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

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