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E-Books tailored just for you

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

Chief Customer Officer

Chief Customer Officer 2.0: How to Build Your Customer-Driven Growth Engine

Sales Management / Nov 25, 2016 / Jeanne Bliss

Author Jeanne Bliss writes the customer experience roadmap to transform your business and culture. Chapter 1: The Chief Customer Officer Role Is Clarity Chief Customer Officer 2.0 gives you a proven framework that has launched and advanced the customer experience transformation in both business-to-consumer and business-to-business companies around the world. And it will take years ... Read Post

Podcaster Guide to Podcasting white paper

Sales POP! Podcasters Guide to Podcasting

PodCast / Sep 10, 2024 / John Golden

Lessons from the Sales POP! Podcast Introduction: Podcasting is an essential marketing tool for businesses, offering a unique way to build trust, expand audience reach, and form deeper connections with customers. Pipeliner CRM’s SalesPOP! launched its podcast in 2018 and, after producing over 1,600 episodes, we’re sharing our most valuable lessons to help others succeed ... 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
The Raybec Sales Effectiveness Scorecard

The Raybec Sales Effectiveness Scorecard

Sales strategist Robert Beckerman has designed a tool to help you build stronger relationships with prospects and clients. Are Your Sales Methods Effective? Are you ready to ask yourself some really important and possibly difficult questions? The answers to these 10 questions will help sales professionals focus on core issues that may be holding them ... Read Post

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Sales Process Automation
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