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Importance of Getting It Right Today, there are several reasons that it’s vital that onboarding for a CRM product, especially one such as Pipeliner CRM, be done right. First, in the last few years, technology has taken giant steps forward. An incredible example is GitHub, the open-source repository, which tripled in scope in the last ...

In this article series, we’ve been talking about bringing honorable purpose back to being a salesperson. When aiming for their true goals, we’ve seen that salespeople create wealth and bring peace. It is certainly these goals we’re aiming for at Pipeliner. And anyone sane would certainly agree with these goals—for who wants war? Who wants ...

In this series, we’ve been discussing the finding of meaning within sales. Why is this so important? The world is in a serious uproar. We know we can never go back to the way things were. From now on it’s an entire different world, with changes on a par to when the Berlin wall was ...

In my last article in this series, we took up the example of a firefighter and the fact that a firefighter is almost always a positive example of their profession. In the same way, a firefighter has a positive reputation in society. A salesperson, on the other hand, usually does not. This negative image came ...

Once in a great while, you observe people in a particular profession who truly represent that profession with honesty and integrity. One standout example is a profession whose people act as one would expect, from how they dress to how they execute their jobs. If they don’t behave this way, it can become life-threatening. That ...

In the earlier days of software, onboarding went like this: the correct number of licenses were purchased, there was an onboarding process, then setup, and then you were done—end of story. In the last couple of years, this has completely changed. Since we have created the API Interfaces and Webhooks there is no longer a ...

There is truth in the statement that the better an opportunity is qualified, the higher the chances of bringing it in as a closed sale. For those opportunities that aren’t actually qualified, better qualification routinely performed as part of pipeline management means plentiful time saved for salespeople; they won’t be chasing down deals that will ...

Our first blog in this series on artificial intelligence and sales discussed the reality versus fiction of AI and its real role in business. Now let’s have a look at a factor that must be in place for AI to exist at all: big data. Big data could be defined as “extremely large data sets ...