One very vital component for a CRM solution, and one which most often falls short, is forecasting. This is rather interesting because while other CRM functions are undoubtedly important—for example, a CRM would be useless without tracking opportunities—a company can no longer survive without accurate forecasting. Why Forecasting? This will become increasingly true as we ... Read More

Selling a business is not always easy, depending on the marketing approach and the type of business. Taking the correct steps towards selling a business is essential for the best results. This guide will help people learn the phases involved so they can take the right steps toward selling their business. Sellers Must Plan Carefully ... Read More

As you know, Pipeliner CRM is consistently enriching its platform for a constantly expanding user experience. We have just added a feature that users will find amazing: Opportunity Fitness. What is fitness for an opportunity? It answers questions such as Is it ready to come in? Is something holding it up? What needs to occur ... Read More

No one likes to think about getting sued, but it’s a real risk for entrepreneurs. A lawsuit could come from a disgruntled employee, a dissatisfied client, or someone who slips and falls on your property. That could drain your bank account and jeopardize your business. While no one can control every business situation or entirely ... Read More

Many people opt to book flights with credit cards to avoid fees, lost luggage, and cancellations. Here are five reasons why it’s better to pay with a card instead of cash. If you’re not sure how to use your card, keep reading for some helpful tips. You’ll be glad you did after reading this article. ... Read More

Remote working has been one of the most popular trends in the last years, thanks to the covid19 pandemic that forced billions of people around the world to start working from home. Up to this moment, a significant number of people still prefer working from home even after the different authorities around the world lifted ... Read More

A business’s success depends on how effectively it acquires and retains customers. Therefore, you must develop an effective customer acquisition strategy that delivers value to your customers while generating revenue for your company. You must understand what drives customer behavior and makes up a successful acquisition strategy. Your customer acquisition strategy isn’t just about acquiring ... Read More

If you have worked in sales for any length of time, you have probably dealt with the highs and lows of cold calling. From door-to-door sales to cold calls, there have been many ways sales professionals have tried to reach new customers over the years. But in 2022, there is a new method of sales ... Read More

We’ve seen that many customers have not taken advantage of Pipeliner’s powerful email integration features. I’m here to tell you why it’s crucial that you do, and help you dismiss any reasons not to. Driving Without Navigation I compare not using Pipeliner’s email integration to not using the navigation feature in your car. When I ... Read More

Sales kickoff events effectively get your sales team on the same page and enthused about the year ahead. They offer an opportunity for sales leaders to inspire their teams, set goals, establish best practices, and layout plans for achieving these goals. An excellent way to make sure that everyone at your company is on board ... Read More

With two years gone since the beginning of the pandemic crisis, I’ve been pondering what’s changed in selling behaviors. Not techniques, tactics or strategies but behaviors – the DNA of who we are. To truly understand what’s changed, I contacted Markku Kauppinen, who knows more about selling behaviors than anyone I know. Markku is the ... Read More

Sales pipelines are used to aggregate the progress of potential customers all through the sales life cycle. They are usually visually represented in CRM software so sales team members can easily keep track of the deals that are in the pipeline at any time. A sales pipeline is a collection of potential customers for a ... Read More