![Celebrate Small Business Success at the Let’s Grow Awards by Keap [Video]](https://video.getpvd.com/wp-content/uploads/2023/09/mp_209767_0_0jpg.jpg)
Entrepreneurs worldwide are using Keap’s small business CRM and marketing automation to take their businesses to the next level, and we want to celebrate their success! At the Let’s Grow Summit this November, two Keap customers will be recognized on the brightest stage in small business and walk away with $5,000 to congratulate them on their growth. Learn how to enter: https://keap.com/lets-grow-awards-2023?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=ytseo&utm_term=2023_08_31&utm_content=socialAttend the Let’s Grow Summit by Keap:https://hopin.com/events/let-s-grow-summit-2023/registration?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=ytseo&utm_term=2023_08_31&utm_content=social___________________________Keap is on a mission to simplify growth for entrepreneurs. We liberate and empower small businesses to strengthen their families, communities and economies. For 20 years, we have been helping small businesses get organized, follow up and automate to grow sales and free up time. Today, as the pioneer of sales and marketing automation software for small businesses, Keap serves more than 200,000 users globally.Try a free trial of Keap today https://freetrial.keap.com/signup?ls=social&beta=true&utm_source=youtube&utm_medium=video&utm_campaign=freetrial&utm_term=DEFAULT&utm_content=socialCheck out a demo of Keap https://keap.com/product-demo?ls=social&utm_source=youtube&utm_medium=video&utm_campaign=demo&utm_term=DEFAULT&utm_content=socialLinkedin: https://www.linkedin.com/company/keap-growingFacebook: https://www.facebook.com/keapInstagram: https://www.instagram.com/keapTwitter: https://twitter.com/keapgrowing
CRM
![How to use Monday.com CRM | Manage Leads, Pipelines, Tickets & More [Video]](https://video.getpvd.com/wp-content/uploads/2023/08/mp_208875_0_0jpg.jpg)
In this updated Monday.com CRM tutorial, I share how anyone can get started with Monday.com as an all-in-one CRM.For those that don’t know Monday is known for its impressive and visually engaging project management software. However, in conjunction with using Monday to manage projects, you can also leverage their full feature and customizable CRM software.What can you do with Monday’s CRM? – Manage contacts, accounts, and leads.- Manage and optimize your sales pipeline.- Capture contacts (4 methods).- Manage tasks (activities).- Set up customizable automation and integrations with ease.- Visual and customizable dashboards.- Impressive templates.- And more!👉 Get started with the Monday.com CRM here ➜ https://try.monday.com/j2a2xhfnqch6-crm*IMPORTANT NOTE: The link up above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance!Read my full Monday.com CRM review here:https://stewartgauld.com/monday-com-crm-review/Check out the full article on our website here:https://stewartgauld.com/monday-com-crm-tutorial-beginners/Read more about my top 7 CRM software for small businesses here:https://stewartgauld.com/best-crm-software-for-small-businesses/ Here are the core reasons why Monday.com stands out for us: – Visually pleasing user interface.- Easy to use automation.- The abundance of integrations with your favorite tools.- Free plan to get you started.- Easy-to-use form builder – Dynamic and customizable ‘boards’.- Extensive features for streamlining your customer’s journey.- Overall easy to learn how to use.- Dynamic and customizable CRM templates. Looking for a simple, understandable, and actionable road map for small business success online? Make sure you get our all-in-one small business playbook (linked below) 📚 👉 https://godigitalnow.store/products/go-digital-now-the-ultimate-small-business-playbook-ebook Relevant video resources mentioned in this Monday’s CRM tutorial:How to create forms inside Monday:https://youtu.be/gDkDlKl0mmgHow to use Monday for Project Management:https://youtu.be/a3PMLonhYCcHow to use Monday automation:https://youtu.be/X9rxInqgnCUWatch my guide on the top 5 CRM platforms for small businesses:https://youtu.be/KOFIm3GjPls Today we navigate through the below chapters for this Monday.com CRM tutorial:0:00 Intro01:07 Getting started01:23 Monday CRM pricing02:54 Monday Sales CRM03:23 Account settings04:03 Setup email account04:52 Team members05:08 Inbox05:44 Workspace06:34 Boards, documents & more07:25 Folder08:04 Collaboration docs09:30 Groups09:49 Items (records)10:13 Columns13:04 Contacts13:34 Manually add contacts15:34 Default automations17:40 Import contacts18:04 Add contacts with forms19:42 Integrations20:42 Accounts21:54 Leads22:23 Deals24:38 Create automations25:33 Activities26:31 Sales dashboard29:36 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Monday.com CRM software tutorial for 2023 helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#monday #crm
