Veloxy

JUNE 20, 2024

Did you know that using mobile CRM apps can boost sales productivity by 14.6% ? Today I’m breaking down my top recommendations for the best mobile CRM apps. I’ll look into how these mobile CRM tools can streamline your sales processes, enhance customer interactions, and ultimately drive higher sales efficiency.

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CRM Product Sales Pipeline 246

Sales Pop!

AUGUST 20, 2021

Within a CRM, a pipeline represents a sales or other type of process. Pipeliner CRM was the first CRM to enable multiple pipelines within CRM. In this series, we’ve been discussing the functions of a different type of CRM administrator, called the architect administrator. Activities.

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Pipeline CRM Negotiate Follow-up 195

Veloxy

OCTOBER 22, 2024

Start for free The Role of AI in Sales Strategy As someone who’s spent years working closely with sales teams, I’ve seen firsthand how time-consuming and inconsistent traditional sales methods can be. With traditional methods, it’s easy to focus on the wrong ones, wasting time on leads that will never close.

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Prospecting Technique Pipeline Sales 130

Sales Pop!

JULY 11, 2024

Pipeliner CRM is a powerful tool designed to support data-driven selling, providing sales teams with the insights and capabilities they need to excel. This approach relies heavily on data collection, analysis, and application to optimize every stage of the sales process—from prospecting to closing deals.

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CRM Pipeline Sell Represent 130

Veloxy

JANUARY 7, 2025

The quicker you can close a deal, the faster you can move on to the next one. It can help you close deals faster, increase your sales volume, and improve your bottom line. A sales cycle is the process your sales team goes through in order to close a sale with a customer. Closing: Locking in the sale and getting commitment.

Objectives and Key Results 130

Objectives and Key Results Negotiate CRM Sales 130

Martech

AUGUST 12, 2024

Status: Public Beta Applicable HubSpot Hubs: All Hubs Applicable HubSpot Tiers: All Tiers Centralize sales tasks with the new Sales Workspace What’s new: The Prospecting Workspace is evolving to become the Sales Workspace, allowing salespeople to manage both pipeline building and deal closing from one centralized location.

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CRM Pipeline Contact Conversion 118

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….

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Pipeline Technology Technology Cross-sell 195

Sales Pop!

MARCH 23, 2023

When it comes to managing your sales process, two of the most popular tools on the market are Pipeliner CRM and HubSpot Sales Hub. Pipeliner CRM Features Pipeliner CRM is a sales management tool designed to provide a complete view of the sales pipeline, from prospecting to closing.

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CRM Pipeline E-commerce Sales 130

Sales Pop!

MARCH 11, 2023

Pipeliner is the only CRM solution to allow a company complete flexibility in adapting its sales process to CRM and to allow a company’s sales process to be rendered in seven different completely visual views. We have also made implementing this feature very easy for a CRM administrator.

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CRM Pipeline Process Sales 130

Adaptive Business Services

DECEMBER 18, 2024

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?

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CRM Pipeline Contact Represent 71

Sales Gravy

JANUARY 14, 2025

Choosing the Right CRM: Beware of Overkill Eric also mentioned his teams struggle with an outdated CRM thats not built for strong tracking. For smaller teams (like Erics with just two salespeople), adopting a massive enterprise CRM can be overkill. Choose a CRM that matches your current size and selling process.

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Appointment Cross-sell CRM Pipeline 98

Partners in Excellence

FEBRUARY 12, 2025

But they were still struggling to make their numbers and fill their pipelines. And despite doing this, why were they struggling to maintain healthy pipelines? As I dove in, I discovered the sellers were not entering opportunities into the pipeline until they were actually in the contract negotiation stage. It is human nature.

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Gaming Contract Pipeline CRM 121

Sales Pop!

OCTOBER 27, 2020

At the very heart of running a sales, pipeline is opportunity management. This means knowing the various stages that your opportunities pass through, from lead all the way to close. Pipeliner CRM is flexible enough that you can instantly make such sales process changes when needed, and it requires very little training.

