Our downloadable checklist is a great adjunct to our ebook, The Everything Guide to Choosing the Right CRM Solution. With this checklist in hand, you will know what matters most to you and your sales team, so you can make the most informed decision about the kind of system that will work best for your organization.

The checklist is useful in many ways:

• Know your pain points, so the solution you choose addresses them.
• Understand what features are most important.
• Distribute this checklist and find out what your team wants in a CRM.

Download this handy checklist for your team and management and find your decision easier and clearer as you make this important decision.

Our Everything Guide to Choosing the Right CRM Solution is designed to help you make a successful changeover to modern CRM. We’ll walk you through all the moving parts, the pitfalls, the pain points, and the methods to help you find the right solution for your organization.

Here’s what you’ll learn:

• What to look for in a CRM Solution that will work for your team
• The measurable benefits of implementing the right CRM system
• How to cope with the challenges that come with change
• How to avoid very costly mistakes while choosing a CRM
• A resource page of CRM review sites — see what other sales pros have to say about the options you are considering

Visit our award-winning sales blog and find more Sales resources!

 Get your free trial of Pipeliner CRM now.

Experimenting with different ideas and learning from trial and error is a solid way to improve. Not only can you hone your skills, but you can also identify and scrap the stuff that doesn’t work.

But the reality is that to get really good, you need to practice — a lot — and that takes time. In fact, some experts argue that to master a skill, you need to accumulate 10,000 hours of practice. Now most of us haven’t got the time to wait that long! So here’s some good news that can shortcut this learning process significantly. It’s simply to learn from the thought leaders in the industry by studying the right books and following three main points:

1. Accelerate your learning and get an edge
2. Stay up to date
3. Develop the right personal skill set

The challenging global economy, changes in consumer buying habits, and the shift toward customer-centric selling have made sales a challenging and exhilarating profession. Download our free ebookand learn more.

In the past, a lot of selling was done via cold-calling. The problem with this tactic is that it has turned sales into a numbers game. But as you’ve probably experienced, this approach misses the point of what a skilled salesperson can achieve.

One of the first decisions in a startup should deal with how your salespeople are to be regarded and empowered. This will determine a critical path for the future of your company – and its level of success.

As startups get off the ground, they have numerous choices to make regarding automation. Due to a fledgling company’s financial status, these choices are often mitigated by cost. When it comes to the choice of CRM systems, however, there are four other important factors to take into account in addition to its price.

There is a lot of theory on operating a startup (just check the curriculum of your local college or business school). But in the real world, due to the demands of getting a business up and operational, much of the time any theory goes right out the window while entrepreneurs struggle to keep clients happy, keep the bills being paid and seeking out new business. Here is one real-world story.

With a startup, an entrepreneur or several entrepreneurs are quite literally diving into the unknown. As anyone who has done it will tell you, there is a great deal of “learn as you go” involved, along with unpredicted obstacles, unforeseen expenses, and many other factors. The evolution of a sales process early on, along with the correct choice of CRM solution, are two ways you can guard against unforeseen circumstances. Here is another real-world story of how one startup proceeded.

Startups come about due to entrepreneurs and their innovative actions. In addition to spotting and seizing an opportunity that others have evidently missed or not taken full advantage of, an entrepreneur will find all kinds of nifty ways of getting a startup off the ground while cutting costs and keeping everything within budget.

In today’s automated world, one of the important startup costs is that of software. But despite the hell-bent effort to get the business up and running, time should be taken to evaluate software ROI (return on investment) as accurately as possible.

Download and read Startups, Sales, & CRM Solutions now.

Discover the advantages of making your sales and marketing work together.

A huge part of the buying decision is made before your customer reaches out to your brand or meets your sales team. What does that mean for your sales department? Learn more about recent changes in the customer’s buying journey and explore the benefits of aligning your sales and marketing departments. Configure your sales process to match this new buying landscape.

In this ebook, you learn:

• The powerful benefits of aligning your sales and marketing efforts
• How and why  the buyer’s journey is changing
• How to take control of the front end of your sales pipeline

Download this free ebook and learn how buying decisions are made – and how you can be there at the right time.

Pipeline management means the difference between accurate, successful sales and hit-or-miss sales that mysteriously make it to the close or don’t. Pipeline management therefore even affects the success or failure of a company, and the attainment of company goals.

This ebook shows you the relationship between pipeline management and sales success, as well as the vital role played by the choice of CRM solution.

