Posts Tagged ‘Zapier’

How to integrate Kayako with Slack (Advanced Zapier Tutorial)

We use Slack as the central hub for all our communications, so it’s critical that something like our Customer Support system is well integrated. HelpScout has an awesome Slack integration, but during our migration to Kayako, […]

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Episode 41: How To Buy Software For Your Business (The Tech Smart Boss Way)

Most businesses stay in old, outdated business software way too long.  It gets comfortable, it gets too hard to replace, and in many cases, you just don’t spend the time to research what may work better for […]

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Episode 40: The Negatives of Leveraging Cloud and SaaS Technology In Your Business

All I do is talk about the benefits and how you can grow your business better and faster using modern technology.  Well in this episode I’m going to flip the script and talk about the negatives […]

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How-to Use Lead Score by Zapier to Enrich Your Data (With Drip to HubSpot CRM Example)

More information about your leads are always better than less right? Absolutely! That’s why I was really excited to see the new Zap from Zapier called Lead Score. Lead Score takes an email address and searches […]

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Episode 38: How to Set Up A Framework for Marketing Segmentation (The Tech Smart Boss Way)

Are you making sure your leads and customers are getting the right targetted message, at the right time? Unless you have a framework for segmentation, probably not.  In this episode, I go into the reasons for […]

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How-to Get Started With Zapier (with a Drip to HubSpot CRM Example)

I have 3 key qualities I look for before I call something a “Tech Smart Boss Tech App.” They are: Easy – something the entrepreneur can do themselves Affordable – ideally a free tier Increases your […]

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Top Things You Should Know About the Limitations of HubSpot CRM (and Workarounds to Those Issues)

There is a lot of buzz regarding free HubSpot CRM. One of the biggest concerns is that it’s free.  We’ve always been told, you get what you pay for.  I personally feel that if you are […]

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Episode 33: 5 Essential Features You Must Have In Your Small Business CRM

My philosophy is that even if you are a soloprenuer, you need to use a CRM.  And as you grow, and develop a sales team,  the CRM should act like a hub for your entire organization, […]

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Episode 30: 7 Pieces of Tech You Need to Empower a Remote Workforce

Remote work is becoming the norm in business these days, but there is a right way and a wrong way to do it. In this episode, I discuss the pros and cons of having remote employees and […]

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Episode 27: The SmallBiz Marketing Stack for a Tech Smart Boss

Leveraging technology to scale your brand is a key business strategy of a Tech Smart Boss. Marketing is an area where there is a lot of technology that is affordable, easy to use, and can help […]

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