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Pipeliner CRM: “Open to Close”

Sales Pop!

At Pipeliner, we have just devised a new tagline for our CRM and our company: Open to Close. The Pipeliner Difference This tagline has been created to encompass the impact Pipeliner CRM has on an individual, the organization, and the marketplace environment as a whole. It is not instant or transactional.

CRM 59
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The 10 EZ Steps to Nimble CRM Success

Adaptive Business Services

Monitor your Today Page daily for upcoming tasks and reminders as well as for leads in your workflow and deals in your pipeline – (5 minutes per day) Create a contact record and fill out the basic information (name, company name, phone, email) – (under 1 minute) Tag record and set stay in touch reminder to build relationships.

CRM 77
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It’s The Process, Stupid!

Adaptive Business Services

The same can be said for the sales process. Proving that you have a proven process, one that delivers the highest levels of consistent results , why would you not wish to follow that? Let’s start by defining a process and then we can explore how this can, and should, be implemented in sales. To replicate it?

Process 77
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Nimble CRM Tips & Updates – January 2024

Adaptive Business Services

Once messaging automation is released, I still expect to see pipeline automation similar to what we now have with workflows. Continuing our discussion of workflows and pipelines … A bit of a review. Workflows and Pipelines both represent processes. Mind you, if you are running a sales team … PIPELINES.

CRM 71
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Nimble CRM is Designed to Build Relationships, Not Spreadsheets

Adaptive Business Services

The only numbers that I was ever interested in were … How much is in my/our pipeline? Working with folks on Nimble CRM, I run into both types of people. If their sales are low is it because they are not making the calls, they struggle in the sales process, or they just can’t close a deal? What are my/our sales for the month?

CRM 122
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Pipeliner CRM—The Concepts Behind the Features

Sales Pop!

The understanding of Pipeliner CRM features must go well beyond simple, functional explanations. Just understanding mechanical functionality doesn’t necessarily mean you’ll really grasp the product and all that it means, which is why I’m now writing this series on the concepts behind Pipeliner CRM functionality.

CRM 64
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Pipeliner Concepts—Multiple Pipelines

Sales Pop!

Within a CRM, a pipeline represents a sales or other type of process. Pipeliner CRM was the first CRM to enable multiple pipelines within CRM. In this series, we’ve been discussing the functions of a different type of CRM administrator, called the architect administrator. Activities.