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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. I am constantly amazed at the sheer number of emails I receive every week, offering me customer data from my CRM competitors. We will be taking up each of these topics in detail.

CRM 245
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Why B2B CMOs are frustrated with ABM platforms

Martech

Talk to CMOs who have used these platforms for at least nine months, and you’ll often see steam start to blow from their ears like a train whistle. These teams need to align from the start and understand how platforms work. Marketers are expected to set up, integrate and manage the system themselves. Sounds great, right?

B2B 125
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Gaming The Numbers

Partners in Excellence

The leader held this individual up as a high performer. But when I started looking at the performance, I realized, despite consistently meeting the goals, the number of qualified leads this person was developing was about the same as his peers. ” I started listening to the calls this SDR was making.

Gaming 121
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The Only Two OKRs for Sales

Iannarino

The Gist: Sales is made up of two parts: Opportunity Creation and Opportunity Capture. Sales starts by scheduling meetings with your target clients (prospects) to engage with them about some better result you believe you can help them achieve. You might need to start with a different number. Key Result Three: Signed contracts.

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5 ways to crush sales bottlenecks and accelerate deals in 2025

Martech

Because no one knows whos supposed to follow up, the lead just sits there. The fix Automate lead assignment in your CRM (think HubSpot, Salesforce or whatever youre using). ” These unanswered doubts can stall or even kill a deal before it really gets started. Trends and questions change, so your materials need to keep up.

CRM 119
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Top 27 Small Business Tools to Boost Productivity

Salesforce

Let’s say you start your workday by checking your email and going over your sales stats. By automating routine tasks such as invoicing, inventory management, and email marketing, businesses can reduce their teams’ time and effort, freeing up their days for more important tasks like strategy and selling. Back to top.)

Product 82
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How the Atlas Reasoning Engine Powers Agentforce

Salesforce

Get started The evolution from Einstein Copilot to Agentforce Earlier this year we released Einstein Copilot, which has now evolved into an Agentforce Agent for customer relationship management (CRM). Now, users can ask for clarifications and ask follow-up questions to prior outputs, leading to an overall higher goal-fulfillment rate.