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 ...
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 ...
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 ...
Every company generally has endless documents associated with CRM—for opportunities, for particular sales process stages, and other uses. There are many different types of documents as well. These are stored by whoever creates them, however that person feels they should be stored. Others in the company may need them and not be able to find ...
Because of the sheer number of features we are regularly releasing (more than any other vendor in our space), we haven’t had the chance to spotlight two very powerful new features that came out with the last Pipeliner CRM release. Now we will—for you should really know about them. Customizing Details For every one of ...
Importance of Getting It Right Today, there are several reasons that it’s vital that onboarding for a CRM product, especially one such as Pipeliner CRM, be done right. First, in the last few years, technology has taken giant steps forward. An incredible example is GitHub, the open-source repository, which tripled in scope in the last ...
In this article series, we’ve been talking about bringing honorable purpose back to being a salesperson. When aiming for their true goals, we’ve seen that salespeople create wealth and bring peace. It is certainly these goals we’re aiming for at Pipeliner. And anyone sane would certainly agree with these goals—for who wants war? Who wants ...
In this series, we’ve been discussing the finding of meaning within sales. Why is this so important? The world is in a serious uproar. We know we can never go back to the way things were. From now on it’s an entire different world, with changes on a par to when the Berlin wall was ...
In my last article in this series, we took up the example of a firefighter and the fact that a firefighter is almost always a positive example of their profession. In the same way, a firefighter has a positive reputation in society. A salesperson, on the other hand, usually does not. This negative image came ...
Once in a great while, you observe people in a particular profession who truly represent that profession with honesty and integrity. One standout example is a profession whose people act as one would expect, from how they dress to how they execute their jobs. If they don’t behave this way, it can become life-threatening. That ...
In the earlier days of software, onboarding went like this: the correct number of licenses were purchased, there was an onboarding process, then setup, and then you were done—end of story. In the last couple of years, this has completely changed. Since we have created the API Interfaces and Webhooks there is no longer a ...
Our first blog in this series on artificial intelligence and sales discussed the reality versus fiction of AI and its real role in business. Now let’s have a look at a factor that must be in place for AI to exist at all: big data. Big data could be defined as “extremely large data sets ...
