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!

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 246

Pipeline Price Product Electricity 246

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!

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.

Pipeline 246

Pipeline CRM Drivers/motivators Quota 246

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

Sales Pop!

NOVEMBER 23, 2022

This month, Pipeliner is introducing an unparalleled sales forecasting approach: the Pipeliner Revenue Intelligence Loop! It is for this reason that we generally market our Pipeliner CRM solution to companies with existing data. Pipeliner fully incorporates leading and lagging indicators , giving you a holistic view.

Pipeline 240

Pipeline Quota CRM Territory 240

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 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”). Entities ” is the term used in Pipeliner to refer to different CRM functions.

CRM 130

CRM Pipeline Customers Manufacturing 130

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. In the last newsletter I talked a bit about using Nimbles webforms for newsletter sign-ups. How do we clean this up? For example, select a tag or a segment. Beyond that?

CRM 71

CRM Contact Pipeline Clients 71

Veloxy

OCTOBER 22, 2024

Start for free The Role of AI in Sales Strategy As someone who’s spent years working closely with sales teams, I’ve seen firsthand how time-consuming and inconsistent traditional sales methods can be. Tools like Veloxy, for example, automatically log calls, emails, and other sales activities directly into your CRM.

Prospecting 130

Prospecting Technique Pipeline Sales 130

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.

CRM 130

CRM Pipeline Construction Technology 130

Veloxy

FEBRUARY 12, 2025

Prove it to me Sign up for free 1. We designed Veloxy to work perfectly with Salesforce and added automated activity logging and up-to-the-minute data synchronization. Salesforce Sales Cloud - CRM Platform My experience as a sales productivity platform CEO has exposed me to many CRM solutions. See our case study here.

Product 130

Product CRM Price Objectives and Key Results 130

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

Partners in Excellence

FEBRUARY 12, 2025

The leader held this individual up as a high performer. But when I started looking at the performance, I realized, despite consistently meeting the goals, the number of qualified leads this person was developing was about the same as his peers. ” I started listening to the calls this SDR was making.

Gaming 122

Gaming Contract Pipeline CRM 122

Veloxy

JANUARY 7, 2025

How to Remove Salesforce CRM Friction Learn how to remove friction points tied to Salesforce, helping your sales team sell easier and faster. Having theappropriate qualifying criteria, like budget, authority, need and timeline ( BANT ), is a good place to start. Build a CRM that fits your business. There's more, read today!

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Search Engine Land

AUGUST 14, 2024

Digital advertising has evolved quite a bit since I started working in paid media. If you haven’t been keeping up with the role of automation and AI in lead gen advertising, this article includes advice and experiences on: Managing your ad strategy. Qualifying leads for ad platforms using CRM data. Lower risk of error.

CRM 116

CRM Campaign Niche Negotiate 116

Sales Pop!

FEBRUARY 17, 2022

Compare that to our product Pipeliner CRM. In the last year, we made a couple of thousand changes to Pipeliner CRM! Everything begins somewhere, and we start with Launch. For a company, the Launch step begins with finding a CRM. We are already starting the customer on the service journey.

CRM 246

CRM Pipeline Launch Start-ups 246

Sales Gravy

JANUARY 14, 2025

Consider: Conversion Rates from Inbound Leads Speed to Lead (How fast are you following up?) Maybe you need to tighten up your proposals so more of them convert. Choosing the Right CRM: Beware of Overkill Eric also mentioned his teams struggle with an outdated CRM thats not built for strong tracking. The rule of thumb?

Appointment 98

Appointment Cross-sell CRM Pipeline 98

Veloxy

DECEMBER 9, 2024

Start for free Lack of User Buy-In You’ve probably heard it before, “This isn’t how we used to do things.” Implement strict data entry standards and regular audits to keep your CRM clean and reliable. Clean Up Your Data Invest time and resources into ensuring your data is accurate and up-to-date.

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

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.

Quota 246

Quota Pipeline CRM Closing 246

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!

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. The more that Pipeliner provides flexibility, the more we provide potential preferences for users.

Pipeline 245

Pipeline CRM Account management Contact 245

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 246

CRM Pipeline Technology Technology 246

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. Why doesn’t CRM have that same kind of priority?

