fees earned as a software partner. One of the great things about being a software partner is that you can earn […]