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In this last article in our series on choosing a CRM solution, let’s take up evaluating the CRM vendor—the risk you’re taking, and the vendor vision. A client company, especially a larger company, usually wants to sign up on a contract in subscribing to a CRM. They want to make sure that the vendor is ...

Pipeliner has been positioned by Gartner, Inc. in the 2019 Magic Quadrant for Sales Force Automation* for the first time and to say we are a little bit excited would be an understatement!

Customers Are Pleased With Pipeliner CRM! CRM Software (also known as Customer Relationship Management Software) is a specific type of software that features innovative applications that help businesses, both small and large, build strong and lasting relationships with their customers. An excellent CRM software solution also increases conversations and tends to improve revenue rates mainly ...

Even the Gen Z employees are apprehensive. What started as going paperless has moved to digitizing everything!

In choosing a CRM, how important is service, and how does service tie into cost? CRM Support When deciding on a CRM application—or actually for just about any software application—many companies consider “service” to be synonymous with “support.” This isn’t actually true, as service is the broader category that embraces support. Support is, however, very ...

Too often we see negotiations as adversarial or even a battle of wills. This perspective is misguided. Consider research from Harvard that concluded, “The myth of the effective hard bargainer should be destroyed.” The researchers learned that negotiators who took on the role of a problem solver were among the most effective. Developing these problem-solving ...

It’s the end of the year. The holidays loom, the weather cools and we’re inundated with articles about how to close the year strong. The five, ten or twenty best strategies are outlined in checklists to ensure end-of-year success. Contact every client is an action often suggested as is going back to prospects who had ...

More customers are taking the buying process into their own hands. With access to limitless data and inexpensive options, customers can quickly act without help from a sales professional. This reality has intensified the challenge of selling. Without the ability to interact with customers, sales professionals lack the information and insight needed to position a ...