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CRM Appointment Pipeline Quota 145

Heinz Marketing

SEPTEMBER 29, 2024

CRM Integration: Clay seamlessly integrates with popular CRM systems like Salesforce, HubSpot, and Pipedrive. This means that enriched data can be automatically synced with your CRM, enabling you to keep your sales pipeline updated without manual entry.

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CRM Pipeline Prospecting Strategize 96

Veloxy

DECEMBER 9, 2024

Implement strict data entry standards and regular audits to keep your CRM clean and reliable. Show your team how these features can do the following: Save time with AI for sales Close deals faster Improve their performance The more value they see, the more they’ll use it. How does it help them close more deals?

Objectives and Key Results 130

Objectives and Key Results Negotiate Outside Sales Follow-up 130

Adaptive Business Services

OCTOBER 23, 2024

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. Here’s how!

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CRM Prospecting Contact Follow-up 62

Heinz Marketing

SEPTEMBER 24, 2024

AI Solution : Tools like Troops and Dooly automate data entry, syncing information between CRM systems and communication platforms. Dooly automates the process of updating CRM records by syncing notes from sales calls and meetings. SDRs may forget to log calls or meetings, leading to incomplete records and missed follow-ups.

Objectives and Key Results 104

Objectives and Key Results GTM CRM Follow-up 104

Veloxy

JULY 14, 2022

What is your closing ratio? Your closing ratio (or close rate) measures your overall sales efficiency. It’s calculated by dividing the number of sales you’ve closed by the number of leads or opportunities in your pipeline (and multiplying that by 100 to generate a percent). Imagine you have a 20% close rate.

Outside Sales 200

Outside Sales Closing Sales Trust 200

Search Engine Land

AUGUST 14, 2024

Qualifying leads for ad platforms using CRM data. CRM or other database Everything you do in lead gen revolves around generating inbound queries. Something like a reCAPTCHA will drastically reduce the number of bots and spammers who end up in your CRM. Connect your CRM. Recreate your sales pipeline.

CRM 116

CRM Campaign Niche Negotiate 116

Sales Pop!

DECEMBER 2, 2022

The rapid road to a closed sale is only through revenue intelligence. Revenue intelligence contains all that is required for your sales leadership to create accurate quotas and forecasts, and for your team’s pipeline management. Activities are connected to the pipeline, leads, and upsells. Look No Further. Historical Data.

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Quota Pipeline CRM Closing 227

Sales Pop!

FEBRUARY 16, 2023

As a team of experienced professionals, we understand the importance of having a customer relationship management (CRM) system that meets the needs of modern businesses. There are many CRM solutions available in the market, but we believe that none come close to the functionality and features provided by Pipeliner CRM.

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CRM Pipeline Sales Customer Relationship Management 130

Veloxy

AUGUST 6, 2021

For sales representatives, there’s nothing more attractive than closing calls. Unfortunately, closing calls depend on who you’re selling to and could take you tens of hours. This will keep you focused on leads you can actually help and strengthen the pipeline as well. 6: Close the Deal.

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Cold Call Pipeline Prospecting Follow-up 328

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.

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CRM Pipeline Technology Technology 232

Sales Pop!

DECEMBER 10, 2022

Because Pipeliner allows companies to have more than one pipeline in CRM (as companies naturally have multiple processes), you can specify the pipeline to which this target will apply. A third data type that has never been seen in CRM is working time. From the Pipeline View. How much sick time?

CRM 130

CRM Pipeline Sales Quota 130

Martech

NOVEMBER 6, 2024

Get instant pipeline insights with the mobile lead summary widget. Updated CRM object merge behavior to be aware of. How it helps you This update improves the mobile prospecting experience by giving sales reps a quick overview of their pipeline and highlighting the number of leads at each stage.

Objectives and Key Results 113

Objectives and Key Results CRM Contact Pipeline 113

Salesmate

OCTOBER 15, 2020

A dried-up sales pipeline is an unpleasant sight that most sales reps dread. Several sales managers and reps are aware of the buzzword “sales pipeline”. Sadly without a healthy pipeline achieving sales goals becomes a more challenging task. Gaining control over the sales pipeline can make goal attainment a stress-free process.