![Maintain Your Job Search Momentum: The Key Insider Tip from an MBA Career Coach and Former Recruiter [Video]](https://video.getpvd.com/wp-content/uploads/2023/04/mp_204889_0_0jpg.jpg)
Have you ever run out of people to contact when you’re networking for a new job? Find out how asking one simple question I learned when I was an executive recruiter can ensure that never happens to you ever again. I use Covve to keep track of my networking. Covve is a personal CRM that can help you build a strong professional (and personal) network. Try Covve for free: https://covve.onelink.me/8vH8/doug (affiliate link). Get a 15% discount if you decide to buy: https://www.covve.com/buy/doug (affiliate link). I’m a career strategist and executive coach to MBAs and ambitious people who want to advance their careers. I worked as a marketer and hiring manager at Fortune 100 companies and also got to see behind the curtain at a top 20 executive search firm where I was a senior recruiter. I’ve been on the coaching staff at the Harvard Business School for over 10 years, and I lead an executive coaching program for the corporate strategy group of a Fortune 100 company in Boston. I’ve seen what works and what doesn’t when it comes to managing a career, and I want to share that insight with you. Follow me on LinkedIn: https://www.linkedin.com/in/douglester/ Read my blog: https://www.careernarratives.com/blog Sign up for my newsletter: https://www.careernarratives.com/newsletter-signup Avoid making 3 common mistakes with executive recruiters: https://www.careernarratives.com/recruiter-mistakes If there’s something you’d like to see covered in a video, let me know: doug@careernarratives.com © 2023 Career Narratives DISCLAIMER: The information contained in this video and the resources available for download through careernarratives.com are for educational and informational purposes only. The information contained in this video and on this channel is not intended as, and shall not be understood or construed as, professional advice. While Doug Lester is a professional career and executive coach and the information provided in the videos on this channel and on the Career Narratives website relate to issues within his area of professionalism, the information contained in this video is not a substitute for advice from a professional — career, legal, financial, tax, medical, health or otherwise — who is aware of the facts and circumstances of your individual situation. For the complete version of this disclaimer, please visit https://www.careernarratives.com/disclaimer.
![Reinvent Yourself Through Resilience: A Talk With Jennifer Eggers [Video]](https://video.getpvd.com/wp-content/uploads/2023/04/mp_204804_0_0jpg.jpg)
In this interview, Jennifer Eggers is the guest of Multi-award-winning Keynote Speaker Amber Hurdle, to discuss her perspective on adaptive #leadership. She shares how an incorrect medical diagnosis led her to the realization that #resilience, at its core, is about the ability to reinvent oneself. Jennifer uses that experience, along with decades of coaching c-level executives, to work with leaders and organizations facing #disruption to improve their capacity to adapt.Meet Jennifer Eggers Jennifer Eggers is the President of LeaderShift Insights Inc., as well as a C-level executive #coach. Jennifer has nearly 30 years of experience as an #executive coach and has coached many #leadership teams as well as officers and directors of Fortune 500 companies such as UPS, Johnson & Johnson, Home Depot, and more. Jennifer is a former partner with Cambridge Leadership Group as well as former Vice President and Leadership Development & Learning for Bank of America. Jennifer is a strategic partner with the University of Georgia Executive Education as well as an Advanced Practitioner in Adaptive Leadership along with being a member of the Adaptive Leadership Network at Harvard’s Kennedy School of Government. ****For more information on Jennifer and her services visit: https://leadershiftinsights.com/about-leadershift-insights/about-jennifer-eggers/****For more information on her book, Resilience: It’s Not About Bouncing Back: How Leaders and Organizations Can Build Resilience Before Disruption Hits — https://www.amazon.com/Resilience-Bouncing-Leaders-Organizations-Disruption/dp/1079791078****This interview audio is courtesy of The Bombshell Business Podcast****Social Media information: Facebook: https://www.facebook.com/JenniferEggersResilienceExpertTwitter: https://twitter.com/JenniferEggersInstagram: https://www.instagram.com/leadershiftinsights/LinkedIn: https://www.linkedin.com/in/eggers/*** If you would like to book Jennifer for your show, program or event, contact us today at TonyC@rizeandreactmedia.com (Rize and React Media).
