What is Pipedrive’s role in your business? [VIDEO]
This is a great question to ask when getting started with Pipedrive. What I find most people do is they just dump it on their team with no plan around usage. It’s important to set […]
All posts tagged Sales
How my consulting model has changed over the years [PMP #184]
As a freelancer or consultant, there are many ways you can charge for your services and work with clients. Since starting my consulting business in 2016, I’ve continued to iterate my own model and how […]
Pipedrive subscriptions and payment plans [VIDEO]
In this video, I show you how to set up subscriptions and use the payment plans feature within Pipedrive.
Questions to ask before choosing a sales CRM and how Pipedrive compares [VIDEO]
If you’re still deciding which sales CRM you’re going to use in your business, here are some questions to consider to make sure you choose the right CRM. In this video, I discuss how to […]
How to use Products in Pipedrive [VIDEO]
In this video, learn how you can set up products in Pipedrive to add more detail to your deals and reports. Products don’t just have to be physical products, you could also use products for […]
How my consulting business has changed in the last 3 years [PMP #156]
This month marks 3 years since I left my full-time job to work exclusively on my own business. I can’t believe how fast the time has flown by and how much has changed in the […]
How to track business performance with Cyfe [sponsored]
One of the best things about running an online business is just how much data you have at your fingertips. In fact, online business owners and marketers literally have more data than they can deal […]
Asana and Pipedrive integration: How to optimise your sales and project management process [VIDEO]
Having consulted with hundreds of clients on both Asana and Pipedrive (affiliate link) individually, I’m now seeing it’s becoming more and more common for teams to use both Asana and Pipedrive together within their sales […]
How to find qualified leads with Leadfeeder [sponsored]
Since becoming an independent worker, one of the biggest struggles I’ve run into is getting new leads who are interested in my consulting services. Consultants, freelancers and coaches live and die by the quality of […]
Top 5 Sales CRM’s Compared
It used to be that when you needed a sales CRM, you’d sign up to SalesForce and away you go. Now, however, we’re spoilt for choice but picking the right sales CRM with the right […]