Martech

NOVEMBER 19, 2024

Linking your CRM with LinkedIn is a powerful way for sales and marketing teams to get more out of both platforms. When your CRM (in this case we’re using HubSpot as the CRM platform) and LinkedIn are working together, you’ll achieve those outcomes. Processing.

CRM 127

CRM Contact Pipeline Follow-up 127

Sales Pop!

FEBRUARY 16, 2022

It’s essential to stay relevant, provide the most up-to-date service, and ensure effective management of customer databases to establish higher customer retention. Undoubtedly, that can only come from sustaining customers. How Does CRM Benefit Your Business? How Does CRM Benefit Your Business?

Customer Relationship Management 245

Customer Relationship Management Relationship Management CRM Customers 245

Sales Pop!

OCTOBER 9, 2024

and Pipeliner CRM have a strong, symbiotic connection that enhances both platforms: 1. is a natural extension of Pipeliner CRM , offering complementary content while being able to stand on its own. Pipeliner’s philosophy and core principles are integrated into SalesPOP!, The connection between SalesPOP!

CRM 182

CRM Pipeline Sales Consult 182

Sales Pop!

AUGUST 20, 2021

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. Win Probability.

Pipeline 222

Pipeline CRM Negotiate Follow-up 222

Sales Pop!

SEPTEMBER 9, 2023

For our final article in the series on CRM adoption, let’s take a detailed look at the difference Pipeliner CRM makes. Comparing the CRM Industry to Others First, let’s consider the significant differences between our industry—the CRM industry—and products outside that industry. Adoptability needs to be managed.

CRM 173

CRM Pipeline Account management Appointment 173

Sales Pop!

OCTOBER 1, 2021

In this Pipeliner Concepts series, we’ve covered the basic concepts of Pipeliner CRM, as opposed to simply the technical details. In this final article, let’s touch on the crucial points of Pipeliner CRM, and CRM in general, for the future. RevOps = Pipeliner. Overcoming Silos.

Pipeline 246

Pipeline CRM Drivers/motivators Engineering 246

Sales Pop!

JULY 16, 2022

If you read our previous two articles, The Fundamental Error of Approach in Today’s Sales and Theory and Practice of Pipeliner , you’ll clearly see that Pipeliner CRM is not simply a mechanical application—it has a clear theory and purpose behind it. Overcoming these challenges was the original vision for Pipeliner.

Pipeline 246

Pipeline CRM Non-Profits Drivers/motivators 246

Sales Pop!

NOVEMBER 11, 2021

Today, any company seeking a CRM solution will have questions about data security, simply because data security is a top concern. Here are answers to specific questions many have about data security in Pipeliner CRM. Pipeliner employees do not have access to customer data, which is part of our GDPR compliance.

Pipeline 243

Pipeline CRM Clients Technology 243

Sales Pop!

NOVEMBER 5, 2021

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. In our case, we retain customer data for a maximum of 35 days. The post Pipeliner Security: Why AWS? Why have we done so?

Pipeline 246

Pipeline CRM Territory Contract 246

Sales Pop!

SEPTEMBER 9, 2021

Continuing our series on Pipeliner concepts, let’s now look its completely unique product and price lists feature. Pipeliner is the only CRM offering that allows you to create an extremely flexible product list—one in which you can attach products to different pipelines and product lines. Categories. Product Lists.

Pipeline 245

Pipeline Price Product Electricity 245

Hubspot

AUGUST 7, 2024

SaaS worker is a CRM platform holding their life together. If you're new to the world of CRMs, then prepare to have your world turned upside down. When someone on LinkedIn casually mentioned their CRM, it was like I was given superpowers. Everyone needs a CRM, but SaaS teams have an above-average need. User Experience.

CRM 81

CRM Price User Experience Customer Relationship Management 81

Veloxy

JUNE 20, 2024

Did you know that using mobile CRM apps can boost sales productivity by 14.6% ? Today I’m breaking down my top recommendations for the best mobile CRM apps. I’ll look into how these mobile CRM tools can streamline your sales processes, enhance customer interactions, and ultimately drive higher sales efficiency.