![LeaderShift Insights Testimonials – Edian Nelson [Video]](https://video.getpvd.com/wp-content/uploads/2023/04/mp_204709_0_0jpg.jpg)
In this fantastic testimonial, Global Head of New Segments Edian Nelson explains why Jennifer Eggers is #authentic and how her #coaching led her to success! #leadership Meet Jennifer Eggers Jennifer Eggers is the President of LeaderShift Insights Inc., as well as a C-level executive #coach. Jennifer has nearly 30 years of experience as an #executive coach and has coached many #leadership teams as well as officers and directors of Fortune 500 companies such as UPS, Johnson & Johnson, Home Depot, and more. Jennifer is a former partner with Cambridge Leadership Group as well as former Vice President and Leadership Development & Learning for Bank of America. Jennifer is a strategic partner with the University of Georgia Executive Education as well as an Advanced Practitioner in Adaptive Leadership along with being a member of the Adaptive Leadership Network at Harvard’s Kennedy School of Government. ****For more information on Jennifer and her services visit: https://leadershiftinsights.com/about-leadershift-insights/about-jennifer-eggers/****For more information on her book, Resilience: It’s Not About Bouncing Back: How Leaders and Organizations Can Build Resilience Before Disruption Hits — https://www.amazon.com/Resilience-Bouncing-Leaders-Organizations-Disruption/dp/1079791078****Social Media information: Facebook: https://www.facebook.com/JenniferEggersResilienceExpertTwitter: https://twitter.com/JenniferEggersInstagram: https://www.instagram.com/leadershiftinsights/LinkedIn: https://www.linkedin.com/in/eggers/*** If you would like to book Jennifer for your show, program, or event, contact us today at TonyC@rizeandreactmedia.com (Rize and React Media).
![Pipedrive Sales Data Model part 2: Formats and Levels and BONUS TEMPLATE SHEET [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_203552_0_0jpg.jpg)
2nd video of Pipedrive CRM Data Model Series. Yes, there are 5!:)Successful Pipedrive data configuration relies on the right data levels and formats. We have dedicated 1 video to answer all the questions about these elements.Is Your goal to make data-driven sales strategy decisions?Do You feel that Your current Pipedrive setup now is not enabling You to collect the right data? Look no further! This series will help You understand and create Pipedrive sales data for Your business. We have both basic and advanced data model tutorials. Pipedrive WHY DATA MODEL IS YOUR KEY TO SALES GROWTH?✓ CRM Data model sets background for the QUALITY of Your data. Quality data is like a mirror of your work quality.✓ Gartner found that nearly 60% of those surveyed didn’t know how much bad data costs their businesses.✓ 57% of businesses find out about dirty data when it’s reported by customers. You don’t want it to happen to You? Unless you love embarrassment…✓ Virus called “Dirty CRM data” is eating all Your sales efforts. 95% of CRM users report having at least some kind of problems of data quality. ✓ Insights and reports rely on the Pipedrive data setup. Are you really happy with Your reports?RESOURCES: 🔥 Not sure how to assess the data quality in Your Pipedrive? We have also created this 💩 7 minutes Dirty Data Assessment that You can take right here: https://ivlv.me/BK1Sn 📩 Download Pipedrive data model sheet HERE: https://ivlv.me/xzg3d ⏰ If You need consultation about Pipedrive configuration, data model creation or training, BOOK ME, automation consultant here: https://rplg.co/4e758e30 ⏱️⏱️VIDEO CHAPTERS⏱️⏱️0:00 – Welcome0:27 – Pipedrive data levels 1:44 – Pipedrive data model sheet explained #pipedrive #salesanalytics #data #salestrainingABOUT OUR CHANNELWe are Process Natives. Our channel is about business automation, processes and workflows. We cover lots of cool stuff such as no code tools, automating business tasks and enabling remote teams.Check out our channel here:https://www.youtube.com/@processnatives Don’t forget to subscribe!
