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 Post

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 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 Post

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 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 Post

The world of business can be hugely competitive these days and trying to forge a successful career can be a challenge for many. For those who are successful when it comes to their business careers, there are many great rewards that can be expected. However, you first have to take steps to boost your chances ... Read Post

You may have heard that direct mail is dying, but it’s still a powerful marketing tool that can help you reach your target audience in a very personal way. Here are just a few of the reasons why direct mail should be an essential part of your marketing strategy: Offers Tangible and Physical Marketing Approach ... Read Post

Many people who love creating and innovating struggle with the marketing and sales side of things, but entrepreneurs need to understand how making a sale and generating leads work. The best companies for customer service know and understand the needs of their customers. Let’s look at how entrepreneurs can learn to be accommodating and serve ... Read Post