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Understanding Why Sales Teams Prioritize Prospective Client Qualification

Iannarino

You want your sales team to qualify prospective clients. Yet, the ridiculous amount of pipeline you require makes it easy to add an opportunity with nothing more than a first meeting. You don’t want them to pursue prospects not likely to buy from your sales team.

Clients 308
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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 Security: Why AWS?

Sales Pop!

At Pipeliner, we chose to go with AWS over a decade ago and have remained with them ever since. Continuing in our series on Pipeliner CRM security, here is our path and reasoning. Data Segregation Between Clients AWS has a protocol whereby customer data is highly secure and separated, following the ISO 27001 security standard.

Pipeline 246
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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). Your data must be wholly segregated between clients and, as we noted above, between geographical areas.

CRM 246
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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. Because Pipeliner features are so flexible, Account Hierarchy is not limited in its use.

Pipeline 240
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Cleaning Up Your Pipeline

Iannarino

Over time, your CRM becomes a junk drawer of stalled and stuck deals, lies, exaggerations, half-truths, neglected prospective clients, and falsehoods. Even though you want coverage over your sales team’s quota and your sales goals, much of what you believe is coverage is not.

Pipeline 278
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Resolve Client Concerns with BOFU Sales Collateral

Iannarino

For example, we fill a pipeline , while they have a funnel. One reason marketers and salespeople have trouble communicating is because we speak different languages. We name things in a way that makes sense, like first meeting , discovery call , solution design , and so on.

Clients 268