Automated tools for CRM—customer relationship management—have been around in one form or another since the advent of computers. It is a digital extension of the rolodex and other hand-kept methods that were used in times past to keep track of prospects and customers. CRM today goes well beyond simple contact management, however, and if intelligently ... Read Post

It”s been stated in every article in this series, but it cannot be repeated often enough: a flexible, intuitive CRM (customer relationship management) system is vital to sales activities in any company. But it is well worth taking a closer look at the person most affected by a CRM—the sales rep—and how you can get ... Read Post

CRM (customer relationship management) has a direct relationship to sales management. But unless a customer relationship management system is flexible, intuitive and implemented in the right way, sales management will not be able to benefit from it. Sales Management is A Tough Job Sales management is already a difficult assignment. They’re not trying to manage ... Read Post

A CRM (customer relationship management) application provides enormous benefit for a company. It is quite literally the interface between an enterprise and its public—and its effectiveness can spell the difference between a business’ success and failure. But underlying the success of the CRM is another vital basic element: the sales process. Without an established sales ... Read Post

As discussed in many sales forums, articles and blogs these days (including our recent articles), pipeline management—also known as the sales process—is vital to sales and company expansion. Laying out the separate steps of the sales process and making sure they are followed is the only way of bringing control to sales, both for the ... Read Post

Great news for everyone, Auto-update, Background Synchronization and other cool features have arrived! We know how important it is for you to have all of your data and system up-to-date and in sync. We are thrilled to release New Pipeliner 5.2 that includes Background Synchronization! Read Post

In many articles, books, seminars and webcasts over the last few years, the “sales process”—also known as pipeline management—has been repeatedly emphasized. Pipeline management, using flexible pipeline management software, means isolating each of the necessary steps in a sales cycle, and establishing them and making sure they are followed. What may not be clear until ... Read Post

Today, savvy salespeople are learning that a great sales pitch and some information on the target customer’s company and their needs, will no longer simply cut it. Today’s account management wins come from digging in deep, and fully understanding the company, their needs and resulting requirements, and more specifically the target customer and buyer personas. ... Read Post