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Pipeliner Customers: Why Should You Integrate Email in Pipeliner RIGHT NOW

Sales Pop!

We’ve seen that many customers have not taken advantage of Pipeliner’s powerful email integration features. I compare not using Pipeliner’s email integration to not using the navigation feature in your car. Today integrating email within Pipeliner CRM is easier than ever. Appointment scheduler. Email Tracking.

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New! Powerful Pipeliner CRM Document Management

Sales Pop!

Introducing Pipeliner CRM’s new Document Management! Ours is, of course, embedded right within Pipeliner CRM , and like other Pipeliner features, is the most flexible and easy to use available. These are various documents that have specific uses, such as with a particular customer or type of customer. The post New!

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How to Get New Sales Reps Cold Calling and Building Pipe Faster (Ask Jeb)

Sales Gravy

Gaius, who runs an insurance brokerage in Ohio wants to know how to get his new sales agents cold calling and building pipeline earlier in their training cycle, without making them feel overwhelmed and sabotaging their confidence. Over time, theyll rely less on help but theyre still building pipeline from Day One. What do I do?

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Benefits of Effective Customer Relationship Management (CRM)

Sales Pop!

It’s essential to stay relevant, provide the most up-to-date service, and ensure effective management of customer databases to establish higher customer retention. Undoubtedly, that can only come from sustaining customers. Get to Know Your Customers. Increased Retention of Customers.

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Introducing Custom Entities (Objects) for Pipeliner CRM

Sales Pop!

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.

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CRM Adoption and The Pipeliner Difference

Sales Pop!

For our final article in the series on CRM adoption, let’s take a detailed look at the difference Pipeliner CRM makes. The Development Difference This is why we at Pipeliner have focused on assembling the most advanced, complete, productive and efficient development team, and why we program more than any of our competitors.

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Outbound Strategies for Authentic Sales Success feat. Mark Hunter

Sales Gravy

Results in prospecting don’t happen overnight; staying consistent over time is key to building a strong pipeline and generating lasting success. – Handling multiple Ideal Customer Profiles (ICPs) is doable by creating tailored strategies, specific value propositions, and allowing focused time blocks for each profile.