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Customizable CRM: Pipeliner Intelligent Fields

Customizable CRM: Pipeliner Intelligent Fields

Sales Management / Nov 29, 2016 / Pipeliner

Exploiting Your Company’s Uniquenesses: Pipeliner CRM Intelligent Fields Part of a customizable CRM, an Intelligent Field is a field which displays data in a read-only fashion, data which has been automatically calculated using other data obtained elsewhere. Pipeliner CRM has been, from the beginning, designed from the standpoint that no 2 companies are alike. Pipeliner ... Read Post

10 Guiding Principles for Entrepreneurs

10 Guiding Principles for Entrepreneurs

Entrepreneurs / Nov 25, 2016 / Nikolaus Kimla

Any activity is governed by principles or natural laws. Some are obvious—skydiving, obviously, is governed by gravity. Flying is also subject to gravity, as well as wind and air patterns. Some are not so obvious. A fantastic example is economics, which for hundreds of years has been subject to “principles” in various schools of thought ... Read Post

Choosing and Implementing CRM

Choosing and Implementing CRM

Pipeliner CRM / Nov 25, 2016 / Nikolaus Kimla

A CRM solution is the backbone of a company’s sales efforts. For that reason choosing a CRM solution should be done with the greatest of care and attention—this isn’t a task that you should take lightly or skimp on. The next step is CRM implementation—which also must be undertaken with care. In fact, it will ... Read Post

Snapshots
Tools for your productivity
Tools / Feb 20, 2017 / Sales POP! Recommends
Sales Opportunity Evaluation Scorecard

Sales Opportunity Evaluation Scorecard

Identify and evaluate any sales opportunity to prioritize your sales pipeline and keep it accurate and actionable. Learn How to Identify a Good Sales Opportunity Nancy is a sales rep for a company that sells office furnishings. They include chairs, desks, couches, conference tables and any other such items needed. Nancy’s company generally qualifies opportunities with this ... Read Post

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