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...
by Kelly Goss | Jun 2, 2020 | Pipedrive, Zapier
One of the biggest challenges for business owners is maintaining a streamlined sales process that is both reliable and easy to use. The modern sales process tends to rely on multiple tools and apps which, while making individual tasks easy to complete, leads to...
