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How to Explore Data within Pipeliner Pivot Table Reports


Pipeliner CRM gives you the ability to create Pivot Table Reports. Pivot Reports are easily accessed and easy to configure over Pipeliner CRM Management Sales Reports cockpit. With the latest Pipeliner CRM release, you can easily find more details about each “cell” within the pivot report. What are Pivot Table […]. Tips and Tricks

Your Pivot Point and Your Breakthrough

The Sales Blog

Your Pivot Point and Your Breakthrough is a post from: The Sales Blog | S. If you want breakout results, you have to find your pivot point, that point where you change and your results go straight up from there. The fastest way to get to your pivot point is to hit rock bottom. When you finally can’t take it anymore, when the failure to produce some result suddenly overwhelms you with unbearable pain, you’re ready to pivot. You can pivot from there. What about the people that you know that pivot and produce breakthrough results without ever hitting rock bottom?

My Three Words for 2014

The Sales Blog

Pivot : To pivot means to shift directions. Pivot is my first word for 2014. Success frameworks how to pivot margin pivot what is margin My Three Words for 2014 is a post from: The Sales Blog | S. Anthony Iannarino. Last year I chose the words platform, lean, and tribes  around which to frame all of my goals and disciplines. and I am still learning). Sales 3.0

Medical device sales – sales managers play a pivotal role for sales productivity

Sales Training Connection

There is little doubt that the front-line sales manager is the pivotal job for building a superior sales team.  Medical device sales and sales managers. These shifts mean medical device companies must re-address their value propositions and adapt how they sell. The cornerstone for making the adjustment will be the front-line sales manager.  Get serious about sales training and development.

Dynamic Reports with Pipeliner CRM Pivot Tables


You no longer need to export your data from CRM to generate dynamic pivot table reports! With the Pipeliner CRM reporting feature and its profile settings you can predefine opportunity filters, sorting, and display options based on sales roles to quickly generate the pivot table reports you need. Give you more freedom of choice and [.] Tips and Tricks

6 tips to help sales managers take over a new sales team

Sales Training Connection

Front-line sales managers are the pivotal job for building and sustaining sales success. Managing A New SaleTeam. How can new sales managers get a good start when taking over a new sales team? This infographic shares 6 tips. Technorati Tags: front-line managers , managing new sales teams , sales coaching , sales management , sales managers , sales training.

12 Reasons Your Sales Results Are Plummeting

Sales and Marketing

By pivoting quickly and making a few key changes to your team and its process, you’ll see a boost to your sales. By pivoting quickly and making a few key changes to your team and its process, you’ll see a boost to your sales. Issue Date: 2014-07-16. Author: Zorian Rotenberg, InsightSquared. read more

Building sales management excellence: 12 questions for getting it right

Sales Training Connection

The message is: to achieve success, managers must learn to pivot – that is do something different rather than just getting better at doing what they are doing. Sales Management Excellence. Herminia Ibaraan, an INSEAD professor, published a provocative book arguing that in today’s market if you desire to get better at management you must venture outside your comfort zone.  under-achievers?

Retail Plays Pivotal Role in the November Election

The 1to1 Media Blog

With Election Day less than one week away, citizens all across the nation are doing their best to familiarize themselves with the issues and determine where the candidates truly stand. For much of America, jobs are the most important talking point on the agenda, and for the National Retail Federation (NRF), this means helping the 42 million retail workers across the country stay informed on the topics that pertain to their livelihood. There’s more… To read the rest of this blog posting click here or visit

Sales middle managers – what motivates them the most?

Sales Training Connection

Although these responsibilities often are perceived as bureaucratic, routine and less than glamorous, they are pivotal for bring innovation to life. Although all of this was not related specifically to front-line sales managers , we thought the tale was right on the money for that pivotal job.  Sales Middle Managers. So getting middle management right is a big deal for every company. 

