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CRM Checklist

Downloadable Checklist: Choosing the Right CRM

Sales Technology / Nov 25, 2016 / Pipeliner

A convenient, downloadable way to help you keep track of pain points and features that will make your decision easier. Accompanies our ebook, The Everything Guide to Choosing the Right CRM How Do You Choose the Right CRM Solution for Your Team? Our downloadable checklist is a great adjunct to our ebook, The Everything Guide ... Read Post

Chief Customer Officer

Chief Customer Officer 2.0: How to Build Your Customer-Driven Growth Engine

Sales Management / Nov 25, 2016 / Jeanne Bliss

Author Jeanne Bliss writes the customer experience roadmap to transform your business and culture. Chapter 1: The Chief Customer Officer Role Is Clarity Chief Customer Officer 2.0 gives you a proven framework that has launched and advanced the customer experience transformation in both business-to-consumer and business-to-business companies around the world. And it will take years ... Read Post

Theory-Made-Real-Pipeliner-CRM-Puts-Principles-into-Practice

Theory Made Real – Coevera Principles into Practice

Coevera / Nov 28, 2016 / Nikolaus Kimla

Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. At Coevera, we operate on principles instead of values. The difference between these two terms is significant. Values depend on culture, time, era, language, business sector, geographical location, and other factors. They are highly contextualized. Principles, on the other ... Read Post

Snapshots
Tools for your productivity
Tools / Mar 21, 2019 / Sales POP! Recommends
Deal Assessment Scorecard

Deal Assessment Scorecard

It is always better to have less but more highly qualified opportunities in your pipeline than it is to have a lot of poorly qualified ones. Resources and focus are better served where you have a realistic chance of success. This tool will help you evaluate opportunities and see if they are worth pursuing. Read Post

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Sales Process Automation
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