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How I'm using Pipedrive to improve client success (Video #29)

In this video, I walk through some of the ways I'm using Pipedrive to track and improve client success. I'm really trying to take Pipedrive beyond just being a sales CRM and seeing how I can link it with my email marketing system (ConvertKit) to deliver a better service to my clients. Here are some of the things I show in the video: Using labels to group customers together. Logging ConvertKit email sequences in Pipedrive via Zapier. Logging attendance to group call with activities. Trigger email reminders if people don't attend group calls. Using the timeline to show customer engagement and decide who to follow up with. Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Asana to the next level » https://minorco.com/pipedrive Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Existing users can contact us to get a promo code: https://minorco.com/consulting/pipedr... Want to chat first? Book a 30-minute introductory call to learn more about our consulting service: » https://minorco.com/pipedrive Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter