Articles tagged "Automation"

How to automatically pull data for reports, charts, and dashboards

Charts, reports, and dashboards help you identify trends you can use to understand, improve, and develop your performance. Automation can help you get the most of the tools you use to communicate data and make them less labor-intensive to use.

How AlchemyLeads improved lead outreach with automation

Like any business, AlchemyLeads succeeds when we turn leads into satisfied clients. For us, that process starts with lead outreach. When we added automation and more personalization, monthly leads grew 240% in the most recent quarter.

5 tips to get the most out of Dreamforce—and stay productive

Salesforce users from around the world will come together for Dreamforce, the cloud CRM's signature conference. This global, hybrid experience includes keynotes, panels, lightning talks, and more.

Afraid to ask for help? Here's how to fight the fear with automation

Crosspost your Instagram posts to other social networks

Have you ever wanted to re-share an Instagram post directly on Twitter? Unfortunately, you run into a big problem: Facebook, which owns Instagram, doesn't make it easy to share content to other social networks. This automated solution can help.

Create helpful documentation from Slack messages

Whenever I have a question at work, the first place I go is Slack. After a while, you could build an FAQ page out of just my messages, and it would have been so much easier if we had just done that from the beginning.

5 Trello Power-Ups for solopreneurs and freelancers

As a technology writer, I'm embarrassed to admit that I used to manage my freelance business with paper to-do lists and a whiteboard hanging above my desk. Then I discovered Trello.

The beginner's guide to lead management

New to lead management? This infographic will show you everything you need to know about the lead lifecycle—and how automation can help you find, nurture, and win more leads.

9 examples of conversational marketing that helped businesses grow

Conversational marketing can give your customers the personalized and responsive experience they're looking for—until it doesn't. If you've ever been talking in circles with a chatbot, unable to get a hold of a human to help, you know what I mean.

Zapier report: Marketers lead the pack in automation at work