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Understanding Why Sales Teams Prioritize Prospective Client Qualification

Iannarino

You want your sales team to qualify prospective clients. You don’t want them to pursue prospects not likely to buy from your sales team. Yet, the ridiculous amount of pipeline you require makes it easy to add an opportunity with nothing more than a first meeting.

Clients 293
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A Manifesto

Iannarino

We reject the old and outdated sales approaches that are still being used by many sales organizations and their sales teams-as they are no longer effective in the third decade of the 21st Century. We reject the idea that more is the way to improve sales results. cta_one]]

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Overall Pipeliner Data Security Management

Sales Pop!

Here are answers to specific questions many have about data security in Pipeliner CRM. In Pipeliner, data access can be limited based on numerous factors such as types of users, groups, permissions or data elements. There are no fields or features in our standard data model that are not configurable by the client.

Pipeline 227
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Resolve Client Concerns with BOFU Sales Collateral

Iannarino

For example, we fill a pipeline , while they have a funnel. One reason marketers and salespeople have trouble communicating is because we speak different languages. We name things in a way that makes sense, like first meeting , discovery call , solution design , and so on.

Clients 260
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Pipeliner Security: Why AWS?

Sales Pop!

At Pipeliner, we chose to go with AWS over a decade ago and have remained with them ever since. Continuing in our series on Pipeliner CRM security, here is our path and reasoning. Data Segregation Between Clients AWS has a protocol whereby customer data is highly secure and separated, following the ISO 27001 security standard.

Pipeline 239
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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. For Pipeliner, we have chosen a very safe environment with Amazon Web Services (AWS). Your data must be wholly segregated between clients and, as we noted above, between geographical areas.

CRM 244
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Pipeliner Concepts—Common Lists

Sales Pop!

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. The Common Lists include elements relating to account hierarchy, sales roles, contact relations and account relations. Sales Roles.

Pipeline 220