How to Create Sales Tracking Dashboards in SmartSuite
Want SmartSuite reporting to review your sales or CRM data? In this beginner tutorial, Layla at ProcessDriven will demonstrate how to create a Sales Tracking Dashboard in SmartSuite. We'll cover…
Your FIRST hour in SmartSuite for Task Management (Beginner Setup Tutorial)
https://www.youtube.com/watch?v=2tj_5vst2No Ready to set up SmartSuite? It all begins here! In this beginner tutorial, we'll guide you step-by-step through creating your SmartSuite account for the first time. We'll demo SmartSuite…
Layla’s Lookback Q4 2022
Want a sneak peek into how we run our business at ProcessDriven? Layla's Lookback is our video series dedicated to going behind the scenes on our membership, our processes, and…
8 Ways to Automate a CRM using SmartSuite Automations for people who hate Data Entry
A CRM is invaluable for tracking where leads and customers are in the sales process. Without automation, a comprehensive CRM requires time-consuming data entry to set up and maintain. Fortunately, today’s…
How (and When) to Use Timeline View vs. Gantt View (ClickUp Tutorial)
Timeline vs. Gantt View in ClickUp: which should you use? These two popular (and similar) views can often overwhelm new ClickUp users looking to organize their data. In this video,…
The Best Notion Alternative for Teams? (SmartSuite vs. Notion Detailed Comparison)
In this detailed review of Notion (affiliate link) and SmartSuite (affiliate link), we will compare each tool's company profile, pricing, and features to explain why we believe SmartSuite is the…
System vs. To Do List — Which Tasks do you focus on?
https://youtu.be/ClF-wSfOcks A to-do list and a system are two different things. Although to-do lists are part of your system, to-do lists alone will not systemize your business. Beyond to-do lists,…
HR Software for Small Businesses? Try an (Affordable) Work Management Software!
https://youtu.be/OcElnNcKX9Y This post contains affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms The Human Resources or People Function is a complex yet necessary…
How to Identify and Fix a Broken Process (3 Questions to Ask)
Struggling to figure out which of your processes need to be fixed? Process improvement to fix a broken process is an ongoing journey that business owners, entrepreneurs, and leaders can't…
Is SmartSuite worth it? 8 Hidden Features that Add TONS of Value
Like any new tool, it's hard to know if SmartSuite is worth learning and implementing with your team. In this video, we're breaking down 8 hidden SmartSuite power features you…
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