Remove CRM Remove Pipeline Remove Trust
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CRM Security—At Pipeliner, We’ve Got This

Sales Pop!

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. To begin with, a critical factor is trust. Who can we trust today? Trust is a word that is liberally abused, not only by governments but by many others. Keeping Data Safe.

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Nimble CRM Tips & Updates – May 7, 2025

Adaptive Business Services

Pipelines look like workflows and they also represent a process. They differ in that contacts go into workflows and deals go into pipelines so we can track sales revenues and forecasts. I do have some clients who will combine the lead qualification process and the sales pipeline into one workflow. Are you thinking about a CRM?

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13 Strategies to Shorten Your Sales Cycle

Veloxy

Engagement: Relationship building and trust establishment. How to Remove Salesforce CRM Friction Learn how to remove friction points tied to Salesforce, helping your sales team sell easier and faster. Aggregate lead data with customer relationship management (CRM) tools like Salesforce. Build a CRM that fits your business.

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Elevate Your Strategy with AI for Sales Prospecting

Veloxy

We designed it to integrate with tools like Salesforce CRM, giving sales reps contextual, real-time data that makes decision-making faster and smarter. We’ve designed our platform to integrate with Salesforce CRM, providing intelligent prospecting solutions that work seamlessly with your existing workflow.

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Nimble CRM Tips & Updates – December 18 2024

Adaptive Business Services

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. Are you thinking about a CRM?

CRM 71
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Why Salesforce Adoption Fails and How to Fix It

Veloxy

If your Salesforce data is incomplete, outdated, or inconsistent, your team won’t trust it. Implement strict data entry standards and regular audits to keep your CRM clean and reliable. Good data builds trust, and trust drives adoption. It reduces errors and ensures your CRM remains reliable.

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How Nimble CRM Integrates & Automates Prospecting on LinkedIn

Adaptive Business Services

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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