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CRM Checklist

Downloadable Checklist: Choosing the Right CRM

Sales Technology / Nov 25, 2016 / Pipeliner

A convenient, downloadable way to help you keep track of pain points and features that will make your decision easier. Accompanies our ebook, The Everything Guide to Choosing the Right CRM How Do You Choose the Right CRM Solution for Your Team? Our downloadable checklist is a great adjunct to our ebook, The Everything Guide ... Read Post

Theory-Made-Real-Pipeliner-CRM-Puts-Principles-into-Practice

Theory Made Real – Pipeliner Principles into Practice

Pipeliner CRM / Nov 28, 2016 / Nikolaus Kimla

At Pipeliner, we operate on principles instead of values. The difference between these two terms is significant. Values are dependent upon: culture, time, era, language, business sector, geographical location, and other factors. They are highly contextualized. Principles, on the other hand, are universal and are totally independent of such factors. An example is the principle ... Read Post

CRM Empowering the Sales Force

White Paper — CRM Empowering the Sales Force

Sales Management / Nov 25, 2016 / Pipeliner

How two companies improved business performance with Pipeliner CRM CRM at the Forefront of B2B Sales Strategies One of the best ways CRM technology can be a tool for salespeople is through visibility — easily seeing and understanding customer accounts and relationships. This allows a sales representative to build, grow, and maintain the right level ... Read Post

Customizable CRM: Pipeliner Intelligent Fields

Customizable CRM: Pipeliner Intelligent Fields

Sales Management / Nov 29, 2016 / Pipeliner

Exploiting Your Company’s Uniquenesses: Pipeliner CRM Intelligent Fields Part of a customizable CRM, an Intelligent Field is a field which displays data in a read-only fashion, data which has been automatically calculated using other data obtained elsewhere. Pipeliner CRM has been, from the beginning, designed from the standpoint that no 2 companies are alike. Pipeliner ... Read Post

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The Sales Pipeline Revealed

The Sales Pipeline Revealed

The sales pipeline is a visual representation of your sales process, in which all of your opportunities are displayed and neatly arranged according to their stage in your sales process. It’s crucial to ensure that your pipeline is organized and utilized to its maximum potential in order to get the most out of this tool. ... Read Post

Tools for your productivity
Tools / Nov 29, 2016 / Sales POP! Recommends
Qualifying Lead Opportunity Tool

Qualifying Lead Opportunity Tool

Increase the chance of a successful close with a free tool to help you effectively qualify any opportunity in your sales process. Clearly Defining the Opportunity Defining an opportunity can only be done through communication with the prospect company, as in-depth as possible. It may be possible with the initial person who contacted you in ... Read Post

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