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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. In the last two weeks alone, I received several phone calls from people claiming to be Amazon representatives, informing me that my credit card had been used to purchase an iPhone 13. Risk Assessment.

CRM 244
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The small B2B marketing team’s guide to ABM

Martech

However, if adding another marketing technology solution isn’t feasible within your current budget, focus on prioritizing account and contact targeting on LinkedIn and using customer match targeting in Google Ads. Examples include key blog posts, industry reports or guides that help contacts better understand their pain points.

B2B 114
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AI Tasks and Tools for SDR Success

Heinz Marketing

By Sarah Threet , Marketing Consultant at Heinz Marketing In a fast-paced sales environment, Sales Development Representatives (SDRs) face the constant challenge of balancing high-volume outreach with personalized engagement. ZoomInfo provides detailed information about leads, including company size, recent news, and executive contacts.

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The Sales Manager’s Guide to Salesforce Automation

Veloxy

Salesforce Adoption Pain Point #1 : Sales representatives report spending 66% of their day performing tedious, non-selling activity in Salesforce. Ideally, a sales representative can update the program in real-time, from wherever they are. So, representatives scrutinize platforms’ security measures.

Territory 342
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Why Salesforce Adoption Fails and How to Fix It

Veloxy

Be a Model Outside Sales Representative As a CEO or Sales Executive, your team looks to you for guidance. For instance, if lead conversion is a priority, customize dashboards to provide real-time visibility into pipeline stages and conversion metrics. If so, don’t wait to reach out to a field sales representative.

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How the Atlas Reasoning Engine Powers Agentforce

Salesforce

Agentforce represents a quantum leap in AI automation for customer service, sales, marketing, commerce, and more. Imagine researching a company or a product online using web search, and combining that with internal knowledge about the company’s rules and policies, and then taking an action in the form of an email summary to a contact.

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Pipelines, A Tutorial

Partners in Excellence

Recently, a reader wrote, asking a lot of questions about pipelines–what are they, why are they important, how do we leverage them, and so forth. For example, I know of very few sales training programs that teach pipeline concepts (we’ve been doing this for the past 30 years). So strap in… What is the pipeline?

Pipeline 133