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.

When all-in-one software isn't the best solution for your business

When you're looking for new software to help run your business all-in-one options can sound good, but they aren't always the answer. If you're looking for flexibility in a changing market, a focused product with robust integrations can deliver more value.

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.

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.

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.

How to automatically print shipping labels

Creating address labels has come a long way since learning how to do a mail merge. Use Zapier to add contacts to a spreadsheet for easy printing with online tools.

How to use Zapier to avoid duplicate entries in Zoho CRM

Lead generation is the bread and butter of digital marketing. If you've been generating leads for any length of time, you likely encountered a common issue: data duplication in your CRM. Use Zapier to keep that from happening.

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.

Zapier report: Marketers lead the pack in automation at work