![How to do Webinar Registration Campaign Automation using Keap CRM [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_203142_0_0jpg.jpg)
If you’re just getting started with online marketing, it’s important to understand the process behind every sales funnel – especially when it comes to webinar registration automation. In this Keap CRM tutorial I will show you the behind-the-scene of how to automate your webinar registrations using Keap CRM.Cheering you on always!Love ya’ll 💚============================================================Jumpstart Automating Your Business⤵️⚙️ Unlock the power of sales and marketing automation to work for you with this14 Day Trial of Keap (formerly Infusionsoft) – https://bit.ly/startkeaptrial👩🏽💻 Creating a simple map of your processes to begin automating 3 areas of your business for only $47! – https://bit.ly/introductiontoautomationOUR FREE RESOURCES:📝 ✏️ STANDARD OPERATING PROCEDURES STARTER GUIDE🗒 📊 CRM COMPARISON GUIDE💡📩 AUTOMATE YOUR LEAD CAPTURE📈 📋 BUSINESS AUTOMATION CHECKLIST LOCATED HERE: https://virtuallycenteredsolutions.com/freebiesTOOLS WE LOVE TO USE:🟩Keap (Formerly Infusionsoft): https://bit.ly/startkeaptrial🟨ClickUp for project & task management: https://bit.ly/vcs-clickup⬛Acuity Scheduling: https://bit.ly/vcs-acuity🟦Zapier (for integrations): https://bit.ly/vcs-zapier🟧Loom (for video recording and screensharing): https://www.loom.com/
![Run your freelance business like a PRO [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_201533_0_0jpg.jpg)
Check out https://bloom.io/thefutur. Start their free trial today and you’ll get save 30% using promo code: FUTUR30.A CRM (Client Relationship Management) tool is the central operating system/software of your entire business operation. Without a proper CRM you’ll be: Duck-taping disjointed tools.- Overpaying.- Using tools intended for large teams.- Giving your clients an inconsistent experience.- Losing track of what’s important.- Forgetting to properly follow up.- Closing less deals.Here’s how it works: An all-in-one CRM connects all your client touch-points in a beautiful and consistent brand experience. If you want to offer a premium service, using the right tools is imperative.BUT finding the right CRM for your creative business can be a challenge. Popular CRMs are built for large sales teams, not creative professionals. Recently, our team discovered a modern platform called Bloom, and we think it’s an effective solution for freelancers and small independent businesses. Even more, we were able to work out a deal for our community to get you 30% off using promo code: FUTUR30.Here are some benefits of using Bloom:- It connects your client journey into a beautiful branded experience. – If you don’t have a website, Bloom features simple and easy to build portfolio pages. Here’s an example. – Great for capturing leads: Beautiful forms, and an embeddable live chat widget.- It has an incredible high altitude project workflow feature. You can view all of your projects and see what’s next for each one, from one screen.- Getting paid is a game changer with Bloom. You can integrate nearly every payment platform, including Stripe, Square, Zelle, Cash App, Venmo, Paypal, etc. It allows you to send incredibly clean and professional invoices. – Contract signing is included and you can even add them to your invoices for a one-click booking experience. Here’s an example of what the Bloom payment page looks like.- You can manage your calendar, schedule meetings, and even create automated emails. Check out https://bloom.io/thefutur. Start their free trial today and you’ll get save 30% using promo code: FUTUR30.