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Pipeline Negotiate Appointment Sales 143

Sales Pop!

FEBRUARY 6, 2023

What should a powerful CRM consist of, and how should it operate? As we move into our ever-changing technological future, it becomes clear that CRM has become vital as the virtual engine of an enterprise, the heartbeat of your business. However, one thing that a truly robust CRM is not is a platform.

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CRM Engineering Manufacturing X-functional 130

Sales Pop!

APRIL 10, 2022

Because of the sheer number of features we are regularly releasing (more than any other vendor in our space), we haven’t had the chance to spotlight two very powerful new features that came out with the last Pipeliner CRM release. The more that Pipeliner provides flexibility, the more we provide potential preferences for users.

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Pipeline CRM Account management Contact 222

Veloxy

JUNE 17, 2021

It analyzes exactly how fast deals are moving through your pipeline and generating revenue. To calculate your company’s sales velocity, start by separating small, mid-market and enterprise pipelines as defined by your organizations nuance of what constitutes each of the segments. What is Sales Velocity? Calculating Sales Velocity.

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Pipeline Non-Profits Sales Quota 306

Sales Pop!

JUNE 23, 2023

One factor differentiating Pipeliner CRM from our competitors—especially high-end systems such as Salesforce, Microsoft Dynamics, and Oracle NetSuite—is that we have taken the incredible complexity involved with a CRM application and made it simple for the user. A CRM solution is quite complex.

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Technology Technology Pipeline CRM 237

Partners in Excellence

JULY 19, 2021

I get into a lot of conversations about forecasts and pipelines. The single question we answer in assessing the pipeline is, “Are we pursuing enough high quality/qualified opportunities to achieve our goals?” The healthy pipeline metrics are different for each person. The pipeline and forecast are important.

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Pipeline CRM Closing Start-ups 139

Sales Pop!

MAY 30, 2023

Success in today’s fast-paced and fiercely competitive company environment depends on having a strong sales CRM and lead management system. You may automate monotonous operations, keep track of prospects, and gain useful insights into your sales success with the aid of a solid CRM.

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CRM Objectives and Key Results Pipeline Contact 130

Veloxy

SEPTEMBER 29, 2021

This is a conundrum for most sales managers, as sales productivity is one of the common selling points of the Salesforce CRM platform. Timesinks Waste Sales Reps’ Potential In sales, nothing matters as much as prospecting and closing. Salesforce: A Brief Overview Salesforce is a premium CRM platform. Why waste that value?

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Territory Represent Sales Lead generation 342

Veloxy

AUGUST 10, 2021

Although sellers hate entering data into a CRM, it’s essential if you want to prioritize and forecast. 5: Simplifying Pipeline Management. Thanks to machine learning and AI, teams can cut down the admin time spend by AEs and SDRs on managing pipelines. Read more on How Technology Helps in Pipeline Management.

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Process Sales Technique Pipeline 328

Adaptive Business Services

MAY 3, 2023

The only numbers that I was ever interested in were … How much is in my/our pipeline? What was my/our closing ratio? Working with folks on Nimble CRM, I run into both types of people. If their sales are low is it because they are not making the calls, they struggle in the sales process, or they just can’t close a deal?

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CRM Pipeline Consult Business Services 122

Veloxy

SEPTEMBER 22, 2022

These are: Automating Non-Selling Activity Lead Prioritization Mobile CRM Let’s walk through each of these in detail, and explain how you can enable them in only 24 hours. Typically tied to your CRM, non-selling activities include data entry, admin tasks, manually prioritizing leads, generating quotes, and more. 3: Mobile CRM.

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CRM Quota Sales Pipeline 262

Sales Nexus

OCTOBER 12, 2021

With the online CRM solutions available today, you can integrate your sales and marketing strategies to nurture your leads. Learn how to connect with your customers, take them through your sales funnel, nurture your leads, and optimize your digital marketing investments with a reliable online CRM solution. Listen to the Podcast here!

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CRM Campaign B2B Pipeline 118