Chapter 1: Pipeline Management: The Backbone of Your Enterprise

Much has been written (and spoken of) regarding the need for an accurate sales process – also known as sales pipeline management. Companies generally fall into a rough range of possibilities with regard to pipeline management.

Chapter 2: Pipeline Management: Critical to Attaining Company Goals

What may not be clear until you take a closer look is the fact that accurate and effective pipeline management is essential to the attainment of long-term company goals. For that reason, pipeline management might also be called “opportunity management.”

Chapter 3: Pipeline Management: A Self-Sustaining Success

Laying out the separate steps of the sales process and making sure they are followed is the only way of bringing control to sales, both for the salespeople and sales management. If played right, pipeline management is also a self-sustaining success.

Chapter 4: Pipeline Management: The Vital Importance of Automation

When allocating a budget in an enterprise, automation often takes somewhat of a back seat to other matters. While the causes for this are many and varied, we will not attempt to examine them here, but simply demonstrate the vital importance of IT support for one crucial activity: sales pipeline management.

Chapter 5: CRM and Booming Your Company

Automated tools for CRM have been around in one form or another since the advent of computers. CRM today goes well beyond simple contact management, however, and if intelligently utilized can help steer an enterprise into whole new levels of profitability.

Chapter 6: Where CRM Can Go Wrong

CRM can and often does become almost more of a hindrance than a workable solution. Why does this occur, and what can be done about it?

Download Pipeline Management: Success with CRM now.

In our previous 2 ebooks, Theory Made Real and Reducing Risk, we demonstrated how Pipeliner CRM is the sum total, in the real world, of sound philosophical business principles. Theory Made Real explored the 6 basic principles that form the foundation for Pipeliner, with examples of how they are expressed in the product. Reducing Risk laid out the Pipeliner Selling System, which follows the basic pattern of a sales process against the backdrop of the buyer’s journey, and how this, too, embodies the basic principles.

In this our third ebook in the series, we explore all the specific Pipeliner CRM features—many of which are totally unique in the CRM market—and how each of these reflects the philosophy which inspired it.

Our goal with this book is to bring the reader an understanding of the power that Pipeliner can bring to a sales organization and business, and also to provide a continuing overview of the applicable principles on which any business is based.

The first stage of the Pipeliner Selling System, Focus, deals with:

• Focusing reps on deals that matter
• Honing in on specific aspects of the deals themselves
• Focusing the buyer in on your solution

Under the heading of Focus are the Pipeliner CRM features contained in this chapter:

• Dynamic Contact Management
• Effective, Efficient Leads Management
• Pipeline View: Visual Key to Your Processes
• Your Instant, Visual Sales Timeline
• Archive: Understanding the Past is Key to Your Future
• Pipeliner CRM Profiles: It’s Your View
• Template Designer: It Really Is Your CRM
• Pipeliner CRM’s Built-In Help

The second stage of the Pipeliner Selling System, Engage, means reaching out and touching this prospect, getting involved with their particular company and issues, and accomplishing the actions necessary to move them to the next stage toward a sale.

Under the heading of Engage are the Pipeliner CRM features contained in this chapter:

• Sales Activities—Your Path to Sales Success
• Social Selling Made Easy
• Tracking Sales Efficiency: Pipeliner Hit Rate Manager
• Online or Offline: Full CRM Functionality
• Notes Management and Integration
• Apps Integrations
• Pipeliner App Integrations
• Auto-Profiling: Saving Hours of Admin Work
• History Log: Tracking Changed Data in CRM
• Sales Reports: See More to Sell More

At the third stage of the Pipeliner Selling System, Convince, you are convincing the buyer—and all decision-makers and influencers at the company acting as evaluators—that purchasing your product or service is absolutely the right thing to do. It is at this stage that the sale is made.

Under the heading of Convince are the Pipeliner CRM features contained in this chapter:

• The Pipeliner Task Board: A New Way to Work
• Dynamic Target: Constant Focus
• Smart Org Chart & Buying Center
• Filters: Zeroing In on Deals That Count
• Getting a Handle on Sales Velocity
• Sales Dashboards—Insights On Demand
• Customized Auto-Calculations
• Sales Document Management
• Microsoft Office Plug-In

At the fourth stage of the Pipeliner Selling System, Close, your buyer has become a customer. Ultimately your aim is to move that customer into the next and final stage of the Pipeliner Selling System, Cooperate. At that point your customer has become an advocate—and is much more of a partner than a customer.

There are 2 final features that are particularly applicable to the Close and Cooperate stages of the Pipeliner Selling System:

1. Multiple Pipelines
2. Bulk Update Feature