Search

With the next major release of Pipeliner CRM—Pipeliner CRM 5.0, being released on the 28th of September—comes a fantastic new feature: Custom Entities (functionality referred to in some other CRM systems as “Custom Objects”). Pipeliner once again takes a giant leap ahead of any other CRM in the industry by creating a very special and ...

Many small businesses across the country are finding it hard to find employees. Not only is finding employees challenging, but keeping them is proving difficult. If you need loyal employees to see your small business thrive, you must take steps to make employees feel appreciated and appropriately compensated. Evaluating types of health insurance plans, retirement ...

As we cruise towards the end of Q3 in our 2023 selling year, many of us are staring at a Dec. 31 number that will end up south of 100%. We’ve had some promising deals this year that, if won, would have insured a great end to the year. But we came up short on ...

In the ever-evolving landscape of business, the quest for growth and scalability remains a perpetual pursuit. The paradigm of achieving this growth, however, is in a state of transformation.  Often driven by technological advancements and innovative strategies. In a recent episode of Expert Inside Interview, Ruben Dua, the co-founder and CEO of Dub. A pioneering ...

For our final article in the series on CRM adoption, let’s take a detailed look at the difference Pipeliner CRM makes. Comparing the CRM Industry to Others First, let’s consider the significant differences between our industry—the CRM industry—and products outside that industry. This will provide a clue to the current paradigm shift of today’s constant ...

Insights from Marissa Freeman, CMO of Union Square Hospitality Group In the realm of business, the art of creating indelible impressions transcends transactions—it’s about shaping perceptions, fostering connections, and embodying values. In a compelling episode, I had the privilege of engaging in a dialogue with Marissa Freeman, Chief Marketing Officer of Union Square Hospitality Group. ...

The next in our series on CRM adoption takes up an important topic: the 8 reasons CRM implementations are never actually completed. 1. Lack of Clear Processes When a CRM adoption is not completed in a company, it’s easy to blame one particular individual or group. But one basic reason is a lack of clear ...

With the recent catastrophic wildfires in Hawaii, every small business should consider their risks and take steps to protect their business, including the lives of their employees. One of the most important precautionary steps covered below is to purchase business insurance that covers the risk of natural disaster destruction. A complete guide to business insurance ...