Salespeople – lesson from entrepreneurs – An STC Classic

Sales Training Connection

Taking this challenge seriously was reinforced in an article about successful technology entrepreneurs and a concept called – Pivoting. Enter the idea of pivoting – starting something, quickly determining whether it is working or it isn’t and leveraging the ideas learned to develop alternative approaches. A Classic – ’63 Corvette. 2015 Sales Momentum, LLC.

Medical sales training – something different vs. more of the same

Sales Training Connection

Lesson 4 – Spotlight the Pivotal Job.  The front-line sales manager is the pivotal job for driving the success of any sales transformation effort. Medical sales training. From time to time entire industries go through dramatic changes driven by forces that are disruptive in scope and scale. Today the healthcare industry is a prime example. Lesson 1 – Understand the Difference. 

Sales Advice from Hannibal Lecter

The Sales Heretic

And he was an expert at divining human motivation, as evidenced in a pivotal scene in [.]. Hannibal Lecter would have made a great salesperson. And by that, I don’t mean that he’d eat the competition for lunch. The cannibalistic psychiatrist in The Silence of the Lambs understood that people’s actions are a result of their motivation. Sales motivation needs product prospect service

3 Customer Experience Predictions - Think customers: The 1to1 Blog

The 1to1 Media Blog

2011 was a pivotal year for the field of customer experience. 2011 was a pivotal year for the field of customer experience. 1to1 Magazine. Issues. Weekly Digest. Meet the Editors. 1to1 Awards. Customer Champions. Advertise. Content Channels. Customer Experience. Customer Loyalty. Customer Service. Customer Strategy. Data Analytics. Emerging Trends. Employee Engagement. Executive Profiles. Marketing. Mobile Marketing. Sales Effectiveness. Social Media. Voice Of The Customer. Web Exclusives. The 1to1 Blog. Strategy Speaks Blog. Champion Blog. Web Exclusive Articles. RSS Feeds.

Sales management – balancing micromanaging and abandoning

Sales Training Connection

Recalibrate for pivotal events.  From time to time pivotal, trigger events occur which represent new challenges – just doing more of the same won’t work – such as:  launching a new product, shifting from selling individual products to selling an integrated solution or just after a merger or acquisition. But swinging to the other side of the pendulum isn’t the right answer either.

Four Steps to Successfully Bringing Products to Market

Sales Benchmark Index

As the marketing leader, you play a pivotal role in bringing the new offering to market. As the marketing leader, you play a pivotal role in bringing the new offering to market. Six months ago your company launched a new product. It didn’t produce the expected results. The buzz around the water cooler is that marketing botched it from the get-go. The sales team didn’t have a chance.

Sales productivity – the era of the absence of change is over

Sales Training Connection

Focus on the pivotal job first – the front-line sales manager.  It is difficult to change everything and everyone all at once.  It makes sense to identify and focus first on the pivotal jobs.  Sales Simulations. In most markets, customers are significantly changing how they do business. Instead the new normal is more likely to be continuous change – not the absence of change.

An Unexpected Trait of The Truly Successful

A Sales Guy

She was in constant execution pivot mode. Learning is what allows us to pivot. I was talking to a young entrepreneur earlier today. We were talking about the progress she was making in her business. She’s killing it. Her most recent “big” win was a deal with the Red Sox. As we were talking, I couldn’t help but notice a very common theme in her dialog.

Don't Let a Change in Strategy Disrupt Q1 Sales

Sales Benchmark Index

Agile sales forces are able to pivot quickly as changes are presented. The CEO has made a recent change to the corporate strategy. It has major ramifications for your sales organization. You need your sales team to implement the change quickly without losing focus. This post is about making your sales force more agile to handle change. You are fighting a tough battle. They had the holidays.

What to Do With The Uncoachable

A Sales Guy

The only way to grow is to be able to improve, change, pivot, etc. There are certain people who are just not amenable to coaching. I’m not talking about people who struggle with different styles, but rather those people who just are not receptive to feedback. These type of people suck! I’m just gonna cut to the chase. There is no room for the uncoachable. They are know-it-alls.

