Martech

AUGUST 12, 2024

The Sales Workspace unifies pipeline generation and deal-closing activities, allowing BDRs, Account Executives, and full-cycle reps to prioritize impactful sales actions without navigating across the CRM. This new approach helps salespeople focus on activities that drive revenue so they can hit their sales targets more effectively.

CRM 122

CRM Pipeline Contact Conversion 122

Adaptive Business Services

MAY 14, 2025

In preparation for starting to work with two new Nimble CRM clients who have substantially large and junked up databases, I decided to experiment with AI to see if I could deploy that in the cleanup. I was testing the import merge commands hoping to get a better final product. Not totally, severely damaged, and thats ok.

CRM 86

CRM Contact Clients Consult 86

Salesforce

JUNE 17, 2025

These are the classic signs that your business has outgrown spreadsheets and might benefit from a customer relationship management (CRM) system, an all-in-one tool for managing customer interactions, sales, and relationships. If keeping up with your data feels like a challenge, it might be time for a CRM. What is a CRM?

CRM 59

CRM Customer Relationship Management Contact Relationship Management 59

Sales Pop!

OCTOBER 27, 2020

Pipeliner CRM is flexible enough that you can instantly make such sales process changes when needed, and it requires very little training. Pipeliner CRM provides a number of different views of opportunities so that a sales manager can choose which is best for them. Visualization. Data changed is immediately seen by anyone involved.

CRM 196

CRM Appointment Pipeline Quota 196

Adaptive Business Services

MAY 7, 2025

Previously, you would add contacts to a group message from the contact lists. Now when you open up a group message that you wish to send, you can add these people directly from this interface including doing a custom search for contacts. More contacts means more storage. We do have one new update to report today.

CRM 71

CRM Contact Pipeline Clients 71

Heinz Marketing

SEPTEMBER 24, 2024

Prospecting and Lead Generation Challenge : Finding qualified leads is time-consuming, and SDRs often spend hours searching for contact information and gathering data to assess lead quality. Note: You will need LinkedIn Sales Navigator to get contact info from 6sense; 6sense serves up visitor info but not contact info.

Objectives and Key Results 104

Objectives and Key Results GTM CRM Follow-up 104

Martech

JULY 24, 2024

To avoid diluting the high-quality data in SharpSpring with a large amount of unengaged contact data from Instantly.ai, using two separate systems is sensible. Also, you should aim to eliminate spreadsheets, especially if you have a great CRM. Apollo is a great contact database. For example, we use Instantly.ai

CRM 119

CRM Contact Start-ups Process 119

Martech

OCTOBER 1, 2024

Yes Many early agents were legacy products re-launched under an AI banner, with almost everything in tech labeled as “AI” in 2023. The first file had CRM contacts in the following format: Sample data set generated from ChatGPT. I then constructed a different sample file that listed the product modules licensed by each account.

Construction 120

Construction CRM Contact Follow-up 120

Martech

NOVEMBER 6, 2024

Step up live call productivity with AI-powered Copilot assistance. Updated CRM object merge behavior to be aware of. Managers can now seamlessly segment and automate contact enrollment without switching between tools, streamlining marketing activities and enhancing workflow efficiency.

Objectives and Key Results 116

Objectives and Key Results CRM Contact Pipeline 116

Martech

AUGUST 19, 2024

An ICP acts as the company counterpart to an individual buyer persona, outlining the characteristics that define the organization most suited for your products or services. Develop your ICP by combining insights from your sales team with data about your current customers from your CRM. Are you getting the most from your stack?

B2B 117

B2B Objectives and Key Results Campaign Contact 117

Veloxy

JANUARY 7, 2025

How to Remove Salesforce CRM Friction Learn how to remove friction points tied to Salesforce, helping your sales team sell easier and faster. All these strategies will allow you to minimize the time elapsed from initial contact to the closing of the deal. Build a CRM that fits your business. There's more, read today!

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Salesforce

APRIL 2, 2025

And when the samples are so good that you decide without prompting to buy the product on the spot? That’s a classic example of product-led sales (PLS). Samples of donuts, pizza, or almond croissants don’t require a lengthy explanation or complicated product demonstration. Why are product-led sales important?

