Salesforce is a powerful CRM tool, but can it handle mass lead conversion? The answer is yes, with a few caveats. First, you’ll need to make sure your leads are properly formatted and have all the necessary information. Second, you’ll need to use Salesforce’s data import wizard to create a mapping between your old data […]

Salesforce is a powerful CRM tool that helps organizations keep track of their customers and sales data. One of the most useful features of Salesforce is its ability to automate processes through the use of batch jobs. A batch job is a process that runs in the background, usually on a schedule, and can be […]

Assuming you would like tips on how to cancel a Ynab free trial: The first step is to log into your account and select “My Account” from the top navigation bar. From there, scroll down to the bottom of the page and click on “Cancel My Free Trial.” You will be brought to a new […]

It’s no secret that most salespeople are driven by commissions. In order to increase their earnings, they need to close more deals and increase the value of each deal. But what if there was a way to increase the value of each deal without having to do any extra work? Well, that’s where Pipedrive comes […]

If you’re looking for a CRM that will help your business grow, HubSpot CRM is a great choice. It’s packed with features that will help you track and manage your customers, prospects, and leads. In this article, we’ll show you how to get started with HubSpot CRM and how to use its features to grow […]

In short, yes. Freshbooks can do payroll for your small business. Here’s how it works: you enter your employees’ hours into the Freshbooks system, and then at the end of each pay period, Freshbooks calculates each employee’s wages and prepares their paycheck accordingly. You can then print out or electronically distribute the paychecks to your […]

Ynab is a great budgeting tool that has helped me get my finances in order. One of the features that I love about Ynab is that it automatically imports transactions from my bank account. This feature has saved me so much time and energy because I no longer have to manually enter every transaction into […]

There are a lot of people out there who are looking for a good accounting software that they can use, and one of the most popular options out there is Freshbooks. Many people wonder if Freshbooks accepts Paypal as a payment method, and the answer is yes! You can easily add your Paypal account to […]

Pipedrive is a CRM tool that helps sales teams keep track of their deals and pipeline. It also has a built-in emailing feature that allows users to send emails directly from the app. However, there are some limitations to this feature and it is not always reliable. Pipedrive Email, Automation and Newsletters (Video #17) Yes, […]