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On this episode, I take you through my history of pivots from the web development world, to online marketing, IT support, and now business process consulting & automation.

Automation Uptime Monitoring Bot at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

Learn all things Copper CRM best practices, automation, and integration.

We're married, work together, and invest in startups. Follow along as we build efficient.app in public and show you what it's actually like being partners in life and business. 🦾

Top 1 URL Shortener Software & Tools in 2024 - Best URL Shortener software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which URL Shortener software alternative is best for your team in 2023?

Dialpad Calls & Texts In Copper + Pipedrive + Hubspot Video posted on Jan 07, 2023 -

Annoying Sh*t Help Desks Do 👀 Video posted on Jul 03, 2023 -

Arc Browser vs Chrome vs Safari 💻 Video posted on Aug 15, 2023 -

Superlist Discount Code - 20% Off Any Plans for 1 Year—no strings attached, just sign up through us and lock in any future Superlist courses for free.

There are two core types of email outreach that businesses use - Transactional Email: one-to-one (e.g. Efficient Email Automation/Gmail) and Bulk Email: one-to-many (e.g. MailChimp/ConvertKit/Outfunnel)

New Copper Email Sequencing Feature Release v2.4 - Rich Text & Scheduled Email + Open + Click Activity Logging + Last Sent + Internal Emails

Dialpad Calls & Texts In Copper + Pipedrive + Hubspot (Short) Video posted on Jan 10, 2023 -

Is Mercury an Expense Management Software Like Divvy? Video posted on Jul 31, 2023 -

You can now automate the creation of Asana tasks upon Copper opportunity stage change without ever leaving Copper.

Most Insane Arc Browser Overview! Video posted on Mar 29, 2023 -

Should you have multiple pipelines for different business divisions or regions? Keep reading for a candid look into why the answer is definitely not.

Asana is a project management tool, we've used it in our business for about 7 years now. It's served us well for a long period of time, but one thing we would never try to do, and advise against is trying to use it as a CRM. A project management tool should be left for exactly that - managing projects, not sales outreach or anything to do with relationships.

Dialpad Meetings Review 2024 (Communication): Is Dialpad Meetings worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Working and Angel Investing with your Spouse (A-Team Mini-Series) Podcast posted on Aug 28, 2023 -

Pipedrive Review 2024 (CRM): Is Pipedrive worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Everything We Automate In Our Business Pt. 1 (Outfunnel + Copper + Webflow) Video posted on Oct 26, 2022 -

Whether you're looking to connect a lengthy application form or a simple website inquiry form to Copper, here are 3 tips that can help you save some time.

Proof that tax season doesn’t have to be dreadful (featuring Gelt Taxes) Video posted on Nov 15, 2023 -

Streak Review 2024 (CRM): Is Streak worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Power anything from websites to internal tools with the open-source backend & modern admin UI that you truly own. Combining the utility of a Headless CMS with the power of a Backend-as-a-Service, Directus handles APIs, Auth, Admin, and more so you can focus on building amazing apps and websites.

Pipedrive + Luma Integration—Attendees registration details sent straight to Pipedrive & Save time, stay organized, and have your sales team automatically follow-up post event

Copper + Luma Integration—Attendees registration details sent straight to Copper & Save time, stay organized, and have your sales team automatically follow-up post event

HubSpot + Luma Integration—Attendees registration details sent straight to HubSpot & Save time, stay organized, and have your sales team automatically follow-up post event

Salesforce + Luma Integration—Attendees registration details sent straight to Salesforce & Save time, stay organized, and have your sales team automatically follow-up post event

Figma Review 2024 (Design): Is Figma worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Airtable + Luma Integration—Attendees registration details and event details sent straight to Airtable & Save time, stay organized, and have your team automatically follow-up post event

Top 2 Form Software & Tools in 2024 - Best Form software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Form software alternative is best for your team in 2023?

Top 3 Banking Software & Tools in 2024 - Best Banking software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Banking software alternative is best for your team in 2023?

Top 5 Help Desk & Chat Software & Tools in 2024 - Best Help Desk & Chat software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Help Desk & Chat software alternative is best for your team in 2023?

Brex Review 2024 (Expense Management): Is Brex worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

There are dozens of hours that can be saved by integrating software.

Trailer for Analysis Paralysis, a new podcast around business process consulting, CRM, automation, and efficiency, by Alex Bass.

Simply put, a CRM (Customer Relationship Management) system is a technology for tracking and managing all your company’s relationships with customers and potential customers.

Notion Review 2024 (Knowledge Base): Is Notion worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

While we personally prefer SMB software because it's typically more enjoyable to use (with a better UI/UX—a story for another day), this article will cover the two popular options for mid-market businesses (HubSpot and Salesforce). It's important to mention that in this case, I'm referring to mid-market as anywhere between 20-200 seats (actual people regularly logging into and using the CRM—e.g. there are many companies that may have a team of 500, but maybe only 50 of which need to regularly use the CRM).

Failed Job Offer, Moving in 3 Days Later, Work Together...or Date? & San Francisco vs Austin Podcast posted on Sep 05, 2023 -

How to Pick a Task Manager in Under 1 Minute (Asana, Motion, Monday, ClickUp, or Notion?) 🤔 Video posted on Aug 03, 2023 -

Google Calendar Review 2024 (Calendar): Is Google Calendar worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Top 3 Website Builder Software & Tools in 2024 - Best Website Builder software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Website Builder software alternative is best for your team in 2023?

We're seeing a rise in companies using Notion as their CRM. While Notion can do a lot of things, using it as a company CRM is not ideal. Here's why.

What software is Transistor using in 2024? Learn what software you should use for 1-5 size teams.

What software is Whalesync using in 2024? Learn what software you should use for 1-5 size teams.

What software is Efficient using in 2024? Learn what software you should use for 1-5 size teams.

Best Small Business CRM in 2024? Notion vs Airtable vs Copper vs Pipedrive vs Folk Video posted on Jan 10, 2024 -

Postmark Review 2024 (Email Marketing): Is Postmark worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Let's just say, I've tried every single help desk on the market (and continue to evaluate new solutions), and yet I keep finding myself coming back to Help Scout, and here's why...

Everything We Automate In Our Business Pt. 3 (Divvy + QuickBooks Online Integration) Video posted on Nov 08, 2022 -

What software is Fathom Analytics using in 2024? Learn what software you should use for 1-5 size teams.

Top 9 Email Clients in 2024 - Best Email software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Email software alternative is best for your team in 2023?

Salesforce vs Copper Video posted on Oct 06, 2022 -

How To Use Motion App For Project Management (The Most Detailed Tutorial & Review!) Video posted on Feb 28, 2024 -

Best Time Management Software 2024: Motion vs Reclaim vs Clockwise Video posted on Apr 15, 2024 -