#ad #CRM #freelancebusiness===Want a deeper dive? Typography, Lettering, Sales & Marketing, Social Media and The Business of Design courses available here:https://thefutur.com/shopShorts Playlist:https://youtube.com/playlist?list=PLzKJi2GjpkEGrDh61kGekKfUdk9QLKYaI===👉Subscribe: https://goo.gl/F2AEbk👉See our Academy Channel: https://goo.gl/vB9zoP🎙 Futur Podcast: https://thefutur.com/podcast/—Love the content? Become a sustaining member for $5/mo today.https://goo.gl/nwekfLBOOKLIST – Essential Reading for Creative Professionals: https://bit.ly/biz-booklistEssential Design Books: https://bit.ly/futur-design-booksKits & Proposals:https://goo.gl/mSjuWQVisit our website: https://www.thefutur.comFREE resources: https://goo.gl/Qh6gHr—We love getting your letters. Send it here:The Futurc/o Chris Do1702 Olympic Blvd.Santa Monica, CA 90404USA—AFFILIATE LINKS*🙏 Support The Futur by purchasing through our affiliate links:Amazon: http://bit.ly/thefuturishereWebflow: https://webflow.grsm.io/thefuturRetro Supply Co.: http://bit.ly/2GW8gzRCreative Market: https://goo.gl/g4jlTEDesign Cuts: http://bit.ly/2GSsAR3Riverside FM: https://bit.ly/3CvGJAv✍️ Sharpen your skills by taking a course, using our affiliate links:School of Motion: http://bit.ly/futur-somBring Your Own Laptop Tutorials: https://byol.me/thefuturSkillshare: https://skl.sh/34z8qVj🎧 Do you like the music? Check out the music libraries we use in our affiliate links below:Epidemic Sound: http://share.epidemicsound.com/thefuturArtlist: http://bit.ly/2uWdna7💥FREE TRIAL: Download Stock Photos, Footage, Music & Adobe Templates: https://1.envato.market/c/2429122/298927/4662Get our FAVORITE notebook from Baron Fig: https://baronfig.com/?ref=zQoKL*By making a purchase through any of our affiliate links, we receive a very small commission at no extra cost to you. This helps us on our mission to provide quality education to you. Thank you.—Host: Chris DoProducer: Mark ContrerasCinematographers/Editors: Stewart Schuster, MOCS Media, Tasca StudiosFutur Theme Music: Adam Sanborne http://www.adamsanborne.comTypefaces: Futura, DIN, Helvetica Now, Calibre, Knockout, Champion Gothic
![ConvertLead Review, Demo+Tutorial I Automate your lead management process increase conversion rates [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_200997_0_0jpg.jpg)
👉 Get ConvertLead lifetime deal: https://appsumo.8odi.net/AW035DUse the link above to purchase the deal for yourself if you like what you see![However, if you create a new appsumo account, you will receive an additional 10% discount. ConvertLead lifetime deal price after discount is $53.1]If you want to get more all appsumo deal, appsumo: https://appsumo.8odi.net/qnPVVjIn this ConvertLead review, we will talk about what is ConvertLead software, how it works, ConvertLead lifetime deal, how to use ConvertLead, ConvertLead tutorial, ConvertLead demo ConvertLead pricing & plans and some of the features that are available. ConvertLead reviews: ConvertLead app is ConvertLead review in details:ConvertLead is a lead conversion platform that automates lead management, so you can boost response times and drive more conversions. ConvertLead is packed with over 3,000 possible integrations, so you can easily collect leads from any digital platform. You’ll be able to attract leads from tons of sources, like Facebook ads, page builders, blogs, and webhooks. Because everything is in one centralized location, you can contact prospects and automatically assign them to specific sales people with just one click.ConvertLead lets you nurture your leads with conditional automations, so you can take advantage of critical moments in your sales funnel. You can set conditional automations based on specific lead replies, email open times, or drop-off points. That way, you’ll be able enforce a standard response time without creating more work for your team! Want to handle your leads on the go? Just download the iOS or Android mobile app to monitor lead response time right from your mobile device.Receive real-time or automated push notifications for