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. Because Pipeliner features are so flexible, Account Hierarchy is not limited in its use. We’re not having physical meetings.

Pipeline 245

Pipeline CRM Contact Consult 245

Partners in Excellence

JUNE 15, 2025

All our customers are critical to our success. Every deal in our pipeline is important to us and our ability to achieve our goals. In our current customers, what would happen if we disappeared? In our pipelines, what if we were to suddenly start ghosting our customers. But what would happen if we were to disappear?

Customers 86

Customers Pitch Negotiate Pipeline 86

Partners in Excellence

MARCH 5, 2025

One of the things I’ve started doing is counting how many times they use the word, “Customer.” When it is, it’s used in the context of the customer being the target of a set of strategies and activities. But most of the time, it seems the word, Customer, is a distraction from what we are trying to do.

Customers 101

Customers GTM Conversion Meeting 101

Hubspot

MARCH 13, 2025

And even with revenue up in 2024 , reps are still struggling to meet their sales goals. In addition, I reached out to other sales experts to hear what they had to say about setting and meeting revenue goals so you can take home some best practices from their experience. Relying upon seller opinions when grading pipeline health.

Meeting 66

Meeting Pipeline Quota Sales 66

Heinz Marketing

MARCH 7, 2025

By Carly Bauer , Marketing Consultant at Heinz Marketing A well-structured demand generation strategy is the backbone of consistent pipeline growth. out of 5), according to Heinz Marketings recent Predictable Pipeline Benchmarking analysis. Leverage closed-loop analytics to understand the full customer journey from ad to conversion.

Pipeline 96

Pipeline Growth A/B testing Campaign 96

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….

Pipeline 195

Pipeline Technology Technology Cross-sell 195

Partners in Excellence

DECEMBER 31, 2024

” It’s a very customer centric approach in launching new products. Intensely Customer Centric: It’s success is based on the focus on the value to the customer, how they respond to the product, and what they learn from the customer in their use of the product. pipeline coverage.

Minimum Viable Product 127

Minimum Viable Product Pipeline GTM Drivers/motivators 127

Partners in Excellence

JUNE 23, 2025

As revenue operators, our job is to find and close customers. Whether it’s net new customers, retention/renewal, expansion. Even when we claim to be customer centric, too often, we organize our GTM motions and measure our success in ways that make customers collateral damage, or worse, a means to our ends.

GTM 71

GTM Customers Pipeline Trust 71

Partners in Excellence

JANUARY 2, 2025

We script every conversation, yet the customers we are engaging don’t have the same script. Customer engagement plummets. We assign number of dials, outreaches, meetings per day. Yet, our customers don’t want to talk to us. Yet our pipelines are increasingly unhealthy. People are more disengaged.

Pipeline 127

Pipeline Government Education Conversion 127

Martech

OCTOBER 21, 2024

Customer success is scrambling to find reference customers for panels. But this time, we tried something new: nine months out, we gathered every team — from field marketing and web to PR, community and customer success. Customer success mined quarterly business reviews (QBRs) for speakers. The result?

Strategize 119

Strategize Angle Territory Sports 119

Martech

SEPTEMBER 20, 2024

” Jason’s mission is clear: Lead the company through the final stage of go-to-market maturity, platform-market fit, where integrated solutions drive customer value and position the company for long-term growth. Platform-market fit is about scaling, improving execution and tracking key metrics by customer groups.

GTM 114

GTM Product Cross-sell Profit margin 114

Veloxy

OCTOBER 22, 2024

In sales, this means AI doesn’t just take a snapshot of your customer base and stop there. It continuously refines its predictions, analyzing: New data Customer behaviors Market trends The more data it processes , the smarter it becomes, helping your sales team zero in on the leads that matter most. Let’s talk tools.

Prospecting 130

Prospecting Technique Pipeline Sales 130

Veloxy

FEBRUARY 12, 2025

Our customers tell me how our 360 degree customer view eliminates the need to switch between different platforms. The automated activity capture for emails and events creates a single source of truth for all customer interactions. Without doubt, Gong’s integration capabilities with existing tech stacks make it special.

