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Pipeliner CRM Onboarding

White Paper: CRM Onboarding

Pipeliner CRM / Nov 25, 2016 / Pipeliner

There are many issues to take into account when choosing a CRM solution. But chief among these considerations should be onboarding—that is, how easy is it to implement, train your users on, and administrate your new CRM solution? There are several reasons to pay attention to onboarding: The longer it takes to integrate and bring ... Read Post

The Five Fundamentals of Effective Sales Management

The Five Fundamentals of Effective Sales Management

Sales Management / Oct 10, 2017 / John Golden

John Golden and Matt McDarby outline the five fundamental management activities including a careful alignment with the organization’s Go-To-Market strategy, a deliberate focus on early-stage pipeline opportunities, a dedication to coaching, and a deliberate approach to account growth, all underpinned by a carefully designed and rigorously-adhered-to operating rhythm. Read Post

Your CRM is Costing You More Than You Think

Pipeliner CRM / Jul 14, 2025 / Nikolaus Kimla

Stop Paying for a Patchwork Sales Stack. It’s Time to Build a Profit Engine Does your company’s sales stack feel like it’s held together with duct tape and expensive subscriptions? You started with a CRM, then added a scheduler, an email marketing tool, an account planning app, and more. Each new app promised efficiency, but ... Read Post

Facing Forward: Today´s Sales Mindset

Facing Forward: Today’s Sales Mindset

Sales Professionals / Jun 3, 2017 / Nikolaus Kimla

“Nikolaus Kimla’s latest book, Facing Forward, is another valuable contribution to clarifying the best role for CRM software in the success of modern sales pros. An effective CRM solution must serve the needs of today’s overworked sales people. The folks at Pipeliner really get this and it drives all of their software development efforts. Right ... Read Post

Snapshots
Tools for your productivity
Tools / Dec 11, 2017 / Philip Lew
Mobile App Testing Checklist

Mobile App Testing Checklist

Without a doubt, mobile apps can provide great benefits to small business owners. With mobile apps, a small business can reach new customers and provide a better experience to existing ones in a convenient way. However, these benefits can only be delivered when the mobile app works as expected. Many businesses don’t realize the importance ... Read Post

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