As we continue our series on Pipeliner concepts, we’ll now take up another straightforward approach for Pipeliner administration: fields and forms.  As with much of our other functionality, we’ve made fields and forms far easier than other CRMs. No programming is required, and this function, along with other administration, can be learned in a few ... Read Post

In this post-COVID time, the sales hunger to win big deals is intense. But the irony is that in selling to large accounts, sales cycles are typically long and drawn out. Alas, no easy solution to recovering from eighteen months of pandemic paralysis. And as the calendar pages turn in major account pursuits, doubt, uncertainty, ... Read Post

 To my surprise, the sales profession can teach us life lessons, as unusual as this may sound. Not until years later did I realize it was fortuitous to be in the environment. The teachings begin in the sales office and then expand out to our clientele, networks, and private matters. The one ‘make it or ... Read Post

There are lots of marketing tools that companies use to offer products to their customers. The sales portal remains one of the most popular. Let’s take a closer look at the technology and evaluate which business areas it is more effective. Definition and features A sales portal is an interface that contains useful information and ... Read Post

If salespeople want to maximize their profits and make the most out of their time, they need to learn how to personalize their prospects while conserving time. While this might seem contradictory, it can be done with good prospecting software and a detailed prospecting plan.  The Importance of Continually Prospecting Continually prospecting allows you to ... Read Post

Next in our series on Pipeliner concepts, let’s explore Common Lists. The Pipeliner CRM Common Lists are another first for Pipeliner CRM, and no other vendor has anything like them. They are directly correlated to putting the “R” back in CRM. The Common Lists include elements relating to account hierarchy, sales roles, contact relations and ... Read Post

Just as occurred some years ago with global warming, there are still people both scared and dismissive of B2B social selling. The reasons why executives are scared of social selling are well documented. That being said, there are some hugely successful global business leaders using social selling tactics incredibly well, some of which even admit they could ... Read Post

Conducting exit interviews has long been part of the ‘best practices handbook’ for HR professionals.   While there is without a doubt tremendous benefit in conducting exit interviews, sitting an employee down on their last day and asking them why they decided to leave is a classic case of “Too little, too late”. In a typical ... Read Post