Product 130

Product CRM Price Objectives and Key Results 130

Partners in Excellence

DECEMBER 9, 2024

As you know, I participate in 100s of pipeline and deal reviews every year. One of my standard queries focuses on pipeline quality. ” The responses are, “Well they are talking to us, we are having interesting meetings. Why would they be meeting with us if they weren’t serious?”

Pipeline 117

Pipeline Prospecting Conversion Meeting 117

SaaStr

JUNE 22, 2025

Master the Product and ICP (Ideal Customer Profile) You need to know the product inside and out — before you start. Why do customers care? Spend time with the product team, sit in on customer calls, and learn the top 10 objections and how to handle them. Who are your best-fit customers? What problems does it solve?

Pipeline 84

Pipeline Up-sell Start-ups Sales 84

Partners in Excellence

JUNE 19, 2025

What this project shows is “Time to customer acumen is amazingly short–and simple!” Yeah, you know I’m a broken record on customer, problem, business, and financial acumen. I bore you with ideas and data showing how developing and implementing these skills is critical in driving our customer relationships and trust.

Customers 62

Customers Manufacturing Up-sell Conversion 62

Veloxy

JANUARY 7, 2025

This is the foundation of your sales management, outlining the progression from prospect to customer. A sales cycle is the process your sales team goes through in order to close a sale with a customer. Every stage reflects adistinct interaction level between your team and the customer. What is a Sales Cycle?

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Partners in Excellence

SEPTEMBER 20, 2024

If you are a manager, sit down, swallow hard, ask yourself this question: “Do your people actually look forward to meeting with you?” ” Perhaps ask yourself, “Do you look forward to meeting with your manager?” ” Alternatively, “Do they look forward to taking you on a customer call?”

Meeting 139

Meeting Pipeline Drivers/motivators Gaming 139

Partners in Excellence

JANUARY 23, 2025

We become obsessed with forecasts, pipelines, and their health. How many emails, how many calls, how many meetings, how many demos how many proposals, how many bathroom breaks……… And the gurus reinforce and intensify this. On the customer side, we see increasing No Decision Made. They shift their priorities.

Gaming 123

Gaming Up-sell Quota Pitch 123

Iannarino

MARCH 6, 2023

B2B salespeople need to create a pipeline of new opportunities to achieve their goals. To do this, the salesperson will need to contact potential customers over time, identifying and scheduling a first meeting with potential buyers.

Prospecting 294

Prospecting Pipeline Contact B2B 294

Partners in Excellence

JULY 19, 2024

More marketing programs, more outreach, higher levels of activity, more pipeline, and on and on. We focus on the things we do, losing sight of our customers. In too many conversations, the customer becomes an abstraction. The customer is a market group, an industry segment. Sometimes, the customer becomes an enterprise.

Customers 143

Customers GTM Meeting Technique 143

Martech

NOVEMBER 1, 2024

As customer acquisition costs climb and economic pressures mount, B2B companies must look beyond the classic approach to chasing new accounts. Account-based expansion — targeting growth within existing customer accounts — could be the key to sustainable growth, faster sales cycles and lower acquisition costs.

Growth 137

Growth GTM B2B Strategize 137

Sales Pop!

FEBRUARY 17, 2022

Software publishers and customers alike are constantly optimizing and making their processes better. Compare that to our product Pipeliner CRM. In the last year, we made a couple of thousand changes to Pipeliner CRM! We are already starting the customer on the service journey. Constant Changes.

CRM 246

CRM Pipeline Launch Start-ups 246

Veloxy

DECEMBER 9, 2024

You’ve invested in Salesforce , hoping to streamline your sales process, improve customer relationships, and more. Customize the interface to fit your sales process. For instance, are you focused on increasing lead conversion, shortening sales cycles, or improving customer retention? Bureau of Labor Statistics.

