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Introducing the latest Pipeliner CRM release: Arithmetica. With its biggest breakthrough yet, Pipeliner brings its unparalleled visual functionality to sales performance management. The Crucial Need Efficient sales performance management has been a primary purpose of CRM solutions since the beginning. This has been for a very good reason. Sales managers—and even sales reps themselves—critically needed the ...

Yes, business processes are crucial to company operation. A company functions far more efficiently with formalized processes. When a system guides you to the next best action there is much less chance to miss an action or a step, thus loose an opportunity. In fact, when a company has, for example, a defined sales process ...

Much of the time, sales management is conducted through what are called lagging indicators. These are KPIs (Key Performance Indicators) that show what has already happened after all is said and done. Examples of lagging indicators: Sales # of units sold Gross margin # of different products sold Market share Gross revenue # of deals ...

Metrics are essential for management to understand if reps are on track to deliver results and to identify areas for improvement. You cannot make continuous improvements and refinements without them. They need to be actionable and predictable. While there are many standard metrics, many will be unique to your sales environment and go-to-market strategy. It ...

What’s a good lead rate? How much should a lead cost? These are questions stirring in the minds of executives everywhere. (Just google them.) The problem is they’re not so easy to answer; few have found success; and for that matter, are they even the right questions? I have been in this business since 1991 ...

Lead generation is a major factor in any B2B enterprise. Leads become opportunities, which become customers, which (if handled right) become repeat customers and referrers. Inbound and Outbound Leads fall under 2 major categories—inbound and outbound. Inbound leads are those caused by sources outside your company, such as blogs, referring websites, 3rd-party mentions, social media ...

In the Beginning… Salespeople have always had to keep track of their opportunities. Traditionally, most carried around a briefcase or notebook to keep track of everything job related. As a result, opportunities could fall by the wayside, customers could fall by the wayside, appointments could be missed, orders could get lost, and numerous other details ...

There is no shortage of advice one can get when trying to determine the basics when talking with potential new customers and clients. How to converse with prospects: asking the right questions and asking insightful questions will give you a better understanding about who you are connecting to and how you may be of service. ...