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I had a discussion with Alex Bass about Automation. We talked about Zapier, Asana, automation, delegation, data leak... Alex is a Copper expert, Zapier certified pro, Asana certified pro. He knows a lot and that was a great discussion!

Discussion About Automation With Asana Certified Pro Alex Bass (Minimalist Work) Podcast posted on Dec 22, 2019 - Bastien Siebman had a discussion with Alex Bass about Automation. We talked about Zapier, Asana, automation, delegation, data leak... Alex is a Copper expert, Zapier Expert, Asana Partner. He knows a lot and that was a great discussion!

In this episode of BuiltOnAir and on his own show as well, Alex discusses what it’s like to be a business owner in this rapidly evolving, semi-enigmatic niche of workflow design. Alex has pivoted a lot throughout his journey in the tech world, and he does a great job of explaining his steps and thought process along the way.

Today, we dig into the life and systems of Alex Bass, founder & head of product at Efficient App + CyberBytes. In this post, we'll learn how he leverages automations to make his life easy and more productive.

This episode is all about understanding what actually goes on when an agency is on and OFFBOARDING your user (which was their referral), and the issues that can arise from that process being broken.

Airtable Workflow Design Discussion with Alex Bass (BuiltOnAir) Podcast posted on Mar 11, 2019 -

On this episode of Analysis Paralysis, I was invited to The Marketing Automation Discussion podcast for a CRM mastermind with host Alex Glenn, and CRM experts Scott Gellatly and Mark Colgan. We talk about all things pricing, strategy, automation, and how to set up your CRM for success.

There are podcasts for just about every topic you can think of, but very few, if any, around the emerging area of business automation. Our guest, Kelsey Bratcher, saw this void as an opportunity and started the Get Automated podcast. On this episode, I speak with Kelsey about many different things surrounding software, automation, and efficiency. We discuss how we got started in automation; the differences between ProsperWorks CRM and InfusionSoft; the best tools available for automating your business; and how you, as a small business owner, can start automating your business right now. Make sure you have a notepad around because there are a lot of actionable tips in this episode!

Founder & Head of Product at Efficient App - Check out all podcast episodes and posts written about Copper CRM surrounding automation and integration best practices.

Today I'm here with Dan Fellars from Openside and we're talking about all things Airtable. Airtable is user-friendly database software, think of Google Sheets and Excel, but with a bit more structured in that it can actually be used at a mass scale for business processes. In this episode, we talk about how you can leverage automation and the ever-evolving cloud software tools available to build custom solutions, all without the traditional development overhead.

On this episode of Analysis Paralysis, I am talking to David Zisner. He was an electrical engineer that worked at Intel for 15 years doing assembly line automations. He is now consulting and doing automation for small to medium size businesses.

In today’s episode of Analysis Paralysis, I'm talking with Nathan Lee, not related to the prior episode guest, Jon Lee. Nathan is an up and coming podcaster that loves automation and is working on a new podcast series built around Zapier and automation. We discuss why Zapier is such a great tool for those looking to get into automation for their business. If you are unfamiliar with Zapier or looking to get more involved with automation, this is a great episode for you!

You have a passion, a hobby, something that you are good at ー how do you convince people that it is worth buying?

Brand. A term that means so many different things to so many different people. Most simply think that a company's brand is their logo and color scheme. For Coby Pachmayr, it is so much more. With a background in systems engineering and automation, Coby started Idea Spring, a branding and marketing agency with the unique focus on solving business problems through ongoing customer experience improvements.

Today I'm here with Chirag Gupta who runs a coworking space calls NoD Coworking. He developed the space to be an area that people could come together to network and pool their resources, stemming from a passion for helping others. Having always liked the idea of starting an accelerator/incubator, I had some questions around the business model and how difficult it is to get a space started and self-sustaining.

On this episode of Analysis Paralysis, I am talking to Jaime Nacach. He runs a successful marketing company and fell in love with automation after using it inside of his existing company. Naturally, that has led to him building a side company solely built around automation and Jaime has been going through the process of transitioning into an automation-focused business solutions company.

Wanting to run or work for a startup is a common goal nowadays. New companies are launched all the time, led by founders who hope to move quickly and grow fast. But as we all know, not all are successful. Why is this? Why do some succeed and others fail? Brittany Perez, who leads the account management team at Copper, is familiar with these questions. She left a comfortable position at a well-known company (Intuit) to work at Copper, and since joining the team, they’ve grown from 28 employees to hundreds, and have raised just under $100M in venture backing.

Discussing sales and difficulties I was recently going through with clients and overall, how to sell value over an "hourly rate" type model.

In today’s episode of Analysis Paralysis, I’ll be talking with Jon Lee, the Founder and CEO of Copper. Since it first launched back in 2013, Copper has been one of the fastest-growing customer relationship management systems on the market with over $87m in venture backing. They’re also now the #1 recommended CRM for G Suite.

You can now automate the creation of Asana tasks upon Copper opportunity stage change without ever leaving Copper.

Trailer for Analysis Paralysis, a new podcast around business process consulting, CRM, automation, and efficiency, by Alex Bass.

