Ian Jamieson

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  • 私のPipedrive CRMのレビュー2024
    Pipedrive

    私のPipedrive CRMのレビュー2024

    Ian Jamieson
    Nov 19, 2024

    PipedriveはユーザーフレンドリーなCRMプラットフォームで、効率的なセールスプロセスを支援します。2010年に設立され、多様な機能を提供し、カスタマイズや統合が可能です。料金は手頃ですが、無料プランはなく、サポートもプランによって異なります。

    Continue Reading…: 私のPipedrive CRMのレビュー2024
  • Keap CRM Review: A Comprehensive Tool for Small Business Growth
    CRM, Keap

    Keap CRM Review: A Comprehensive Tool for Small Business Growth

    Ian Jamieson
    Nov 13, 2024

    In the ever-changing world of Customer Relationship Management (CRM) software, Keap CRM stands out as a robust platform designed to cater to the needs of…

    Continue Reading…: Keap CRM Review: A Comprehensive Tool for Small Business Growth
  • Why I Love Capsule CRM Right Now
    Capsule CRM

    Why I Love Capsule CRM Right Now

    Ian Jamieson
    Oct 27, 2024

    Capsule CRM is my top choice for small businesses, effectively streamlining sales processes and enhancing customer relations. Its user-friendly design, featuring sales pipeline management, task…

    Continue Reading…: Why I Love Capsule CRM Right Now
  • CRM Benchmarking – Options
    CRM

    CRM Benchmarking – Options

    Ian Jamieson
    Oct 17, 2024

    Aski anyone who has been a CRM Admin, and they will tell you that they ‘just’know’ when their CRM system is in good health. The…

    Continue Reading…: CRM Benchmarking – Options
  • How A CRM Increases Your Company’s Sale Valuation
    M&A

    How A CRM Increases Your Company’s Sale Valuation

    Ian Jamieson
    Oct 16, 2024

    I spent a number of years working in Mergers & Acquisitions (M&A) in the Media and Technology Sector. Part of my role as an Analyst…

    Continue Reading…: How A CRM Increases Your Company’s Sale Valuation
  • My Pipedrive CRM Review 2024
    Pipedrive

    My Pipedrive CRM Review 2024

    Ian Jamieson
    Oct 12, 2024

    In the ever-developing world of Customer Relationship Management (CRM) platforms, Pipedrive has emerged as a major player, and it’s one I love. Founded in 2010,…

    Continue Reading…: My Pipedrive CRM Review 2024
  • Welcome to Pipedrive – Video
    Pipedrive

    Welcome to Pipedrive – Video

    Ian Jamieson
    Oct 12, 2024

    Read more here.

    Continue Reading…: Welcome to Pipedrive – Video
  • Salesforce Summer ’24 – Matrix Reports
    Reports

    Salesforce Summer ’24 – Matrix Reports

    Ian Jamieson
    Apr 27, 2024

    With the Salesforce Summer ’24 Release we can now summarise very complex data using Matrix Reports. Think of a Matrix Report as a simple Pivot…

    Continue Reading…: Salesforce Summer ’24 – Matrix Reports
  • How To Easily Assign Salesforce Permission Sets To Many Users
    Data Loader, Permission Sets

    How To Easily Assign Salesforce Permission Sets To Many Users

    Ian Jamieson
    Apr 21, 2024

    Continue Reading…: How To Easily Assign Salesforce Permission Sets To Many Users
  • Top Tips Using Salesforce Data Loader
    Data Loader

    Top Tips Using Salesforce Data Loader

    Ian Jamieson
    Apr 20, 2024

    I use Salesforce Dataloader a lot – I’m currently using v 60.0.2 . It’s a fantastic tool but there are a few tricky things to…

    Continue Reading…: Top Tips Using Salesforce Data Loader
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I provide free sales and marketing tech advice for all. Helping you grow your business quickly, effectively and affordably.

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