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With the features we have recently added to Pipeliner CRM, we have made possible collaboration through instant dynamic visualization. Prime among these is our new forecasting feature, which I believe is the most accurate forecasting system in the CRM market—accurate forecasting means a significant reduction in risk. Before you forecast, however, you must gain positive ...

Navigating your business ship in the waters of these crazy times is risky. To begin with, navigation cannot be done until you know for certain where you want to go and has to be performed beginning right where you are. Much as it was in the 15th century, a good part of this navigation is ...

In a previous article announcing Pipeliner’s new Forecasting feature, I stated that forecasting should be collaborative, and that collaborative forecasting can only happen through instant dynamic visualization. Instant dynamic visualization is, of course, what is provided by Pipeliner CRM all throughout the system. I feel that it is important to explain that single statement in ...

One very vital component for a CRM solution, and one which most often falls short, is forecasting. This is rather interesting because while other CRM functions are undoubtedly important—for example, a CRM would be useless without tracking opportunities—a company can no longer survive without accurate forecasting. Why Forecasting? This will become increasingly true as we ...

As you know, Pipeliner CRM is consistently enriching its platform for a constantly expanding user experience. We have just added a feature that users will find amazing: Opportunity Fitness. What is fitness for an opportunity? It answers questions such as Is it ready to come in? Is something holding it up? What needs to occur ...

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 ...

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 ...

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 ...