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In this series, we’ve covered why CRM has failed in the past, what is really needed for a CRM today, what we at Pipeliner are doing about it, and just how Pipeliner empowers salespeople. Now, where should CRM be as we move out into the future? And how should CRM relate to the ongoing digital ...

As the saying goes, we all have the same 24 hours to work with each day. How each of us uses their 24 hours and how much is accomplished can be vastly different, however. It’s amazing how much time can be wasted or mismanaged in a work environment, especially by toxic employees. The following are ...

A Failure? Yes, it’s true. Going back roughly 25 years ago to the original development of CRM and coming forward to fairly recently, it could certainly be said that the first iteration of CRM applications has been a failure. They’ve been costly, incredibly difficult and expensive to implement, and additionally expensive to administrate. These factors ...

G2 Crowd, the world’s leading business software review platform, has determined that Pipeliner CRM is the highest rated in satisfaction for CRM products, based strictly on user reviews. The recognition was stated as part of G2 Crowd’s ‘Best of 2015 User’s Choice Lists.’ “We are very pleased to recieve this rating based on customer reviews,” ...

Many people want to start off the new year with a bang – whether it’s a pact to drink more water, get to the gym three times a week or even just to be kinder to themselves. This is the time of year that we’re all starting with a clean slate and we get the ...

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 ...