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I was invited to an entrepreneurship class by an old professor of mine at Canisius College to talk to the students about my entrepreneurial journey and answer questions about business and starting your career after college. Should you start a business based on passion? How do you get started at all? Should you even start a business right out of college?

Top 5 B2B Software Tools We Can't Live Without Video posted on Oct 21, 2022 -

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

How To Use CRM Opportunity Pipelines Video posted on Nov 19, 2020 - Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this video I'll answer both of these questions & more 👌🏻 A lot of business owners say to us "I'm not sure what my process is" but the reality is if you're running a business you already have processes in place. If you're doing things ad-hoc, your processes may not be super obvious at first, but if we dig a little deeper you'll be able to see that they're there. I've outlined some powerful prompts in the article below to help you distill down your business processes. Grab pen and paper, follow the guiding questions below, and within 30 minutes, you'll have your pipeline mapped out within Copper 🔥

In this article you'll get the answers to our most frequently asked questions. Skip to the end of an article to apply for a Complimentary 30-Minute Efficiency Audit for your company.

We get questions around automation a lot. Some companies want dive deep into automation too early, while with others — it's clear they should have added automation to their business a long time ago. Here are four signs it's time to automate and two signs that it's better to hold off.

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

Top 6 Expense Management Software & Tools in 2024 - Best Expense Management software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Expense Management software alternative is best for your team in 2023?

The 5 Best Airtable Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

While there are some perks to using Google Calendar's Appointment Scheduler (it's free), there are limitations that leave us recommending to use a tool that was built solely for the job of calendar bookings. Here's how the Google Calendar Appointment Slot Scheduling tool compares to Calendly and Motion.

Is Superhuman Worth It? 5 Signs You Should Leave Gmail/Outlook in 2024 👋 Video posted on Feb 09, 2024 -

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

BILL Spend & Expense (Formerly Divvy) The spend management platform for teams of all sizes (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement). A spend management (virtual credit card) platform for venture-backed startups and large teams. They also have a barebones checking account product called Brex Cash.

We love Airtable, but when talking to companies that are thinking of using it as their core CRM, we advise against it. Here's a candid answer to the FAQ, should I use Airtable as my CRM?

The Best CRM Software (Copper vs Pipedrive vs Hubspot vs Salesforce vs Airtable) Video posted on Nov 17, 2022 -

Why are companies switching away from Salesforce? Are there better CRMs on the market that better balance price and features? Keep reading for our take on why Salesforce isn't "the best" option for most businesses.

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. 🦾

Business Process Automation: 4 Signs It's Time To Automate (& When Not To) Video posted on Sep 14, 2022 -

5 Productivity Tools You Won't Want To Live Without Video posted on Oct 18, 2022 -

The 5 Best Google Sheets Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

The secret sauce to setting up your Leads, People, Companies and Opportunities in your Copper CRM.

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

The 5 Best Google Calendar Alternatives in 2024 - comparisons, reviews, promo codes, and unfiltered thoughts.

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.

What software is Small Business using in 2024? Learn what software you should use for Any size teams.

Brian was spending hours working on custom proposals, sending them to customers, and sometimes forgetting to follow-up.

BILL Spend & Expense (Formerly Divvy) The spend management platform for teams of all sizes (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement). The modern business bank built for teams of all sizes. What if you could actually enjoy your bank? With Mercury, you will.

Angel Investing, Rent vs Buy, & the Frugality Debate Podcast posted on Oct 03, 2023 -

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.

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.

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).

My special guest in today’s episode of If Not Now Wen is Alex Bass. Alex is a founder and investor who is obsessed with product, automation, and integration. Over a decade ago, Alex Bass founded Efficient App with the goal of helping teams find and integrate their perfect software stack.

Where do we begin? Google Sheets is a spreadsheet tool, as an alternative to Excel, it works great! We've used it in our own business for any areas that we'd have otherwise used Excel. But for anything that an unstructured spreadsheet isn't good for, we pretty quickly moved everything over to Airtable (but more on that later).

The spend management platform for mid-size teams (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement). A spend management (virtual credit card) platform for venture-backed startups and large teams. They also have a barebones checking account product called Brex Cash.

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.

The modern business bank built for teams of all sizes. What if you could actually enjoy your bank? With Mercury, you will. A spend management (virtual credit card) platform for venture-backed startups and large teams. They also have a barebones checking account product called Brex Cash.

We've personally used BILL Spend & Expense (Formerly Divvy), Ramp, Brex and Expensify and I'm excited to share my thoughts on all options to help you make the decision on which may be best for your team. Lets go!

Building Relationships with Transparency and Intention - Interview with Alex Bass Podcast posted on Mar 14, 2023 -

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

Every recommendation Efficient App made, we have implemented. The admin and superintendents are thrilled with Copper.

BILL Spend & Expense (Formerly Divvy) The spend management platform for teams of all sizes (customizable virtual cards, budgeting, auto-reconciling, and expense reimbursement). Rippling lets you easily manage your employees’ payroll, benefits, expenses, devices, apps & more—in one place.

The Secret to Scaling a Construction Business with Automation and Software 🤫 🚀 Video posted on Dec 05, 2022 -

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.

Answering your Questions About Angel Investing (FAQ) Podcast posted on Oct 31, 2023 -

Struggling to set up your Opportunity Pipeline in Copper? Unsure of what to name the stages of your pipeline? In this article I'll answer both of these questions & more 👌🏻

A complete breakdown of Arc Browser, and the decade-long journey that finally led me to it.

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

Learn the difference between Native and Custom Copper integrations, then keep reading to see our top 5 Copper Integrations for 2024.

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.

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)

Track Email Opens, Clicks, & Website Visits Straight Into Your CRM with Outfunnel Video posted on May 26, 2021 -

Copper + Google Drive Integration—Automatically create customer folders and move documents into storage & Reduce the stress of looking for documents

Copper + Slack Integration—Notify your team in Slack of any important changes in Copper & Help your team take action more quickly when connecting with leads and customers

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...

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

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

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

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