article thumbnail

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. Back End Administration.

article thumbnail

Account management software: What is it, and what are the best tools?

PandaDoc

If your company wants to increase sales and nurture existing customers, account management software could be the perfect tool to propel you to success. This guide will discuss what account management software can offer you, the main benefits and features to look for, and our assessment of the best solutions on the market.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Seamless Account Management

SalesPop

Such elements included sales processes, and sales applications such as analytics, data mining, and many others that needed to fit together for a seamless data flow. We will continually be improving Pipeliner CRM in ongoing iterations. The post Seamless Account Management appeared first on SalesPOP!

article thumbnail

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. At Pipeliner, for example, we run 58 different SaaS applications. Seamless integration of data from A to Z across the enterprise.

CRM 93
article thumbnail

Account Management, Quotas and Forecasting

SalesPop

Another important foundational aspect of account management—and sales itself—is the handling of quotas and forecasting. From my observation, only a few companies manage the problems for quotas and forecasting well. Unweighted Target — the total value of all open opportunities in the pipeline. Pipeliner Quota Tool.

article thumbnail

Account Management and Application Integration

SalesPop

The next aspect of account management we need to consider–one that is vitally important–is application integration. Integration Tied Into Account Management. Let’s take a look at how application integration affects account management. Otherwise, account management isn’t really possible.

article thumbnail

Account Management Must Include Adding Value

SalesPop

It has prioritized lead and opportunity management over account management. This emphasis was echoed in nearly all CRM systems, and we at Pipeliner CRM fell into the same trap for a long time. A vital key to strategic account management is creating value for the customer. Need from CRM. Other Features.