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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

The Everything Guide to Choosing the Right CRM Solution

The Everything Guide to Choosing the Right CRM Solution

Sales Technology / May 25, 2017 / Pipeliner

There are many considerations when choosing the perfect CRM. Our comprehensive guide talks you through all the issues — from every angle — so you can make the best decision for your team. The Journey to the Best CRM for You Traditionally, salespeople have not welcomed CRM software with open arms. They perceive CRM tools ... Read Post

Sales Lead Management

Lead Management for Sales

Sales Management / Nov 25, 2016 / Nikolaus Kimla

Today astute companies have begun to institute ways to evaluate, categorize, and nurture leads before sending into the sales pipeline. In this way, any communication or outreach by a potential customer can be handled efficiently – and every potential lead can be properly identified and passed on to the sales team. A lead can fall ... Read Post

Salespeople Must Think Like Buyers

The Shoe on the Other Foot: Salespeople Must Think Like Buyers

Sales Management / Sep 18, 2017 / Nikolaus Kimla

There is a long-term situation in sales of salespeople having a rather one-sided viewpoint: they think only like salespeople. It’s all about the pitch—selling points that they’ve seen work before, and using those to convince that buyer to purchase. Salespeople have been operating this way since the beginning of time. The better salespeople perfected their ... 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 / 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

Sales POP! Meme
Sales Process Automation
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