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Introducing Custom Entities (Objects) for Pipeliner CRM

Sales Pop!

With the next major release of Pipeliner CRMPipeliner CRM 5.0, being released on the 28th of September —comes a fantastic new feature: Custom Entities (functionality referred to in some other CRM systems as “Custom Objects”). Entities ” is the term used in Pipeliner to refer to different CRM functions.

CRM 52
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NEW! Nimble CRM Customization Package

Adaptive Business Services

I have identified 20 distinct areas where we can customize your Nimble CRM account to meet your specific needs and we can do that in one to three meetings (3 hours total). A large percentage of my clients are existing Nimble users. With both, you can bring contacts from these sources either on demand or on an automatic schedule.

CRM 71
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CRM Security—At Pipeliner, We’ve Got This

Sales Pop!

This is why we’re starting a new series of articles detailing why, when it comes to CRM, you need not have such worries with Pipeliner. For Pipeliner, we have chosen a very safe environment with Amazon Web Services (AWS). This activity is not even legal, as people would have to opt-in for us to contact them. Stay tuned!

CRM 98
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How Technology Helps you Manage the Sales Pipeline

Veloxy

Perhaps the answer could be in your sales pipeline. Research shows that top performing companies and sales teams do extremely well when it comes to managing their pipeline. However, over 60% of sales teams say their companies are doing a bad job of managing the sales pipeline. What is a Sales Pipeline? But first….

Pipeline 195
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Nimble CRM Tips & Updates – November 2023

Adaptive Business Services

We do have some interesting Nimble CRM news to report. I believe that the way responses are currently handled may be changing to allow for automatic contact creation with tagging. I wanted to start a discussion on workflows vs pipelines. They differ in the following manners … Contact records are placed in workflows.

CRM 71
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Account Management Through Pipeliner CRM—A Summary

SalesPop

Through the articles in this series, we’ve now covered all aspects of account management, and its related features within Pipeliner CRM. Let’s now take an overview of the subject and pull all the pieces together, and see how Pipeliner powerfully supports account management. Product Catalog and Product Line Items. Account View.

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30 Outside Sales Tips That’ll Grow Your Pipeline

Veloxy

Feeling overwhelmed by the infinite options for growing your pipeline? Instead, it lists the tactics our clients use at Veloxy. These are tactics that have helped outside sales professionals grow their pipeline by 300% in one month. This especially applies to CRM and managing customer data, and quota attainment.