by Kelly Goss | Dec 7, 2020 | Case Studies, Pipedrive, Process Improvement, Zapier
Ascent Dental Group is based in the Midlands, with 36 reception and patient-care staff plus 35 dentists across four practice locations. They wanted to implement automations to increase productivity, reduce manual administrative tasks and improve communication with...
by Kelly Goss | Nov 16, 2020 | Pipedrive, Zapier, Zapier Demo Videos
It’s never been more important to keep in touch with customers, and if you’ve ever wondered how to automatically add contacts to Active Campaign from Pipedrive then we have a really simple solution. As many CRMs don’t have built-in email marketing modules there are a...
by Kelly Goss | Nov 2, 2020 | Pipedrive, Zapier, Zapier Demo Videos
When you need to create and send a bespoke sales proposal PDF from your CRM, you can either shell out for software that will do it for you, do it completely manually or let Zapier do it for you. Automating this task is really simple and will save time, money, and...
by Kelly Goss | Oct 19, 2020 | Pipedrive, Zapier, Zapier Demo Videos
Setting up a drip sequence of emails is super simple using Zapier and will save you a ton of time. You can trigger them when something key happens in your business, such as winning a new client. Having an automated drip of emails means that you’ll never worry about...
by Kelly Goss | Oct 5, 2020 | Pipedrive, Process Improvement, Zapier, Zapier Demo Videos
Creating a structured sales cadence is vital when prospecting for new business. If you don’t follow up leads, or adopt a haphazard approach then they are less likely to convert into sales. A sales cadence is a series of activities where you contact a person or...
by Kelly Goss | Sep 22, 2020 | Pipedrive, Xero, Zapier, Zapier Demo Videos
If you use a Customer Relationship Management (CRM) app in your business, it is often a common workflow requirement to create an invoice in your accounting system once a deal or opportunity reaches a certain stage in the CRM. If an integration exists between your two...
