I'm also very curious to hear about these tricks, Perhaps @Erik Christensen you can already share yours with us 🙏🏻
I think at the moment for me the "Trick" is Pipedrive itself at the moment... Some others are just not doing it, and that is the only trick there is that some others don't do yet
My thing is I use the Zapier and a bunch of tools to automate notifications to my team, producing files / folders on Google Drive to help with planning, and log tasks to asana that stay "sorta" updated to help keep an eye on resources for management purposes.
I wish there was better two way syncs with asana, otherwise, zapier is the one stop shop to automating the hell out of things.
The other thing I do pretty heavily is document custom fields and the IT components so we have a good reference for system maintenance... document everything...