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Pipeliner CRM Integration

Sales Pop!

Since we often get questions about how Pipeliner integrates with other applications in a company, we will answer the most frequently asked questions about CRM and integration in this series of articles. The chef has baked an amazing cake that will be the dessert of the customer’s life, but the server does not bring it over.

CRM 93
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Introducing Custom Entities (Objects) for Pipeliner CRM

Sales Pop!

With the next major release of Pipeliner CRMPipeliner 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 52
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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. Productivity , then, leads to profitability.

CRM 59
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3 Ways CRM Software Improves Sales Pipelines

Sales Pop!

Sales pipelines are used to aggregate the progress of potential customers all through the sales life cycle. They are usually visually represented in CRM software so sales team members can easily keep track of the deals that are in the pipeline at any time. Greater Sales Forecast Accuracy.

CRM 98
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The 10 EZ Steps to Nimble CRM Success

Adaptive Business Services

I have distilled Nimble down to 10 easy steps that will increase your sales. It becomes a deal when you are going to pursue this as a potential sale. Move your deal through the stages of the pipeline (drag and drop) which is reflective of your sales process. Are you thinking about a CRM? These are the fundamentals.

CRM 77
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How Technology Helps you Manage the Sales Pipeline

Veloxy

Couple questions here – are your sales stagnating? If yes, then you’re probably looking for new ways to improve your sales performance. 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.

Pipeline 195
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New! Powerful Pipeliner CRM Document Management

Sales Pop!

Every company generally has endless documents associated with CRM—for opportunities, for particular sales process stages, and other uses. Unfortunately, these are often needed for vital sales opportunities. Introducing Pipeliner CRM’s new Document Management! An example would be customer requirements.

CRM 98