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In this video, learn how to get started with Fantastical (affiliate link). I’ve been an Apple Calendar user for a while but after exploring some of Fantastical’s Premium features, I decided to make the switch. […]
In this tutorial, you’ll learn how to sync your Gmail or Outlook with Pipedrive. By integrating your email accounts with Pipedrive, you can manage your leads and deals more efficiently, track your email communication with […]
In this video, I’m going to walk through setting up a project and the project management features you can use to help you work move your work forward more efficiently.
In this video, I show you how to use the Pipedrive Smart Documents feature to easily create documents (quotes, proposals, agreements, invoices) for sending to your leads. Smart Docs helps to reduce friction in your […]
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 […]
Join me on my daily routine and see how I structure my day.
Pipedrive’s automation and emailing features have come a long way since I first started using the CRM back in 2015. Creating a simple nurture sequence is easy and is great for getting your leads to […]
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 […]
The timeline view in Asana is great for longer projects that have a deadline you need to work backwards from. Timelines help you to visualise which tasks need to be completed before you can progress […]
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 […]