CRM 246

CRM Product Sales Pipeline 246

Sales Pop!

SEPTEMBER 18, 2021

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. They are directly correlated to putting the “R” back in CRM. Making the Intangible Tangible.

Pipeline 240

Pipeline CRM Contact Consult 240

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”). Standard Entities are those provided as defaults in Pipeliner.

CRM 130

CRM Pipeline Customers Manufacturing 130

Sales Pop!

JULY 11, 2024

Pipeliner CRM is a powerful tool designed to support data-driven selling, providing sales teams with the insights and capabilities they need to excel. Data-driven selling involves using data analytics and insights to guide sales strategies , understand customer behaviors, and make informed decisions. What is Data-Driven Selling?

CRM 130

CRM Pipeline Sell Represent 130

Martech

AUGUST 12, 2024

This month, the big news is all about improved data management, making customer interactions smoother and cutting down the time you spend on busy work. How it helps you This update allows marketers to engage in live, two-way conversations with customers, transforming SMS into a powerful relationship-building tool.

CRM 122

CRM Pipeline Contact Conversion 122

Adaptive Business Services

MAY 7, 2025

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. You also have custom searches that might be used for geographical areas or even identifying contacts without email addresses. Are you thinking about a CRM?

CRM 71

CRM Contact Pipeline Clients 71

Sales Pop!

MARCH 23, 2023

When it comes to managing your sales process, two of the most popular tools on the market are Pipeliner CRM and HubSpot Sales Hub. Pipeliner CRM Features Pipeliner CRM is a sales management tool designed to provide a complete view of the sales pipeline, from prospecting to closing.

CRM 130

CRM Pipeline E-commerce Sales 130

Veloxy

OCTOBER 22, 2024

We designed it to integrate with tools like Salesforce CRM, giving sales reps contextual, real-time data that makes decision-making faster and smarter. In sales, this means AI doesn’t just take a snapshot of your customer base and stop there. As a co-founder of Veloxy, I’ve built our platform with this vision in mind.

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Prospecting Technique Pipeline Sales 130

Sales Pop!

MARCH 13, 2022

And Pipeliner aims to refocus, reengineer, and reimagine sales as one of the world’s most important workforces. The world is more customer-centric than at any time in the past, but is also more at risk than ever before from riots and, now, war. Salespeople have more pressure to be customer-centric from social media and the network.

Pipeline 207

Pipeline Sales Networking Cross-sell 207

Sales Pop!

MARCH 11, 2023

Pipeliner is the only CRM solution to allow a company complete flexibility in adapting its sales process to CRM and to allow a company’s sales process to be rendered in seven different completely visual views. We have also made implementing this feature very easy for a CRM administrator.

CRM 130

CRM Pipeline Process Sales 130

Veloxy

JANUARY 7, 2025

This is the foundation of your sales management, outlining the progression from prospect to customer. A sales cycle is the process your sales team goes through in order to close a sale with a customer. Every stage reflects adistinct interaction level between your team and the customer. What is a Sales Cycle?

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Sales Pop!

JANUARY 28, 2023

It’s a relief that companies and sales leaders can turn to the incredibly stabilizing factors that Pipeliner provides to companies everywhere. Before making such a substantial investment in time and money, it’s critical to understand the differences between the “established” CRM solutions and Pipeliner.

CRM 130

CRM Pipeline Government Education 130

Veloxy

JUNE 8, 2022

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

Pipeline Technology Technology Cross-sell 195

Veloxy

FEBRUARY 12, 2025

Our customers tell me how our 360 degree customer view eliminates the need to switch between different platforms. Salesforce Sales Cloud - CRM Platform My experience as a sales productivity platform CEO has exposed me to many CRM solutions. The platform works with over 90 tools and syncs smoothly with major CRM systems.

