Anthony Cole Training

NOVEMBER 22, 2024

Many companies monitor their pipeline opportunities with the use of a CRM in order to have information about the opportunities being created by the sales team. Companies want to know:

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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 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.

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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. What does that mean?

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Sales Pop!

JULY 9, 2022

Pipeliner CRM, on the other hand, is rooted deeply in the Austrian School of Economics theory. Most CRM systems exclude certain types of data from users, making it only visible to managers. Pipeliner rejects this approach, making the same data visible to everyone because we believe users should be empowered.

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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!

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. This allows us as a CRM to have multiple data centers around the world—something not all CRM vendors offer. Why have we done so?

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

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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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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.

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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.

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Veloxy

AUGUST 10, 2021

Below are all the different ways how machine learning can help revamp your sales and marketing processes. How to Improve Sales Processes with AI. Although sellers hate entering data into a CRM, it’s essential if you want to prioritize and forecast. 5: Simplifying Pipeline Management. 6: Predictive Analysis.

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Sales Pop!

FEBRUARY 16, 2022

How Does CRM Benefit Your Business? Using Customer Relationship Management (CRM) software, you can optimize your customer relationships, target different audiences, set scores, and receive alerts for an individual lead or a customer’s activity. Here are a few significant benefits of CRM software: 1. Get to Know Your Customers.

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Sales Pop!

MARCH 11, 2023

It should be abundantly clear that no medium to large B2B sales team or company can grow and succeed today without a clear-cut sales process. Today a company may have different sales processes for different products, functions, or product lines, and Pipeliner was the first CRM to provide the ability to set up multiple pipelines.

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Sales Pop!

JULY 11, 2024

The ability to harness data to inform decisions, personalize interactions, and optimize sales processes is no longer optional—it’s a competitive necessity. Pipeliner CRM is a powerful tool designed to support data-driven selling, providing sales teams with the insights and capabilities they need to excel.

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Martech

AUGUST 12, 2024

By automating billing processes, businesses can reduce workloads around invoicing and payment collection, reducing administrative overhead and improving cash flow management. How it helps you For teams where every salesperson must generate and manage their pipeline, this update is big.

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Adaptive Business Services

MAY 7, 2025

If you have a process, any process, you can create a workflow for that. Pipelines look like workflows and they also represent a process. Your sales process. They differ in that contacts go into workflows and deals go into pipelines so we can track sales revenues and forecasts. Are you thinking about a CRM?

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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. Both are designed to help businesses streamline their sales process, but they differ in the features they offer and the approach they take to sales management.

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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. Reprogramming Throughout Pipeliner’s development, we have done everything possible to use only open source components.

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Partners in Excellence

FEBRUARY 4, 2025

We’ve been reworking and implementing a revised selling/buying process. Their previous process was poorly defined, outdated, and people weren’t using it. I don’t need no stinkin’ process, f**k off… ” (OK, I made the last one up, but I have encountered a lot of sellers thinking this.)

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Veloxy

OCTOBER 22, 2024

Data-Driven Precision to the Sales Process AI completely changes the game. We designed it to integrate with tools like Salesforce CRM, giving sales reps contextual, real-time data that makes decision-making faster and smarter. Yes, it saves time, but it also adds precision to every step of the process.

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Veloxy

JANUARY 7, 2025

We’ll explore the ins and outs of the sales cycle, identify key metrics for improvement, and provide actionable insights to enhance your sales process. Understanding the Sales Cycle In order to manage and refine your sales process, you need to understand the sales cycle. This outline helps you to visualize the whole process.

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Sales Pop!

OCTOBER 27, 2020

At the very heart of running a sales, pipeline is opportunity management. Opportunity management consists of, first, setting up a sales process. A note, though, is that a sales process should be dynamic. But for Pipeliner, it’s not just visualization but instant dynamic visualization. Visualization.

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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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Veloxy

FEBRUARY 12, 2025

Salesforce Sales Cloud - CRM Platform My experience as a sales productivity platform CEO has exposed me to many CRM solutions. Image Source - Salesforce Salesforce Sales Cloud Features AI-powered automation makes the platform excellent at optimizing sales processes. See our case study here.

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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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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. We follow the process steps to qualify them. Are you thinking about a CRM?

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Partners in Excellence

FEBRUARY 12, 2025

But they were still struggling to make their numbers and fill their pipelines. And despite doing this, why were they struggling to maintain healthy pipelines? As I dove in, I discovered the sellers were not entering opportunities into the pipeline until they were actually in the contract negotiation stage. It is human nature.

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Sales Pop!

FEBRUARY 17, 2022

In the earlier days of software, onboarding went like this: the correct number of licenses were purchased, there was an onboarding process, then setup, and then you were done—end of story. Software publishers and customers alike are constantly optimizing and making their processes better. Compare that to our product Pipeliner CRM.

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Martech

NOVEMBER 6, 2024

These updates will give you deeper insights into your processes and more flexibility in your marketing efforts. Get instant pipeline insights with the mobile lead summary widget. Updated CRM object merge behavior to be aware of. Let’s recap the biggest HubSpot updates for October 2024.

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Objectives and Key Results CRM Contact Pipeline 116

Search Engine Land

AUGUST 14, 2024

Qualifying leads for ad platforms using CRM data. Sales process. CRM or other database Everything you do in lead gen revolves around generating inbound queries. You need a place for those leads to go, a process and people to follow up with them and a way to determine which ones are most valuable to your business.

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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!

APRIL 2, 2022

Today, there are several reasons that it’s vital that onboarding for a CRM product, especially one such as Pipeliner CRM, be done right. Such an approach is not possible for process-driven CRM solutions such as Pipeliner. When it comes to CRM implementation, the real complexity comes from the customer side.

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Heinz Marketing

SEPTEMBER 29, 2024

Web Scraping and Data Enrichment: Clay allows users to automate the web scraping process by pulling data from websites, LinkedIn profiles, and various other online platforms. CRM Integration: Clay seamlessly integrates with popular CRM systems like Salesforce, HubSpot, and Pipedrive.

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Adaptive Business Services

OCTOBER 23, 2024

Time flies and I’m guessing that it has been close to 10 years since LinkedIn decided to close its access doors to most third-party applications including Nimble CRM. Shortly thereafter, they did authorize limited access to a few enterprise level CRMs providing that you have the right LinkedIn premium account.

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Sales Gravy

JANUARY 14, 2025

Choosing the Right CRM: Beware of Overkill Eric also mentioned his teams struggle with an outdated CRM thats not built for strong tracking. For smaller teams (like Erics with just two salespeople), adopting a massive enterprise CRM can be overkill. Choose a CRM that matches your current size and selling process.

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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.

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