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It appears that just as we’d settled into our comfortable work-from-home routines, COVID-19 has thrown us another curveball. The latest anxiety-inducing aspect of the pandemic that people are experiencing doesn’t have to do with lockdowns, but with the reopening of offices. If you’ve been struggling with anxiety regarding going back to work, here are some ...

In my opinion, every sales organization and sales leader has had a very distinguished and legitimate request to achieve goals. This request involved elements, however, which have not always been available. Such elements included sales processes, and sales applications such as analytics, data mining, and many others that needed to fit together for a seamless ...

Sales professionals who have the status of a statutory employee or are self-employed (independent from an employer) have the right to deduct business expenses from their overall tax amount. Additionally, the same applies even if you have a steady job (are employed) and work as an independent salesperson on the side. But you have to ...

What defines a great salesperson? The number of products sold and revenue generated? No. I don’t believe so. Products and revenue are the result of the sales effort; the more effective the sales effort, the higher the economic return to the organization and the higher bonus for the salesperson. Here are the practices that define ...

The last point to be taken up in account management is the symbiosis of humans and machines. We’ve asked the question before: is the future dominated by humans, or machines? Or, both together in harmony? There’s no question that they are becoming, and will continue to become, more as one. We’ve just come through a ...

Agility in Business Everyone in the world is currently faced with a unique, completely unprecedented, and entirely unpredictable experience. COVID-19 has forced changes throughout the entire business world, making agility more important than ever. There are a lot of people in sales, leadership, management, and marketing that are going to have to pivot and adjust ...

We’ve been talking about it for months now, haven’t we? The elusive light at the end of the COVID tunnel. Those certainly were some dark selling days in the midst of the pandemic maelstrom. Of course, challenges remain but all in all, pipelines are filling, deals are being won and most importantly, clients in need ...

Through the articles in this series, we’ve now covered all aspects of account management, and its related features within Pipeliner CRM. Let’s now take an overview of the subject and pull all the pieces together, and see how Pipeliner powerfully supports account management. Very few CRM solutions have dealt with account management, most likely because ...