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Kepler is Here—an Unparalleled Move for Pipeliner CRM
Pipeliner CRM / Sep 2, 2021 / Nikolaus Kimla

Kepler is Here—an Unparalleled Move for Pipeliner CRM

In our tradition of naming versions of our software after landmark works of science throughout the ages, our latest is named for Johannes Kepler. Kepler was a 17th-century mathematician, astronomer, astrologer and natural philosopher, and a leading light in the 17th-century scientific revolution. Kepler mathematically proved the earlier heliocentric theory of Copernicus—that the sun, not ... Read More

The Car Insurance Agent’s Guide to Success

The Car Insurance Agent’s Guide to Success

Marketing / Apr 21, 2022 / Sales POP Guest Post

Car insurance agents get a bad rap in pop culture. Far too often, customers think you are trying to screw them over, convince them of buying something they aren’t interested in, or that you are forcing yourself and your business down their necks. Selling car insurance tips are an important way for new agents to ... Read More

New! Powerful Pipeliner CRM Document Management

New! Powerful Pipeliner CRM Document Management

Pipeliner CRM / Apr 16, 2022 / Nikolaus Kimla

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 ... Read More

Pipeliner’s Powerful Details and Forms

Pipeliner’s Powerful Details and Forms

Pipeliner CRM / Apr 10, 2022 / Nikolaus Kimla

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 ... Read More

How To Start Your Own Tax Practice

How To Start Your Own Tax Practice

Marketing / Apr 7, 2022 / Sales POP Guest Post

Taxes confuse those who aren’t familiar with all the terms and forms – which is why a tax practice can be so profitable. In addition, people are usually willing to pay hundreds of dollars for the help of an accountant, so you won’t find yourself short on business if you put in the work to ... Read More

7 Tips for New Work-from-Home Entrepreneurs 

7 Tips for New Work-from-Home Entrepreneurs 

Entrepreneurs / Apr 6, 2022 / Laura Adams

Working from home can be a great way to get your new venture off the ground. It saves money and gives you the freedom to work on your new business when and where you want. To set yourself up for success, use these seven tips to help you maximize your work-from-home experience as a new entrepreneur. ... Read More

Business Strategies to Improve Productivity

Business Strategies to Improve Productivity

Marketing / Apr 5, 2022 / Sales POP Guest Post

ERP (enterprise resource planning) is a trend that is taking over the business world. ERP improves business productivity and helps businesses get ahead in this era of steep competition. ERP software can improve the productivity of a company as well as individual employees. Keep reading for key ways in which ERP software can help your ... Read More

Do You Demonstrate the Value You Provide?

Do You Demonstrate the Value You Provide?

Motivating Sales Teams / Apr 4, 2022 / Elinor Stutz

Multiple ways exist to demonstrate the value you provide prospective clientele. The demonstration arrives in ways of which many sales representatives are unaware. Below you will find the varying topics to consider that have significant influence in demonstrating the value you do or do not bring to prospective clients. The lack of one factor listed ... Read More

CRM Onboarding Done Right

CRM Onboarding Done Right

Pipeliner CRM / Apr 2, 2022 / Nikolaus Kimla

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 ... Read More

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