If you’re like most business owners, you know that one of the keys to success is staying in touch with your customers and prospects. You also know that one of the best ways to do this is through email. But what if you don’t have a mailing list? Can you still use Pipedrive to stay […]

You may be surprised to learn that Quickbooks can be used for personal finance. While it is most commonly used by small businesses, Quickbooks can also be a helpful tool for managing your personal finances. Here are some tips on how you can use Quickbooks for personal finance. One way that Quickbooks can be used […]

Pardot is a great marketing automation tool, but can it be used without Salesforce? The answer is yes! While Pardot was designed to work seamlessly with Salesforce, there are a few steps you can take to set up Pardot without Salesforce. 1) Register for a Pardot account You can sign up for a free trial […]

If you’re looking for a CRM that can handle your data, you may be wondering if Pipedrive can import an Excel spreadsheet. The answer is yes! You can quickly and easily import your data into Pipedrive using the Import Data feature. Simply select the file you want to upload, map the fields, and choose whether […]

Salesforce Lightning is a powerful CRM tool that can help businesses streamline their sales process. One of the key features of Salesforce Lightning is the ability to schedule reports. This can be a valuable tool for businesses who want to keep track of their sales progress and performance over time. Scheduling reports in Salesforce Lightning […]

Pipedrive is a great CRM tool for sales teams, but can it be used for project management? The answer is yes! With a few tweaks, Pipedrive can be transformed into a powerful project management tool. Here’s how you can extend Pipedrive to fit your needs: First, create a custom field in Pipedrive called “Projects.” This […]

Salesforce is a popular CRM (customer relationship management) software. Many businesses use Salesforce to manage their customer data and sales processes. One of the features of Salesforce is the ability to create notes for each customer record. Notes are a great way to keep track of important information about your customers, such as contact details, […]

Pipedrive is a great CRM tool for small businesses. It’s affordable, easy to use, and has a lot of features that small businesses need. One thing that Pipedrive doesn’t have, however, is the ability to export statistics. This can be a problem if you need to generate reports or share data with other people in […]

Salesforce is a powerful CRM tool, but it can be challenging to keep track of opportunities if you have a lot of them. Fortunately, you can merge opportunities in Salesforce, which can help declutter your opportunity list and make it easier to manage your sales pipeline. In Salesforce, click on the “Opportunities” tab Select the […]