564: Task and Project Management Using Asana, PipeDrive and Slack with Business Productivity Consultant Paul Minors

Paul Minors has a lot to say about productivity, business, self-improvement, automation, optimising your time and income to live life on your own terms. He’s a “virtual consultant” and helps businesses setup and use tools like Asana, MailChimp, Pipedrive and Zapier. He's here to explain how to transition from an unorganized "slap-dash" email-based system into a tool like Asana, how to train your team to use it AND roll it out.

Quotes:                                                                                                                                   

“When you have too many projects, it becomes much harder to track who is doing what, as you need to check more places.” – Paul Minors

“You’ll never have everything—like the structure or details—perfect from the start, so you might need to let things evolve as you go.” - Paul Minors

“Business productivity and efficiency increase when communication is integrated directly with the work that needs to be done.” - Paul Minors

Takeaways:

01:30 Communication should be tied directly to specific work tasks to improve overall business efficiency.

03:36 Rolling out new software requires a strategic plan, not just dumping tools on a team without guidance.

10:58 Project management tools like Asana can replace email communication, creating clear accountability and transparency.

18:05 Having an internal "tool champion" can help teams successfully adopt and use new productivity software.

24:14 Sales CRM tools like Pipedrive help businesses track lead conversion rates and understand their sales process more effectively.

Resources

• Paul Minors (Official site, Asana/PipeDrive/Zapier/MailChimp Consultant)
• Asana (Task Tracker)
• PipeDrive (Customer Relationship Management System for Sales)
• MailChimp (Email Marketing Platform)
• Zapier (Workflow Automation)

Podcast: Play in new window | Download (Duration: 27:06 — 24.9MB) | Embed

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Filed in: Archive 3: 2018-2020 • Business • Interview • Podcast