every new lead, so no one slips through the cracks. And because ConvertLead also has powerful CRM capabilities, you can track lead statuses and store useful information about previous interactions. Best of all, ConvertLead lets you view lead response time for each sales agent, so you can recognize your team’s all-stars. Using this valuable data, you’ll be able to enhance your sales team’s performance and close more deals.And because this platform follows standard security methods, you can rest easy knowing all your data is protected. Without the right tools, converting leads can feel like you’re on a wild goose chase. ConvertLead lets you manage and nurture all your leads in one place, so you can increase your bottom line without increasing your workload.Turn your leads into customers.At-a-glanceBest for• Marketers• Marketing agencies• Small businessesAlternative to• GoHighLevel• LeadowlIntegrations• Facebook Ads Manager• Webhooks• Zapier#ConvertLead#leadmanagement#automatesleadGet lifetime access to ConvertLead today!Plans & featuresDeal terms & conditions• Lifetime access to ConvertLead• All future Agency Starter (Code 1) or Agency Pro (Codes 2-8) Plan updates• You must redeem your code(s) within 60 days of purchase• Stack up to 8 codes• Only for new ConvertLead users who do not have existing accounts60 day money-back guarantee. Try it out for 2 months to make sure it’s right for you!Features included in all plans• Unlimited integrations and reminders• Call recording• Push notifications• 2-way text messages• Instant new lead alerts• Conditional actions• Blind calls• Lightweight CRM• Analytics• Multilevel accounts• Lead rotator• Integrations (3,000+ apps)• Desktop calls• Response time tracking• Mobile appConvertLead Pricing and plans: License Tier 1 at $59License Tier 2 at $118License Tier 3 at $177
![Automated Sales CRM Tutorial – Step By Step in Airtable [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_200164_0_0jpg.jpg)
Want an automated sales CRM tutorial? You are in the right place! In our previous video, we used Miro to map out the CRM database design for our Airtable CRM. In this video, we’ll be diving deeper into the capabilities of Airtable and how they can help streamline your sales process.In this series we’ll cover everything from setting up automated email sequences, creating custom workflows, and integrating with other tools to enhance your sales pipeline. You’ll learn how to save time, increase efficiency, and close more deals with the power of automated sales CRM.Whether you’re new to Airtable CRM or looking to take your automation game to the next level, this tutorial has something for you. Stay tuned for our next video, where we’ll show you how to take your Airtable CRM to the next level with advanced automation techniques.So, if you’re ready to supercharge your sales process and get the most out of your Airtable CRM, be sure to watch this tutorial now!I hope you loved that video! Hit the subscribe button and smash the like button. If you have any questions or have a question you want answered, throw it in the comments section!!🚀 Request a Consultation with us➔ https://www.optimizeis.com/mainAIRTABLE HELP🚀 Request a Consultation here➔ https://www.optimizeis.com/mainSign up for Airtable for Free➔ https://airtable.com/invite/r/YYUWaL1bGet an On2Air Product➔ https://on2air.com/?via=beenMY FAVORITE SOFTWARE🖥How I Built My Business (Airtable) https://airtable.com/invite/r/YYUWaL1b💌How I Communicate with My Remote Teams (Slack) https://slack.com/create#email📸How I Grow My YouTube (Tube Buddy) https://www.tubebuddy.com/optimizeis📈How I Make Business & Social Media Dashboards https://databox.com?fp_ref=optimizeis📩How I Set Up Email for Myself and Clients (ActiveCampaign) https://www.activecampaign.com/?