Blog

The latest in Pipedrive, marketing, automation and AI

Field notes from CRM, automation, AI and marketing automation projects.

CRM

CRM migration checklist for growing teams

A pragmatic checklist for migrating CRMs — what to bring, what to leave behind, and how to keep reporting and automations alive through the cutover.

8 December 2024

Pipedrive

Choosing Pipedrive Consultants

How to choose a Pipedrive consultant — what to look for, the questions to ask, and how a good consultant blends sales strategy with CRM implementation.

12 September 2022

CRM

A guide to CRM requirements gathering

How to identify your CRM requirements before evaluating vendors — the questions to ask, the functions to consider, and how to avoid buying the wrong system.

4 August 2022

Pipedrive

5 Common Pipedrive Mistakes

Five common Pipedrive setup mistakes we see at our consulting practice — from missing integrations to free-form lost reasons — and how to avoid them.

10 June 2022

Pipedrive

How to populate Pipedrive with Leads

Four ways to automatically populate Pipedrive with leads — built-in webforms, form plugin integrations, Zapier and Outfunnel — and when to use each.

20 May 2022

Marketing

Digital Marketing Best Practice

Mobile marketing best practices — how to write concise content, optimise for local search, leverage location-based services, and use geo-targeting effectively.

18 March 2021

Marketing

How To Promote Your App On A Budget

Practical, low-budget tactics to promote a mobile app — using what you already have, targeting the right audience, leveraging existing customers and smart advertising.

9 November 2020

Marketing

The Latest Digital Marketing Trends

Six digital marketing trends shaping how brands reach customers — messengers, native ads, page speed, AI and AR, live streaming, and the Internet of Things.

2 October 2020

Design

4 Of The Best Mobile Design Trends

Four mobile app design trends shaping modern UI — minimalism, overlapping effects, custom illustrations and mixing trends — and how to apply them well.

22 February 2019