We're married, work together, and invest in startups. Follow along as we build efficient.app in public and show you what it's actually like being partners in life and business. 🦾

I was invited to an entrepreneurship class by an old professor of mine at Canisius College to talk to the students about my entrepreneurial journey and answer questions about business and starting your career after college. Should you start a business based on passion? How do you get started at all? Should you even start a business right out of college?

On this episode, I talk with Sai about what the future of CRM looks like, what his experience has been like being a Salesforce developer, and if he would ever consider moving from the giant that is Salesforce over to something like Copper CRM (Formerly ProsperWorks).

Top 1 URL Shortener Software & Tools in 2024 - Best URL Shortener software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which URL Shortener software alternative is best for your team in 2023?

Most Insane Arc Browser Overview! Video posted on Mar 29, 2023 -

On this episode, I take you through my history of pivots from the web development world, to online marketing, IT support, and now business process consulting & automation.

Smart Charge America Testimonial for Efficient App (Alex Bass) During Zapier Annual Keynote Speech Video posted on Feb 17, 2023 -

An all-in-one project management tool and suite of products for teams. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

New Copper Email Sequencing Feature Release v2.4 - Rich Text & Scheduled Email + Open + Click Activity Logging + Last Sent + Internal Emails

Top 6 Time Tracking Software & Tools in 2024 - Best Time Tracking software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Time Tracking software alternative is best for your team in 2023?

Top 12 Communication Software & Tools in 2024 - Best Communication software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Communication software alternative is best for your team in 2023?

Top 3 Meeting Recorder Software & Tools in 2024 - Best Meeting Recorder software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Meeting Recorder software alternative is best for your team in 2023?

Asana is a project management tool, we've used it in our business for about 7 years now. It's served us well for a long period of time, but one thing we would never try to do, and advise against is trying to use it as a CRM. A project management tool should be left for exactly that - managing projects, not sales outreach or anything to do with relationships.

Top 1 Event Management Software & Tools in 2024 - Best Event Management software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Event Management software alternative is best for your team in 2023?

Top 6 Integration & Data Sync Software & Tools in 2024 - Best Integration & Data Sync software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Integration & Data Sync software alternative is best for your team in 2023?

Linear Review 2024 (Product): Is Linear worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Top 1 Design Software & Tools in 2024 - Best Design software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Design software alternative is best for your team in 2023?

Top 2 Storage Software & Tools in 2024 - Best Storage software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Storage software alternative is best for your team in 2023?

Top 2 Spreadsheet Software & Tools in 2024 - Best Spreadsheet software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Spreadsheet software alternative is best for your team in 2023?

Top 1 eCommerce Software & Tools in 2024 - Best eCommerce software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which eCommerce software alternative is best for your team in 2023?

Top 8 Scheduler Software & Tools in 2024 - Best Scheduler software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Scheduler software alternative is best for your team in 2023?

Top 7 Utilities & Tooling Software & Tools in 2024 - Best Utilities & Tooling software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Utilities & Tooling software alternative is best for your team in 2023?

Top 2 Video Editing & Recording Software & Tools in 2024 - Best Video Editing & Recording software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Video Editing & Recording software alternative is best for your team in 2023?

Top 3 Proposal & eSignature Software & Tools in 2024 - Best Proposal & eSignature software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Proposal & eSignature software alternative is best for your team in 2023?

Top 2 Product Software & Tools in 2024 - Best Product software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Product software alternative is best for your team in 2023?

Top 2 Uptime Monitoring Software & Tools in 2024 - Best Uptime Monitoring software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Uptime Monitoring software alternative is best for your team in 2023?

Top 1 Podcasting Software & Tools in 2024 - Best Podcasting software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Podcasting software alternative is best for your team in 2023?

Top 4 Payroll & HR Software & Tools in 2024 - Best Payroll & HR software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Payroll & HR software alternative is best for your team in 2023?

Top 2 Personal Finance Software & Tools in 2024 - Best Personal Finance software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Personal Finance software alternative is best for your team in 2023?

Top 7 Email Marketing Software & Tools in 2024 - Best Email Marketing software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Email Marketing software alternative is best for your team in 2023?

Top 3 Cloud Suite Software & Tools in 2024 - Best Cloud Suite software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Cloud Suite software alternative is best for your team in 2023?

For medium + large teams looking for a task-based project management tool, where goals and reporting are important. A shared documentation and note taking tool that tip-toes the line of a flexible no-code platform (for teams of all sizes).

Simply put, a CRM (Customer Relationship Management) system is a technology for tracking and managing all your company’s relationships with customers and potential customers.

Wrike Review 2024 (Project Management): Is Wrike worth it? Learn the pros & cons, features, and pricing all in our deep-dive review and final verdict.

Asana + Sunsama Integration—Turn your Asana tasks into a daily planner by adding them to your calendar with Sunsama & Evolve Asana into a better daily planner and get more done

Top 7 Automation Software & Tools in 2024 - Best Automation software reviews, alternatives, comparisons, and promo/discount codes, and ratings - Which Automation software alternative is best for your team in 2023?

There are two core types of email outreach that businesses use - Transactional Email: one-to-one (e.g. Efficient Email Automation/Gmail) and Bulk Email: one-to-many (e.g. MailChimp/ConvertKit/Outfunnel)