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Automatizer: The AI – Workflow Automation Revolution for CRM

Sales Management / Oct 25, 2020 / Nikolaus Kimla

The shift in business is happening right now. Workflow automation is fundamentally transforming how companies operate, yet many are still “stuck in analog.” They are bogged down by disconnected departments, slow communication, and high-value employees trapped by repetitive, error-prone tasks. The pressure to become fully digital isn’t just about efficiency—it’s about survival. Organizations that fail ... 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

Emotions in Sales

Emotions In Sales

Sales Management / Nov 25, 2016 / Nikolaus Kimla

Entering the Sales world is a lot like engaging in a boxing match. How do you make your emotions work for you? Knowing Your Opponent For many in Sales, stepping into a sales opportunity is like stepping into a boxing ring. You’re going to be throwing punches, ducking and weaving — avoiding blows that could ... Read Post

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The Difference Between a CRM Lead and an Opportunity

The Difference Between a CRM Lead and an Opportunity

Many times we are asked: “What is the difference between a CRM lead and an opportunity?” It’s a valid question, and the answer is worth knowing. Here is a simple and easy explanation. Now, I know what you’re thinking, you’re a salesperson, not a fisherman. But imagine for a moment that you are a fisherman who is ... Read Post

Tools for your productivity
Tools / Sep 29, 2017 / Dan McDade
Lead to Revenue Calculator

Lead to Revenue Calculator

PointClear has developed a comprehensive Lead/Revenue Calculator that factors in metrics frequently ignored in the planning process, and addresses other shortcomings often found in these sorts of tools. This is a model you can adjust to fit your company; so multiply, add zeros, adjust percentages or make whatever other changes you feel will shed light ... Read Post

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Sales Process Automation
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