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 ... Read Post

Sales kickoff events effectively get your sales team on the same page and enthused about the year ahead. They offer an opportunity for sales leaders to inspire their teams, set goals, establish best practices, and layout plans for achieving these goals. An excellent way to make sure that everyone at your company is on board ... Read Post

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 ... Read Post

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 ... Read Post

Car insurance agents get a bad rap in pop culture. Far too often, customers think you are trying to screw them over, convince them of buying something they aren’t interested in, or that you are forcing yourself and your business down their necks. Selling car insurance tips are an important way for new agents to ... Read Post

Did you know that 82% of customers agree for a meeting with sales representatives who actively connect with them? Yes, perseverance ends up paying off! Sales representatives in your organization can significantly raise their conversation rates by becoming more consistent and meticulous in following it up with potential buyers. It’s true that attempting to acquire ... Read Post

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