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Pipeliner CRM Integration

Sales Pop!

Since we often get questions about how Pipeliner integrates with other applications in a company, we will answer the most frequently asked questions about CRM and integration in this series of articles. The chef has baked an amazing cake that will be the dessert of the customer’s life, but the server does not bring it over.

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Maybe We Are Looking At Sales Productivity Incorrectly….

Partners in Excellence

It seems like everything I read about sales productivity is focused on doing more. I see all sorts of insights, sage advice, and technology that helps improve our productivity and efficiency. We have tools that improve our productivity in generating emails, making calls, outreach to prospects. But what do we do with that time?

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Fake Multi-Product vs. Real Multi-Product

SaaStr

So one thing that’s changed radically in SaaS over the past few years if everyone has realized to truly scale, you need to be multi-product. But net net, the average public SaaS compay has 35,000 customers. 45% of HubSpot customers now buy 3 or more products. And that customers can buy stand-alone from it.

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Real-time vs. batch-based CRM data processing: Key considerations

Martech

When it comes to CRM systems, companies can choose to process customer data in real time or batches. As a marketer, it’s important to understand the differences between real-time and batch CRM data and how each can be used effectively. Real-time vs. batch-based CRM data processing: How do they differ?

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How to Overcome the Pain Points of Your CRM

It’s no secret, only 13% of salespeople are satisfied with their CRM. The promise of a CRM ( customer relationship management ) led organizations to believe each could digitally transform its businesses through tracking touchpoints throughout the buyer’s journey. The result?

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Boost Your Team’s Efficiency: Top Sales Productivity Metrics to Track in 2024

Veloxy

Measuring the right sales productivity metrics is crucial for any sales team looking to boost its performance. CRM tools are essential for measuring a variety of sales productivity metrics, fostering alignment between sales and marketing teams, overcoming tracking challenges, and setting targeted goals to motivate the salesforce.

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Introducing Custom Entities (Objects) for Pipeliner CRM

Sales Pop!

With the next major release of Pipeliner CRM— Pipeliner 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.

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