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Overall Pipeliner Data Security Management

Sales Pop!

Here are answers to specific questions many have about data security in Pipeliner CRM. In Pipeliner, data access can be limited based on numerous factors such as types of users, groups, permissions or data elements. There are no fields or features in our standard data model that are not configurable by the client.

Pipeline 243
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Pipeliner Concepts—Common Lists

Sales Pop!

Next in our series on Pipeliner concepts, let’s explore Common Lists. The Pipeliner CRM Common Lists are another first for Pipeliner CRM, and no other vendor has anything like them. The Common Lists include elements relating to account hierarchy, sales roles, contact relations and account relations. Contacts Relations.

Pipeline 240
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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. Keeping Data Safe.

CRM 246
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Explore the Future of Client Relationship Management with Deloitte

Salesforce

Regardless of the field, professionals responsible for business development are continually looking to create more personalized client experiences to enhance relationships that contribute to the bottom line. And yet, those very insights are what drive effective sales and client service.

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The small B2B marketing team’s guide to ABM

Martech

Targeted campaigns : Focusing on specific accounts ensures marketing efforts resonate with each client’s unique needs. By targeting a small group of similar accounts, teams can create tailored messages that resonate with multiple clients without the heavy resource demands of a 1:1 strategy.

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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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Why Prospects Are Like Fruit: Targeting Your Ideal Client

Anthony Cole Training

Years ago, while attending the Objective Management Group International Sales Conference, Dave Kurlan, president of OMG, talked about how to effectively manage opportunities through the pipeline. He made the analogy that prospects are like fruit and vegetables in the produce section of your local grocery – they are all perishable.