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Gantt charts provide an easy way to visualise tasks in a project, how they’re interconnected and in what order they need to be completed by. Asana’s new gantt view is ideal for projects where you […]
One of the easiest ways to save time during your sales process is to connect your website contact form with Pipedrive so that all new inquiries feed directly into your Pipedrive account. In this […]
Artificial intelligence is the current buzzword everyone is talking about. AI promises to make our lives easier and has made its way into Asana. Asana recently released new AI features to help us move work […]
For a while now, I’ve struggled to find an easy way to integrate LinkedIn with Pipedrive. This is a real problem for those who use LinkedIn for prospecting and nurturing contacts. Since discovering Surfe, syncing […]
Asana recently made some nice updates to how rules are created and managed in projects. Creating rules in Asana is great for projects where you need to move tasks through a workflow (e.g. support tickets, […]
In this video, I show you how to import data to Pipedrive via a CSV. I’ll cover: 1) How to create contacts and organisations 2) how to import leads or deals 2) and how to […]
Is Asana helping you to achieve your company’s goals or mission? ‘Goals’ is a useful feature of Asana that’s quite unique. Goals help you bridge the gap between where you are now and where you […]
Raycast is a Mac ‘launcher’ app that helps you to navigate, find things and do your work quicker (similar to Spotlight on the Mac, but much more powerful). I think of it as a Swiss […]
Recurring tasks and templates are great for reminding you when to take repetitive actions and help you to define a clear process on how and when to do the work. I often get asked about […]
In this video, I guide you through how to get started with SaneBox. SaneBox is a powerful email assistant that works alongside your email provider and your email client. So it doesn’t matter what […]