pipeliner onboarding-the-infinity-approach 
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. But one basic reason is a lack of clear processes.
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. Since we have created the API Interfaces and Webhooks there is no longer a single software setup and onboarding—it is a series of iterations.
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. Onboarding has Changed. These and other innovations have meant that application onboarding is not what it used to be: purchase, one-time setup and onboarding, training, and then that was it.
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