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, […]

Salesforce is a popular CRM software used by businesses of all sizes. Net is a less popular CRM software. Many businesses who use Net are interested in switching to Salesforce because it offers more features and integrations. The process of switching from Net to Salesforce can be daunting, but it is possible with careful planning […]

Quickbooks is a bookkeeping software that allows users to track their finances and prepare for tax season. While Quickbooks does not do taxes itself, it can greatly simplify the tax preparation process for small businesses and individuals. For many business owners, Quickbooks is an essential tool for managing their finances. The software can track income […]

If you’ve been in sales for more than two minutes, you know that a key to success is staying organized and keeping track of your conversations. With the advent of new technology, there are now more ways than ever to do this – but which one is best? In this post, we’ll take a look […]

Salesforce is a cloud-based customer relationship management (CRM) software that enables sales teams to better track and manage their customer interactions. While Salesforce is primarily used by sales teams, it can be beneficial for other departments within an organization, such as customer service or marketing. However, some individuals may feel intimidated by Salesforce because it […]

If you’re in sales, then you know that making and recording calls is a huge part of the job. And if you’re using Pipedrive as your CRM, you might be wondering if it can record calls too. The answer is yes! Pipedrive can record both inbound and outbound calls automatically. All you need is a […]

There are many benefits of using apps with QuickBooks Online. Here are three of the most important ones: 1. They save you time by automating tasks that would otherwise have to be done manually. 2. They can help you keep track of your finances by providing real-time updates and insights. 3. They can help you […]

It’s a common question that comes up in Salesforce: can you make a field read-only in Flow? The answer is yes, but there are some caveats. In this blog post, we’ll take a look at how to make fields read-only in Flow and when you might want to do this. Salesforce is a powerful CRM […]

Bundles in QuickBooks Online are a grouping of products or services that you sell together. They can be used to create invoices, sales receipts, and estimates. Bundles can also be created from scratch or by converting an existing product or service into a bundle. A bundle in QuickBooks Online is a group of products or […]