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E-Books tailored just for you
Sales Management / Sep 18, 2020 / Nikolaus Kimla

Basic Essentials of Sales Management

This is the first in a series of ebooks covering the vital subject of Sales Management. In this ebook, we’re going to cover the basic essentials of the subject: Getting rapidly up and running when you’re first put on the job, taking on a team, the mindset you need, the subject of management, a sales manager’s virtues, dealing with people, and the technology you need. 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

Opportunity Management

Opportunity Management

Sales Management / Nov 25, 2016 / Nikolaus Kimla

Qualifying a lead might be a relatively simple task, but opportunity management is a bit more complex. Why? The stakes are higher: a salesperson is now going to invest valuable time into working the opportunity. It has the real potential of becoming what everyone in the sales force is after: a closed sale. Everyone is ... Read Post

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

Pipeliner CRM Voyager AI Gen II

Pipeliner CRM Voyager AI “Gen II”

Sales Technology / May 9, 2024 / John Golden

Journey to the next frontier of Sales CRM “AI” › It’s All About the Data Artificial Intelligence (AI) is only as good as the data it relies upon, therefore, the adage “garbage in, garbage out” is fundamental to its effectiveness. Without accurate data, algorithms cannot produce a correct output. The data management issue is even more ... 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
Snapshots Infographics
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 / Nov 29, 2016 / Sales POP! Recommends
Your BANT Sales Qualification Tool

Your BANT Sales Qualification Tool

Salespeople know that qualifying opportunities with the BANT Method (budget, authority, need, and timing) is quick and effective. Try our version of  Bant sales qualification too for free. Budget + Authority + Need + Timing The first thing to know when sounding out a prospect company, of course, is if there is a budget available. In ... Read Post

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