CRM 147

CRM Pipeline Consult Appointment 147

Heinz Marketing

SEPTEMBER 24, 2024

Note: You will need LinkedIn Sales Navigator to get contact info from 6sense; 6sense serves up visitor info but not contact info. It can handle initial outreach, respond to inquiries, and follow up with leads who haven’t responded, giving SDRs more time to focus on qualified prospects. AI Solution : Tools like Reply.io and Apollo.io

Objectives and Key Results 105

Objectives and Key Results GTM CRM Follow-up 105

Martech

AUGUST 8, 2024

Data is not a new topic, but it is being revitalized since Google’s announcement that cookie deprecation is no longer in the pipeline. What hasn’t changed (and won’t anytime soon) is that customers want to see a real value exchange if they’re going to give up their valuable personal data. Up to 67% of U.S. Processing.

Customer Relationship Management 125

Customer Relationship Management Campaign Relationship Management Lead generation 125

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!

DECEMBER 10, 2022

In creating a target , you start with specifying a target type—created leads, qualified leads, or revenue. Because Pipeliner allows companies to have more than one pipeline in CRM (as companies naturally have multiple processes), you can specify the pipeline to which this target will apply. From the Pipeline View.

CRM 130

CRM Pipeline Sales Quota 130

Sales Pop!

JUNE 13, 2022

Just look at the fact that we have so many categories of sales functions: sales labeling, sales execution, sales CRM, sales marketing, sales engagement, and many more. A problem pops up, we evolve a fix for it. Yet another issue crops up, we evolve a fix for that one. Pipeliner: The Holistic Way. Talk about complex!

Pipeline 246

Pipeline CRM Angle Sales 246

Adaptive Business Services

JANUARY 15, 2025

Since one size does not fit all, we are now offering three tiers of Nimble CRM training and implementation packages! Are you someone who just wants to get started and focus on the basics? You are an existing Nimble user, but you would like to up your game? Rather, because Nimble CRM does that and more, it makes me money!

CRM 62

CRM Consult Contact Pipeline 62

Sales Pop!

JANUARY 21, 2023

Let’s see how this should happen, and again we’ll provide examples from Pipeliner CRM. We can make another comparison to Pipeliner development here, for our system was certainly not developed overnight. Too many companies make a rapid, shallow choice of a CRM system and implement it. Now, what about your preferences?

CRM 245

CRM Pipeline Meeting Consult 245

Veloxy

SEPTEMBER 29, 2021

This is a conundrum for most sales managers, as sales productivity is one of the common selling points of the Salesforce CRM platform. Salesforce: A Brief Overview Salesforce is a premium CRM platform. What limits companies’ experience of Salesforce CRM? CRM programs sift through information. Why waste that value?

Territory 342

Territory Represent Sales Lead generation 342

Sales Pop!

DECEMBER 26, 2023

Today and into the future, it is vitally important that CRM should not be isolated from other systems, but as fully integrated with them as possible. There are open-source tools available in the CRM space for every function, with a module for each. Each of these systems should be integrated, step by step, into your CRM system.

CRM 130

CRM Electricity Legal Customer Relationship Management 130

Partners in Excellence

JULY 19, 2021

I get into a lot of conversations about forecasts and pipelines. The single question we answer in assessing the pipeline is, “Are we pursuing enough high quality/qualified opportunities to achieve our goals?” The healthy pipeline metrics are different for each person. The pipeline and forecast are important.

Pipeline 139

Pipeline CRM Closing Start-ups 139

Sales Pop!

JULY 23, 2022

The difference between “known” and heuristic navigation is the difference between Pipeliner CRM and other CRM systems. Traditional CRM systems have “decided” they know what direction a salesperson should go, and what strategies they should take. These are then programmed into the CRM as known objectives.

CRM 221

CRM Pipeline Territory Gaming 221

Veloxy

SEPTEMBER 22, 2022

Start selling faster, easier. Sales Acceleration strategies may look different for every sales team, but they’re made up of the same three building blocks. These are: Automating Non-Selling Activity Lead Prioritization Mobile CRM Let’s walk through each of these in detail, and explain how you can enable them in only 24 hours.

CRM 262

CRM Quota Sales Pipeline 262

Sales Gravy

APRIL 10, 2025

Fancy decks, CRM tagging, and custom email flows feel like progressbut they dont get the contract signed. What Actually Wins: The Fundamentals If you want to win more, stop searching for better tactics and start doing the boring stuff better. Follow-up calls. Most reps send five emails and give up. Start digging.

Closing 87

Closing Objection handling Cold Call Contract 87