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New! Powerful Pipeliner CRM Document Management

Pipeliner

Every company generally has endless documents associated with CRM—for opportunities, for particular sales process stages, and other uses. There are many different types of documents as well. Introducing Pipeliner CRM’s new Document Management! Particular document access would depend on user rights. Two Main Types.

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Invoice vs. billing: Synonyms or distinct document types?

PandaDoc

Essentially, both documents are: Created to show proof of payment request. So, it’s established that in the Venn diagram of payment-related documents, invoices and bills merge together in many ways. These documents are usually sent when a project has been completed, a milestone has been achieved, or at timely intervals (e.g.,

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What Google Might Know about Hiring Salespeople

Understanding the Sales Force

Understanding the Sales Force by Dave Kurlan The NY Times posted a story on June 20 about Google, their recruiting efforts, and big data. One part they often disagree with is that too many clients require that their salespeople have a college degree and that''s where the NY Times and Google article comes in.

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Simple Content Organizer for Sending documents, video and links to Prospects

SBI

The problem is that the files are scattered over multiple storage systems like Dropbox or Google Drive, or different folders on your own pc, and some aren’t files at all but rather actual website URLs like your home page or product page. Sharing information like sales collateral, pricing, and proposals is something you do all day every day.

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7 Must-Have Automated Documents for Sales Success

Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success. Companies are increasingly implementing technology to bring efficiency to their workforce.

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Using a Google Sheets CRM template: the pros and cons

Close.io

Maybe you’ve already started working with a Google Sheets CRM template, like the one we just released last week: SalesTable. But while it’s true that a Google Sheets CRM template can be advantageous for small businesses or entrepreneurs, there are also some serious downsides that you’ll need to consider. It’s time to go digital.

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How to use Google Sheets as a CRM: 5 easy steps to sales success

Close.io

We’re going to show you how to use Google Sheets as a CRM in just five easy steps. Here are 5 easy steps to start using Google Sheets as a CRM. Make sure a Google Sheets CRM is right for you. Make sure a Google Sheets CRM is right for you. To start, access our Google Sheets CRM template if you haven’t already.

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