Product 130

Product CRM Price Objectives and Key Results 130

Adaptive Business Services

DECEMBER 18, 2024

We do have one new Nimble update to report and that is the capability to filter your pipeline deals. This filter (search) allows you to show deals based on matching a specific criteria including any custom fields that you have created for that pipeline. Place the deal record in the Deal Pipeline.

CRM 71

CRM Pipeline Contact Represent 71

Martech

NOVEMBER 6, 2024

Get instant pipeline insights with the mobile lead summary widget. Updated CRM object merge behavior to be aware of. Deliver in-app customer support with mobile chat SDK. Flexible editing with drag-and-drop areas in custom email templates. Let’s recap the biggest HubSpot updates for October 2024.

Objectives and Key Results 116

Objectives and Key Results CRM Contact Pipeline 116

Sales Pop!

JANUARY 15, 2024

At Pipeliner, we have just created an exciting feature, which will be released in February. We have programmed a seamless Salesforce integration for Pipeliner CRM. They are, therefore, denied the incredible benefit and value that Pipeliner could bring to their sales team.

Pipeline 147

Pipeline CRM Finance Contact 147

Sales Pop!

FEBRUARY 17, 2022

Software publishers and customers alike are constantly optimizing and making their processes better. Compare that to our product Pipeliner CRM. In the last year, we made a couple of thousand changes to Pipeliner CRM! For a company, the Launch step begins with finding a CRM. Constant Changes.

CRM 244

CRM Pipeline Launch Start-ups 244

Sales Pop!

SEPTEMBER 6, 2023

The next in our series on CRM adoption takes up an important topic: the 8 reasons CRM implementations are never actually completed. Lack of Clear Processes When a CRM adoption is not completed in a company, it’s easy to blame one particular individual or group. CRM, even in such a circumstance, must remain the top priority.

CRM 147

CRM Pipeline Consult Appointment 147

Sales Pop!

SEPTEMBER 1, 2023

If there’s a single aspect you’ll see about CRM promotion, it’s this: CRM vendors are constantly comparing the features and functionality of their offering versus others. What’s fascinating, though, is that despite these endless claims, CRM adoption rate is very low. Analogies from Other Fields So why won’t users adopt CRM?

CRM 147

CRM Pipeline Technology Technology 147

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!

APRIL 10, 2022

Because of the sheer number of features we are regularly releasing (more than any other vendor in our space), we haven’t had the chance to spotlight two very powerful new features that came out with the last Pipeliner CRM release. Customizing Details. This would be a different account form from that of a regular customer.

Pipeline 241

Pipeline CRM Account management Contact 241

Search Engine Land

AUGUST 14, 2024

Qualifying leads for ad platforms using CRM data. CRM or other database Everything you do in lead gen revolves around generating inbound queries. Something like a reCAPTCHA will drastically reduce the number of bots and spammers who end up in your CRM. Speak to your customers’ pain points before they bring them up.

CRM 116

CRM Campaign Niche Negotiate 116

Sales Pop!

DECEMBER 2, 2022

Revenue intelligence contains all that is required for your sales leadership to create accurate quotas and forecasts, and for your team’s pipeline management. You can rapidly identify pipeline risks and opportunities, and instantly detect exceptions, changes and risks in the pipeline. Look No Further. Historical Data.

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Quota Pipeline CRM Closing 243

Sales Pop!

MAY 22, 2022

In a previous article announcing Pipeliner’s new Forecasting feature , I stated that forecasting should be collaborative, and that collaborative forecasting can only happen through instant dynamic visualization. Instant dynamic visualization is, of course, what is provided by Pipeliner CRM all throughout the system.

CRM 245

CRM Pipeline Technology Technology 245

Sales Pop!

SEPTEMBER 24, 2021

As we continue our series on Pipeliner concepts, we’ll now take up another straightforward approach for Pipeliner administration: fields and forms. As with much of our other functionality, we’ve made fields and forms far easier than other CRMs. As with other entities, forms can be edited and customized. Opportunity.

CRM 228

CRM Pipeline Appointment Legal 228