Sales managers – and the smartest person in the room dilemma

Sales Training Connection

There’s little doubt that sales managers are the pivotal job for creating a superior sales team.  Sales managers. And, a critical responsibility for the sales manager is coaching. Most people agree that sales coaching is important and can make a difference.  They also know it isn’t so easy to do.  There are lots of traps along the way for getting it right.  2013 Sales Momentum, LLC.

Big data supports the importance of front-line sales managers

Sales Training Connection

This massive research study just once again suggests that sales managers are the pivotal job for sales success. Sales managers. Gallup recently studied hundreds of organizations and measured the engagement of 27 million employees over the past two decades – across industries. One can only imagine the amount of data collected and analyzed.  But, they’re hard to find. Consider this …. 1.

Data 93

CloudOn Delivers Microsoft Office Apps To Your iPad

Fill the Funnel

With your iPad and CloudOn you can review Word documents, manipulate pivot tables in Excel, and show off your latest work in PowerPoint. Use pivot tables and insert formulas in Excel workbooks. CloudOn delivers Microsoft Office applications to your iPad. You no longer have to hesitate when running out the door to your next appointment, or waste time switching devices.

Guest Article: “TEAM SELLING–Lone Wolfs no longer reign supreme,” by Dr. Richard Ruff

Sales and Management Blog

The frontline sales manager has always been the pivotal job for achieving sales excellence.According to the CEB authors, today’s sales managers are operating differently.  Team selling – lone wolfs no longer reign supreme by Richard Ruff. Team selling continues to be on the rise. We’ve heard this from clients and colleagues – and now from the research front. According to a recent Corporate Executive Board (CEB) study , the individual salesperson “no longer reigns supreme”. They now rely on collective, even crowd-sourcing skills, in ways that weren’t possible just a few short years ago.”.

Sales performance – average is over

Sales Training Connection

The position of front-line sales manager is clearly the pivotal job for creating and sustaining a superior sales team and coaching is their primary role.  Sales performance. Constant change has always characterized the business world.  Looking in the rear view mirror has never been a recommended strategy for determining future direction.  Emphasize the power of self-motivation. 

New sales managers – 6 questions to help avoid the granular trap!

Sales Training Connection

Sales managers are the pivotal job for developing a superior sales force.  So there is clear and urgent need for new sales managers to master their new job as soon as possible. New sales managers. New sales managers face a lot of new challenges.  Needless to say, this can lead to an initial feeling of being overwhelmed. When this happens what are these new sales managers doing?

3 pitfalls when developing an account strategy

Sales Training Connection

It is just a long list of things to do.  A good account strategy, in contrast, focuses on a few pivotal goals and then delineates the challenges, resources, and actions necessary to achieve a favorable outcome – what needs to be done and how are you going to do it. Developing an account strategy. However, advising someone to sell strategically is somewhat like suggesting they “sell smart.”.

Sales management: Step 1 – Stop annoying your sales team

Sales Training Connection

Front-line sales managers are the pivotal job for driving sales success.  Sales Managers. If you want to get better at management a good first step is – stop annoying you staff.   But sometimes first steps aren’t so easy.  How often have you heard a colleague say something like: “I just wish he would start doing that – it drives me crazy.” Make it a group when it isn’t. Run a poor meeting.

Sales managers – and the smartest person in the room dilemma – An STC Classic

Sales Training Connection

There’s little doubt that  sales managers  are the pivotal job for creating a superior sales team.  A Classic – ’63 Corvette. And, a critical responsibility for the  sales manager is coaching. Most people agree that sales coaching is important and can make a difference.  They also know it isn’t so easy to do.  There are lots of traps along the way for getting it right. 