_r=1RFUVNU3🎥GET MY GEAR⌨️Get My Entire Office➔ https://kit.co/bengreen/get-my-favorite-remote-tech-office-gear📚Get My Favorite Books➔ https://kit.co/bengreen/my-favorite-booksSAY HI🧪Subscribe to my YouTube ➔ https://www.youtube.com/channel/UCKzrQ_ne_qO7UoFk0yKq4lA?sub_confirmation=1👥 LinkedIn Page➔ https://www.linkedin.com/company/68158151/admin/🐦 Twitter ➔ https://www.linkedin.com/company/68158151/admin/📸 Instagram ➔ https://www.instagram.com/bengreen16/?hl=en📰 Facebook Page ➔ https://www.facebook.com/OptimizeISWHO AM I?My name is Ben Green, I am the CEO of Optimize IS. We help remote teams, small businesses, startups, and other small teams set up the information systems that run your business when you sleep. This allows you to save time, save money, be more efficient, and work in your zone of genius.We do this though implementing “best practice” processes with the most integrated software stack to back up the processes. We implement software tools like Airtable, Asana, Slack, Toggl, Active Campaign, Process Street, JotForm, Zapier, and many more to make your business run smoothly. Also, we use methods such as database implementation, workflow automation, and systems integration. We have experts on our team in Airtable Consulting, Zapier Consulting, and Systems Integration.You can learn more on our website (https://www.optimizeis.com/main). Here are some more benefits of our Automation Consulting:• Reliable automation frees countless hours• Streamlined workflows for better efficiency• Increase revenue by eliminating faulty and inefficient systems • Solutions suitable for non-tech savvy users• Done-for-you, customized optimization of all processes• Easy to use automation with little or no coding required• Optimizing your software stack eliminates wasteful redundancies*note: There may be affiliate links in this description or video*#bengreen #automation #optimizeis #airtable #zapier
![Part 3 Customer Segmentation – 5 Examples of Marketing Automation to Grow Small Businesses [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_199370_0_0jpg.jpg)
Do you have a small business, but you’re having trouble getting enough clients? By using customer segmentation in your marketing automation software, you are able to reach out target their audience with specifically tailored marketing messages, triggers and campaigns.Join me on April 19, 2023, Bridging the Gap Learning Learning Series.https://bit.ly/BTGticketlinkCheering you on always!Love ya’ll 💚============================================================Jumpstart Automating Your Business⤵️⚙️ Unlock the power of sales and marketing automation to work for you with this14 Day Trial of Keap (formerly Infusionsoft) – https://bit.ly/startkeaptrial👩🏽💻 Creating a simple map of your processes to begin automating 3 areas of your business for only $47! – https://bit.ly/introductiontoautomationOUR FREE RESOURCES:📝 ✏️ STANDARD OPERATING PROCEDURES STARTER GUIDE🗒 📊 CRM COMPARISON GUIDE💡📩 AUTOMATE YOUR LEAD CAPTURE📈 📋 BUSINESS AUTOMATION CHECKLIST LOCATED HERE: https://virtuallycenteredsolutions.com/freebiesTOOLS WE LOVE TO USE:🟩Keap (Formerly Infusionsoft): https://bit.ly/startkeaptrial🟨ClickUp for project & task management: https://bit.ly/vcs-clickup⬛Acuity Scheduling: https://bit.ly/vcs-acuity🟦Zapier (for integrations): https://bit.ly/vcs-zapier🟧Loom (for video recording and screensharing): https://www.loom.com/
![Choosing between HubSpot or Copper as your CRM? Watch this first! [Video]](https://video.getpvd.com/wp-content/uploads/2023/03/mp_198749_0_0jpg.jpg)
Get Your Free CRM Audit: https://efficient.app/auditFull Post: https://efficient.app/post/hubspot-vs-copper-crmWhat We Talked About (Timestamps):0:00 – Intro0:23 – HubSpot Marketing Automation Suite0:41 – HubSpot Free CRM1:35 – HubSpot Renewal Fees2:23 – HubSpot Integrations4:29 – Why Copper CRM?7:10 – Free CRM Audit With Us!#hubspotcrm #coppercrm #crmsoftware #crmintegration #crm