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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 ...

Remote working has been one of the most popular trends in the last years, thanks to the covid19 pandemic that forced billions of people around the world to start working from home. Up to this moment, a significant number of people still prefer working from home even after the different authorities around the world lifted ...

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 ...

With two years gone since the beginning of the pandemic crisis, I’ve been pondering what’s changed in selling behaviors. Not techniques, tactics or strategies but behaviors – the DNA of who we are. To truly understand what’s changed, I contacted Markku Kauppinen, who knows more about selling behaviors than anyone I know. Markku is the ...

Sales pipelines are used to aggregate the progress of potential customers all through the sales life cycle. They are usually visually represented in CRM software so sales team members can easily keep track of the deals that are in the pipeline at any time. A sales pipeline is a collection of potential customers for a ...

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 ...