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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.

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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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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.

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20 Key Reasons Why Salesforce is the Best CRM for Field Sales

Veloxy

Salesforce is the leading CRM platform in the market, and it has proven to be the best choice for companies that deploy field sales teams. In fact, according to Salesforce’s most recent State of Sales report, 87% of field sales reps believe their organization takes full advantage of their CRM ( more than inside reps ).

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Using Nimble CRM Deals for Project Management

Adaptive Business Services

As a Nimble CRM Solution Partner, I work with companies on implementing, and customizing, Nimble for their business. Nimble has two possible features that might be used in their project management capacity and each presents unique challenges … Workflows Deals Workflows are actually a part of a contact record (person or company.

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