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Pipeliner Customers: Why Should You Integrate Email in Pipeliner RIGHT NOW

Sales Pop!

Today integrating email within Pipeliner CRM is easier than ever. Most companies have moved their email to either Office 365 or to Google G-suite, and Pipeliner fully supports either of these options. It’s really as easy and user-friendly as opening up a smartphone and connecting to your service provider. Appointment scheduler.

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Pipeliner Concepts—Understanding Company Structure

Sales Pop!

In our last article, we took up the fact that one type of CRM administrator acts as an architect of the CRM for the company. We’re going to now go into detail with the concepts this person needs to deal with in properly setting up CRM. We have a clear structure at Pipeliner. Within Pipeliner, you can also create “super-users.”

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Stop Chasing Pipeline Multipliers: The Science of Building Clean a Sales Pipeline

Sales Gravy

Here's a question that exposes one of the most dangerous myths in modern sales: How do you set the right pipeline creation target to consistently hit quota? The obsession with pipeline multipliers is creating more problems than it's solving, and it's time we had an honest conversation about what actually drives predictable revenue.

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How to Use Data and the Right Tools to Build Your Sales Plan (Ask Jeb)

Sales Gravy

Consider: Conversion Rates from Inbound Leads Speed to Lead (How fast are you following up?) Maybe you need more first appointments. Maybe you need to tighten up your proposals so more of them convert. Choose a CRM that matches your current size and selling process. Data points you to the gaps. The rule of thumb?

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How to Get New Sales Reps Cold Calling and Building Pipe Faster (Ask Jeb)

Sales Gravy

Gaius, who runs an insurance brokerage in Ohio wants to know how to get his new sales agents cold calling and building pipeline earlier in their training cycle, without making them feel overwhelmed and sabotaging their confidence. The question is, how soon can they start generating leads and setting up sales conversations?

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Why Consultative Sellers Will Survive AI (Ask Jeb)

Sales Gravy

Our conversation ranged from the impact of AI to the growing importance of a consultative selling mindset in modern selling. Below, youll discover practical insights you can leverage to sharpen your competitive edgeregardless of what industry or region you sell intoand take advantage of these emerging trends.

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Benefits of Effective Customer Relationship Management (CRM)

Sales Pop!

It’s essential to stay relevant, provide the most up-to-date service, and ensure effective management of customer databases to establish higher customer retention. A CRM system reminds you of appointments and follow-up emails creating a loyal customer base and ensuring the sustenance of your business.