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

Martech

NOVEMBER 6, 2024

Get instant pipeline insights with the mobile lead summary widget. Deliver in-app customer support with mobile chat SDK. Flexible editing with drag-and-drop areas in custom email templates. Let’s recap the biggest HubSpot updates for October 2024. Simplify future charges with stored payment methods in Commerce Hub.

Objectives and Key Results 119

Objectives and Key Results CRM Contact Pipeline 119

Martech

JULY 10, 2024

To meet these demands, organizations are turning to modular content. Learn how this approach supports a comprehensive channel strategy that aligns with brand objectives, addresses consumer needs and optimizes the content pipeline. Components can then be combined to create customized experiences with minimal new content creation.

Government 117

Government Legal Pipeline Technology 117

Martech

AUGUST 22, 2024

A new customer relationship management (CRM) platform is a big change for any organization, as well as for the people tasked with using the new system. For instance, everybody has to be clear on customer goals so that CRM operations can be set up the right way. That means also being clear on each stage of the sales pipeline.

CRM 124

CRM Customer Relationship Management Relationship Management Follow-up 124

Partners in Excellence

JANUARY 16, 2025

In selling, there is no end to the tools that claim to provide coaching, performance reporting tools, conversational intelligence, role play tools, social selling, prospecting/customer engagement, negotiation, objection handling, closing, time management. Perhaps we ask them for ideas, to research a customer, plan a call/meeting.

Objectives and Key Results 125

Objectives and Key Results Objection handling GTM Pipeline 125

Sales Gravy

OCTOBER 29, 2024

Results in prospecting don’t happen overnight; staying consistent over time is key to building a strong pipeline and generating lasting success. – A multi-channel outreach approach—integrating phone, email, and social media—reaches a wider audience and meets prospects where they are.

Appointment 96

Appointment Negotiate Sales Represent 96

Partners in Excellence

JANUARY 24, 2025

We have endless dashboards, showing what’s happening in every part of the organization, every customer interaction, over whatever time periods one wants. Forecast performance against plan (his team has 92% forecast accuracy), Pipeline health, Completed committed tasks (as a %), New committed tasks to be completed.

High impact 112

High impact Pipeline Inside sales Quota 112

Understanding the Sales Force

MARCH 31, 2025

We all get these spammy emails and LinkedIn messages on a daily basis which promise more meetings, more customers, an increase in revenue, and success like we’ve never seen before. Even the people who provide the services promising inbound leads, meetings, and sales increases are struggling to generate inbound leads!

Pipeline 77

Pipeline Cold Call Click Through Rate Territory 77

Veloxy

SEPTEMBER 29, 2021

How are you expected to deliver Salesforce ROI to the C-Suite if your sales team is spending most of their time on data entry, manual pipeline management, and Salesforce minutia— that is to say if they’re even using Salesforce at all. Does skimming the surface of customers’ information grant any worthwhile insights?

Territory 342

Territory Represent Sales Lead generation 342

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. What does it mean?

CRM 246

CRM Pipeline Technology Technology 246

Martech

JULY 17, 2024

Scaling has become complex, with rising targets and an unclear ideal customer profile. As performance becomes harder to predict, Emma is caught in a whirlwind of soaring CPAs, long “gap-close meetings,” and the desperate need to meet ever-higher quotas.

GTM 103

GTM Product Strategize Drivers/motivators 103

Sales Hacker

MAY 7, 2025

The GTM Podcast is available on any major directory, including: Apple Podcasts Spotify YouTube Marcy Campbell is the Chief Revenue Officer at AppFolio, where she leads sales and client services with a focus on delivering unified, end-to-end customer experiences. Why customer experience is a competitive differentiator in vertical SaaS.

GTM 80

GTM Engineering Customers Cross-sell 80

Partners in Excellence

DECEMBER 11, 2024

Then, we might have had some pipeline reports and manually generated activity reports, and they were seldom in real time. We can track where our customers/prospects are poking their noses on our websites, even other areas they are researching. I reflect back to the “old days,” imagine the stone ages of 10 years ago.

Pipeline 118

Pipeline Gaming Presentation Follow-up 118