Sales Pop!

OCTOBER 29, 2021

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). This just cannot happen with SaaS companies, as their most valuable asset is their customer data.

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Sales Pop!

APRIL 30, 2022

We’ve seen that many customers have not taken advantage of Pipeliner’s powerful email integration features. I compare not using Pipeliner’s email integration to not using the navigation feature in your car. Like CRM Without Email Integration. It’s the same as using a CRM system without email integration.

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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.

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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….

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Adaptive Business Services

FEBRUARY 7, 2024

First a few clarifications … Multi-value custom fields – You can actually use this feature on multiple field types! The pipeline is your data source for deal (sales) reports and forecasts. What is a stuck deal on a pipeline? Is the pipeline “dynamic” or “static”? Your pipeline is a living and breathing entity!

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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?

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Adaptive Business Services

JANUARY 10, 2024

Once messaging automation is released, I still expect to see pipeline automation similar to what we now have with workflows. Another new update, and one that I had not heard of in advance, is the release of a new custom field type … multi-value fields. Continuing our discussion of workflows and pipelines … A bit of a review.

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Adaptive Business Services

JULY 21, 2021

Nimble CRM has just introduced Lead Pipelines! We also have deal records (valid opportunities that we hope to close) and deal pipelines. However, my deal pipelines currently include stages that should actually be a part of a lead qualification process (before it becomes a deal). This is big! There you go!

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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.

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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.

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Sales Pop!

AUGUST 6, 2021

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.

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Veloxy

MAY 11, 2023

44% of executives at companies with revenue exceeding $250 million believe their pipeline management to be ineffective. Welcome to the realm of pipeline management in Salesforce! Welcome to the world of the sales pipeline ! It’s all about casting a wide net to bring potential customers into your orbit.

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Adaptive Business Services

MAY 3, 2023

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. Having call data might be helpful in making this determination, however, I can look at their pipeline in Nimble and see the number of deals. What are my/our sales for the month?

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Veloxy

APRIL 26, 2023

Salesforce is the leading CRM platform in the market, and it has proven to be the best choice for companies that deploy field sales teams. In fact, according to Salesforce’s most recent State of Sales report, 87% of field sales reps believe their organization takes full advantage of their CRM ( more than inside reps ).

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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.

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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.

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Adaptive Business Services

AUGUST 11, 2021

One of the nicest things about Nimble CRM is that it can be highly customized in order to meet your specific needs including as a Signage CRM …. Up to 1,000 custom data fields in a wide range of field formats. Customized pipelines with deal stages including the maximum number of days in each stage.

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Veloxy

AUGUST 31, 2023

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. Customers come first While you’re busy trying to meet your sales quota , remember to value the customer more than anything else.

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Adaptive Business Services

DECEMBER 13, 2023

Speaking of automations … Nimble is heavily focused on building a more sophisticated automation engine that will power, among other things, messaging as well as deals/pipelines. Deal Records and Pipelines Last month, we talked about workflows. You will need to create custom fields for this data in Nimble prior to importing!

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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.

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Adaptive Business Services

NOVEMBER 29, 2023

Before there was CRM (Customer Relationship Management), there was CM (Contact Management). Today’s CRMs are still based on their CM roots but they are now much much more than that. While Contact Managers were typically used solely by salespeople, CRM can be used by multiple departments in your organization.

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Sales Hacker

JANUARY 30, 2024

Part of this re-evaluation has led many to believe it’s time to bid farewell to the Marketing Qualified Lead (MQL) as a primary metric and embrace the concept of pipeline as the new kingpin of success in marketing efforts. Kevin White (Head of Marketing) of Common Room explains why replacing MQL with pipeline is the way to go.

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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.

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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.

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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.

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Partners in Excellence

FEBRUARY 27, 2023

As one might expect, much pf that was tied closely to the concept of pipeline quality. Give a sales person a pipeline goal and they can always hit it. And when managers discover this, typically rather than addressing the quality issue, they set a new goal at 4X, then 5X and so on, creating a pipeline death spiral.

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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.

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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?

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Sales Nexus

OCTOBER 12, 2021

With the online CRM solutions available today, you can integrate your sales and marketing strategies to nurture your leads. Learn how to connect with your customers, take them through your sales funnel, nurture your leads, and optimize your digital marketing investments with a reliable online CRM solution.

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Adaptive Business Services

JULY 26, 2023

I prefer to focus on results so we are going to ignore all of the statistics that tout the promised benefits of CRM. Part of it is that a CRM is viewed as data entry. Another aspect is that most often using a CRM is something that has been requested (dictated) by their company or sales manager. I represent Nimble CRM.

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Martech

APRIL 4, 2024

The latest release enhances team productivity with mobile access to custom objects and provides advanced insights into team HubSpot adoption. This aligns with recent HubSpot updates , which also aimed to simplify processes, empower data-based decisions and improve everything from team engagement to customer interactions.

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Adaptive Business Services

MARCH 8, 2023

As a Nimble CRM Solution Partner, I work with companies on implementing, and customizing, Nimble for their business. While deals are used to create a pipeline and, while they generally include things like a potential dollar value, a predicted close date, and a percentage probability of closing, they don’t have to use these variables.

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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.

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Spiro Technologies

JUNE 14, 2023

Effectively managing customer relationships and sales processes is a challenge for many manufacturers and distributors. Some ERPs may claim to have customer relationship management (CRM) capability, but a standalone CRM is much better at helping you manage and maintain relationships with your customers.

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Sales Hacker

OCTOBER 27, 2023

This pipeline slowdown calls for something other than ‘more of the same.’ It calls for extreme intentional in order to dislodge stuck deals and reinvigorate the pipeline – this week we’ve got you covered on core tactics that are working to move the needle. Let’s get into it. Let’s get into it. Use Fewer Resources. Indirect ways.

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Salesmate

OCTOBER 15, 2020

A dried-up sales pipeline is an unpleasant sight that most sales reps dread. Several sales managers and reps are aware of the buzzword “sales pipeline”. Sadly without a healthy pipeline achieving sales goals becomes a more challenging task. Gaining control over the sales pipeline can make goal attainment a stress-free process.

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Capterra Sales & Marketing Software

APRIL 26, 2021

The post 3 Salesforce Alternatives for CRM appeared first on Capterra. One of the most popular ways to learn about your clients and improve their experience is by building a customer journey map , and one of the best ways to collect customer data to build one is customer relationship management (CRM) software.

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