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 | Sep 7, 2020 | Xero, Zapier, Zapier Demo Videos
Using Zapier to send a Slack message with a daily digest of paid Xero invoices can provide useful data which is sent to your team automatically. Knowing when invoices have been paid is business-critical information, but it can be time-consuming to check your...
by Kelly Goss | Aug 24, 2020 | Process Improvement, Xero, Zapier, Zapier Demo Videos
Learning how to automate sending an email using Zapier when a Xero invoice is paid is a really simple but useful workflow that saves time and provides great customer service. Xero is a cloud-based accounting system which includes a host of features to reduce...
