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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). The post CRM Security—At Pipeliner, We’ve Got This appeared first on SalesPOP! Stay tuned!

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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….

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Nimble CRM Tips & Updates – November 2023

Adaptive Business Services

We do have some interesting Nimble CRM news to report. I wanted to start a discussion on workflows vs pipelines. Deal records, which are generally associated with one or more contact records, are placed in pipelines. A deal record can only be in one pipeline. This feature is expected soon for pipelines.

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HubSpot’s March 2024 release includes AI management, enhanced CRM features and more

Martech

Improved file management within the CRM. Now, you can create custom file properties that allow for direct file uploads in forms, ensuring necessary documents, such as purchase agreements or contracts, are attached at crucial stages of the customer journey. Additionally, custom objects with pipelines can now be viewed in board mode.

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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. We needed multiple contracts with hardware and software vendors. The post Pipeliner Security: Why AWS? Why have we done so?

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30 Outside Sales Tips That’ll Grow Your Pipeline

Veloxy

Feeling overwhelmed by the infinite options for growing your pipeline? 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. You’re not the only outside sales rep feeling that way.

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Sales pipeline prioritization: formulas to improve your win rate

PandaDoc

A good sales pipeline management strategy is essential because every potential opportunity uses up your most valuable resource — time. In order to solve this issue and make the most of your sales, it is essential to hierarchize new leads in your CRM software’s sales strategy. See also: How to speed up your sales cycle in 2023 2.