Simplifying Customer Relationship Management with PipeDrive

Dave Stachowiak: Coaching for Leaders I am often asked about the tools and technology behind our work. As we’ve updated our systems over the past year, I’ve identified seven tools that may also be helpful for you in creating more margin. Used thoughtfully, tools like these help us automate the things we can automate so we can spend more time doing the things we should never automate. Here are seven that may help: Technology Tools to Create Margin Acuity Scheduling* powers our all our calendars and serves as a 24/7 scheduling assistant. Automated reminders, time zone adjustments, rescheduling, and video meeting integration happen seamlessly. TextExpander* saves us tons of time each day to quickly populate documents, emails, forms, and other repeatable typing so we can respond to others faster and with more accuracy. The link above will provide you a 20% discount. 1Password* helps us create unique and strong password for every account. Plus, there families and teams programs allow us to share passwords with others who need access. Pipedrive* is the customer relationship management system that’s just right for us. Powerful enough to visually help us to track every business conversation, but simple enough to be affordable and practical. The link above will provide access for a free trial. ConvertKit* gives our listeners a lot more choices on the kind of emails they receive. Plus, it provides its own automation to help your organization build its brand. This link above will provide access for a free trial. SaneBox* automatically filters our email so we can prioritize what’s most important. Plus, tons of other reminder tools come along with it. The link above will save you $15 if you decide to try it out. WP Engine* is the leader in WordPress managed hosting and now powers all of our sites. This link above will save you 10% hosting or three months free over a year. New Podcast: Dave’s Journal I announced a project titled Dave’s Journal. It’s a new podcast airing episodes of five minutes or less. The goal of each entry is to capture a valuable insight or reflection for leaders. Subscribe to Dave’s Journal on your favorite platform: Apple Podcasts Google Podcasts Overcast Stitcher Discover More Activate your free membership for full access to the entire library of interviews since 2011, searchable by topic.