Product 86

Product Territory Sales Price 86

Sales Gravy

MAY 28, 2025

Recently on the Ask Jeb segment of the Sales Gravy podcast, Jacob Kimrey asked about helping his field sales team maximize their productivity while stuck in traffic. Too many field reps confuse activity with productivity. They think because they drove all over creation, they had a productive day.

Territory 91

Territory Appointment Legal CRM 91

Salesforce

AUGUST 6, 2024

To jumpstart growth, Sandstone has expanded its product portfolio, and has decided to break into the more lucrative commercial real estate market. A marketing platform with built-in AI capabilities is what Sandstone needs to spread the word, quickly and effectively, about its new products. But Sandstone needs to act fast.

Real Estate 128

Real Estate Non-Profits Click Through Rate CRM 128

Martech

SEPTEMBER 6, 2024

Status : Private Beta Applicable HubSpot Hubs : Marketing, Content Applicable HubSpot Tiers : Professional, Enterprise Optimize sales outreach with Dynamic Sequences What’s new : HubSpot introduces Dynamic Sequences, a sequence type that automates initial outreach and creates manual tasks only for contacts who engage with your emails.

User Experience 114

User Experience Contact Campaign CRM 114

Sales Pop!

SEPTEMBER 18, 2021

The Pipeliner CRM Common Lists are another first for Pipeliner CRM, and no other vendor has anything like them. They are directly correlated to putting the “R” back in CRM. The Common Lists include elements relating to account hierarchy, sales roles, contact relations and account relations. Contacts Relations.

Pipeline 245

Pipeline CRM Contact Consult 245

Sales Pop!

FEBRUARY 16, 2023

As a team of experienced professionals, we understand the importance of having a customer relationship management (CRM) system that meets the needs of modern businesses. There are many CRM solutions available in the market, but we believe that none come close to the functionality and features provided by Pipeliner CRM.

CRM 130

CRM Pipeline Sales Customer Relationship Management 130

Sales Pop!

MARCH 5, 2023

If you’re in the market for a robust, powerful, and efficient CRM program, look no further. The top 10 characteristics that any quality sales CRM software are covered in this article. You will know what to look for when selecting your new sales CRM software by the time you finish reading this article.

CRM 130

CRM Contact Sales Pipeline 130

Sales Pop!

SEPTEMBER 27, 2023

With the next major release of Pipeliner CRM— Pipeliner 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.

CRM 130

CRM Pipeline Customers Manufacturing 130

SaaStr

JANUARY 3, 2025

CRM vendors can charge per seat because thats what the markets also expect. This is why HubSpot and Salesforce are sticking with it for their core CRM offerings. The customer quickly moved to a fixed contact. What I do know is a pricing model is not a product. And a pricing model doesnt make a mediocre product great.

Price 109

Price CRM Gaming Contact 109

Veloxy

OCTOBER 22, 2024

AI's Efficiency AI doesn’t just boost productivity – it sharpens accuracy, too. We designed it to integrate with tools like Salesforce CRM, giving sales reps contextual, real-time data that makes decision-making faster and smarter. As a co-founder of Veloxy, I’ve built our platform with this vision in mind.

Prospecting 130

Prospecting Technique Pipeline Sales 130

Sales Pop!

AUGUST 13, 2021

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. Working Out Company Structure. We have a clear structure at Pipeliner. Users and Roles.

Pipeline 240

Pipeline Construction CRM Appointment 240

Martech

JULY 11, 2024

Additionally, legacy marketing automation providers have increased costs for additional contacts and seats, leveraging their entrenched position due to established workflows, integrations and customizations. When evaluating new platforms, prioritize robust CRM integration and customer data platforms (CDPs).

A/B testing 102

A/B testing Niche CRM Price 102

Heinz Marketing

SEPTEMBER 29, 2024

This raw data is then enriched using APIs that fill in the gaps, providing complete profiles of potential leads, including contact information, professional history, and other vital details. CRM Integration: Clay seamlessly integrates with popular CRM systems like Salesforce, HubSpot, and Pipedrive.

CRM 96

CRM Pipeline Prospecting Consult 96

Sales Pop!

APRIL 30, 2022

Like CRM Without Email Integration. It’s the same as using a CRM system without email integration. Today integrating email within Pipeliner CRM is easier than ever. It’s a matter of a couple of mouse clicks, and CRM is immediately connected. Meetings can be tracked throughout Pipeliner CRM, so you’re never in the dark.