IoT Culture Strategy as Digital Transformation Lynchpin

Babette Ten Haken

Business and human capital strategy models pivot from assembly-line mindset where workers are told what to do. Task complexity catalyzes IoT culture strategy and business model pivots. Develop an IoT culture strategy. That step is a mission-critical response to the data tsunami characterizing the industrial Internet of Things (IIoT) ecosystem. Schein in Humble Inquiry. The U.S

Sales managers – expectations and accountability

Sales Training Connection

Setting clear expectations is simply one of the many requirements that make frontline managers the pivotal job for achieving sales success. Sales managers – setting expectations and accountability. Too often sales managers – and for that matter other managers – think what needs to be done is intuitive – so of course everyone on their team understands what is to be done and why.

Sales managers – 6 tips when transitioning to a new sales team

Sales Training Connection

As most in sales leadership would share – the front-line sales manager is the pivotal job for building and sustaining sales success.  Sales manager with a new sales team. And, perhaps the most critical time for any sales manager is when first taking over a new sales team.  Getting the right start means long-term success will likely arrive quicker and easier. Talk with senior management.

Why your Upselling Strategy does not make sense

Babette Ten Haken

Included is a valuable Buyer Skepticism Checklist you will find helpful in pivoting your upselling tactics into a relevant customer retention strategy. Upselling strategy involves a technique used in sales for convincing the customer to increase the size of their original purchase. The seller offers buyers an array of upgrades, add-ons and expensive bells and whistles. Trust me on that one.

Sales directors – competencies for the job hunt

Sales Training Connection

We have consistently labeled the front-line sales manager as the pivotal job for developing and sustaining a superior sales force. Sales Directors. Over the years we have written numerous articles about the front-line sales management position. Given all that, we thought a discussion of the Sales Director position from a career development perspective would be an interesting one. 

Why So Many Salespeople Are Failing So Badly …

Jonathan Farrington

This is a role, which is now pivotal in every organization, whatever the size: I liken their importance to that of the QB on a football team – yes, that important. My comments today continue from yesterday’s post, “Are There Too Many Salespeople in the World?” . ” . One of the points I made was that in my experience, in the critical area of sales team development, most H.R. departments are about as useful as a one-legged man in an ass-kicking contest. Harsh words? I don’t think so. Not in your company? You are very lucky! Why the change? Superb!

When The Leaders Are Leading, The Pack Will Follow

Jonathan Farrington

You see, today, the role of sales manager is pivotal. Unfortunately, most salesmen and women believe that a successful career in sales culminates in sales management, and yet there are of course far less management positions up for grabs than sales positions. As a consequence, salespeople with this attitude concentrate on making sales rather than investing in themselves in order to become Top 5 % players and eventually most become disillusioned, resulting in a significant dip in achievements levels. Most organizations profess to want coaching, but they don’t really do anything about it.

Sales coaching – it’s a game of beat the clock

Sales Training Connection

There is little doubt that front-line managers are the pivotal job for sales success and that coaching is one of their critical contributions. Sales coaching and the time challenge. Sales managers are no different than anyone else  – they don’t have enough time to do all the things they need to do. This time issue is particularly telling when it comes to front-line sales managers.

Sales training – more of the same never results in something different

Sales Training Connection

Spotlight the pivotal job. The front-line sales manager is the pivotal job for driving the success of any sales transformation effort. Sales training. If you look back over the last decade, a number of industries have gone through dramatic change. They have changed what they buy, how they buy, and what they are willing to pay for it. Understanding the leadership task.

How To Win On The Front Line Using Strategy, Sun Tzu and Sales Readiness

Bernadette McClelland

But this cannot happen if the general places little or no value on their army as being pivotal to success, and therefore won’t support them in becoming individual ready by training and investing in their personal and professional development. We also know there is a cost to preparedness as well as a cost to lack of preparedness. One will provide a win and the other a loss.

Sales strategy coaching – maximize your investment

Sales Training Connection

When your customer base goes through a dramatic change in how they buy, it is a pivotal time to take your sales coaching effort to the next level.  If not, a sizable percentage of sales force will end up doing what they need to do, but it will be too little, too late. Sales strategy coaching. They need to revisit and revise their s ales strategy. How many accounts?  Leverage Time.