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CRM Checklist

Downloadable Checklist: Choosing the Right CRM

Sales Technology / Nov 25, 2016 / Coevera

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

Customizable CRM: Pipeliner Intelligent Fields

Customizable CRM: Coevera Intelligent Fields

Sales Management / Nov 29, 2016 / Coevera

Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity. Exploiting Your Company’s Uniquenesses: Coevera 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. Coevera has been, ... Read Post

Snapshots

Tools for your productivity

Tools / Nov 29, 2016 / Sales POP! Recommends
Your BANT Sales Qualification Tool

Your BANT Sales Qualification Tool

Salespeople know that qualifying opportunities with the BANT Method (budget, authority, need, and timing) is quick and effective. Try our version of  Bant sales qualification too for free. Budget + Authority + Need + Timing The first thing to know when sounding out a prospect company, of course, is if there is a budget available. In ... Read Post

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