Pipeline 246

Pipeline Customers Appointment CRM 246

Sales Pop!

NOVEMBER 18, 2021

The main goal is to get their contact information to keep in touch and turn interested visitors into loyal customers. Pipeliner CRM. Pipeliner CRM is the first CRM tool with a completely holistic approach, bringing together two approaches that are often divergent in companies. Contact Finder Tools. Optinmonster.

Lead generation 246

Lead generation A/B testing Referrals CRM 246

Closing Bigger

FEBRUARY 10, 2025

They develop people, influence product direction, and anticipate market shifts. The Role of CRM and AI in Bridging Leadership and Management Technology, when used correctly, can enhance both sales management and leadership. Leverage CRM and AI Effectively Dont just collect datause it to make informed leadership decisions.

Objectives and Key Results 85

Objectives and Key Results CRM Sales Strategize 85

Salesforce

OCTOBER 15, 2024

A sales invoice is a document issued by a seller to a buyer, detailing the products or services sold, quantities, prices, and payment terms. The specific details vary depending on the use; it might include similar sections to a sales invoice without an itemized list of products. Learn how Revenue Cloud can help.

Finance 104

Finance Territory Price E-commerce 104

Sales Pop!

FEBRUARY 10, 2023

Continuing our series on Pipeliner and its rightful place in the CRM market, let’s now take an overall look at why Pipeliner CRM is factually superior to its competitors. It took us until 2018 to reprogram for HTML5, and even after we did, the product still wasn’t as robust as it had been on Adobe AIR.

CRM 130

CRM Pipeline Construction Technology 130

Hubspot

SEPTEMBER 4, 2024

If you’re looking for CRM (Customer Relationship Management) software for your startup, a third-party review website like G2.com com ought to help… Except that G2 returns a list of over 700 recommendations when you search for CRM. That's an overwhelming amount, especially considering you need just one CRM tool.

CRM 73

CRM Price Contact Pipeline 73

Veloxy

MAY 25, 2021

This characteristic can help you see things from the customer’s perspective and identify areas where your product or service can make their life easier or better. Product or service confidence. 25% of sales people make a second contact and stop. 12% of sales people only make three contacts and stop. Confidence.

Referrals 290

Referrals Quota Cold Call Contact 290

Martech

MAY 6, 2025

Heres the catch, though: if your CRM is cluttered with stale contacts, duplicate records and mismatched account info, all that data may be doing more harm than good. So before your next campaign underperforms or your next sales call goes sideways, its worth asking: Is your CRM quietly sabotaging your go-to-market strategy?

CRM 101

CRM B2B Contact Campaign 101

Salesforce

NOVEMBER 5, 2024

You can include offers like webinars that explore trending topics in your industry, or content that shows how others are using your product. For example, Einstein AI analyzes past engagement patterns and automatically selects the best time to reach each contact, helping you boost open rates and overall engagement.

Campaign 99

Campaign Cross-sell Click Through Rate CRM 99

Martech

JULY 30, 2024

Once your business reaches the scale-up phase, it’s important to adapt by implementing customer relationship management (CRM) systems and marketing automation platforms. This includes understanding customer needs and preferences and tailoring products, services and marketing messages accordingly.

X-functional 113

X-functional Territory Customer Relationship Management CRM 113

Sales Pop!

AUGUST 20, 2021

B2B companies sell their products or services to other companies instead of selling them to customers. For example, certain companies allow their prospects to contact their sales-support team with a toll-free number calling option or instant 1:1 live chatbot. We will talk about the latter in more detail below. SaaS B2B Sales.

Inside sales 246

Inside sales B2B CRM Price 246

Sales Pop!

SEPTEMBER 24, 2021

Fields and forms are utilized with Pipeliner CRM entities —which is how we refer to different CRM functions. Product Line Items. Project management applications are generally not correlated with CRM. Entities act as data storage for their own individual areas, and are 9 in number: Account. Opportunity. Appointment.

CRM 241

CRM Pipeline Appointment Legal 241

Sales Pop!

JUNE 23, 2023

One factor differentiating Pipeliner CRM from our competitors—especially high-end systems such as Salesforce, Microsoft Dynamics, and Oracle NetSuite—is that we have taken the incredible complexity involved with a CRM application and made it simple for the user. A CRM solution is quite complex. You’re just a machine.

Technology 246

Technology Technology Pipeline CRM 246