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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

Is Cloud Computing Right for your Small Business

Is Cloud Computing Right for Your Small Business?

Entrepreneurs / Nov 25, 2016 / Pipeliner

A question in the minds of many businesses these days is: Should we move our business computing operations to the cloud, or should we “stay on the ground?” What are the benefits? What are the risks? Is it safe? Is it cost-effective? Research has found that the decision for any business to move IT operations ... Read Post

Pipeliner CRM Onboarding

White Paper: CRM Onboarding

Pipeliner CRM / Nov 25, 2016 / Pipeliner

There are many issues to take into account when choosing a CRM solution. But chief among these considerations should be onboarding—that is, how easy is it to implement, train your users on, and administrate your new CRM solution? There are several reasons to pay attention to onboarding: The longer it takes to integrate and bring ... Read Post

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Snapshots Slideshows
What is a Sales Pipeline?

What is a Sales Pipeline?

A Sales pipeline represents your sales process, which consists of all the steps necessary to sell a product or service to your customer. Each sales step represents a single action or group of actions that need to be taken in order to complete that specific phase of the sales process, and move the opportunity to ... Start a slideshow

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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Sales Process Automation
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