In this video, I talk about how I manage my business. This is everything from sales to fulfillment. These tools help me with hitting my goals and knowing where I am sitting business-wise. In my print shop, we use Pipedrive to manage our sales and we use Monday.com to manage the production. We use Zapier to create a connection between Pipedrive, Monday.com, and Quickbooks. It makes it really nice and reduces double-entry. The other main software we use is Quickbooks online to manage invoices.

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Buy a Melco Embroidery Machine
Todd Eggersman
770.820.8002
teggersman@melco.com

The Design Service I use
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Edited by Cam

00:00 Intro
00:25 Goal recap
02:00 Sales process – Pipedrive
02:57 Our sales funnel
06:17 Pipedrive goals
07:50 Pipedrive metrics
09:45 Realistic goals
10:45 Software not sponsored
11:00 Double-entry
12:05 Recap
12:20 Cams goal
12:50 Thank you

Music Credit: https://www.bensound.com/

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