Pipeliner

JULY 14, 2022

CRM systems with their opportunities and probabilities feeding forecasts and budgets have little connection to retention, per se. It may as well be integrated uselessly into the annual account planning exercise and returned to the shelf until the following year. RACI is a powerful tool that can help.

Retention 97

Retention Forecasting Account Insurance 97

The Brooks Group

FEBRUARY 20, 2013

Regrettably an organization’s key strategic objectives may become obfuscated (some may say hijacked) by a myriad set of complex technical decisions— device selection, application capabilities, CRM integration, database configuration, etc.— that are implicit with any type of large scale mobile device field enablement deployment.

WebTrends 40

WebTrends Wireless Insurance Insurance 40

Sales Hacker

MARCH 2, 2020

The authors explain how almost any average-performing rep, once equipped with the right tools, can successfully reframe customers’ expectations and deliver a distinctive purchase experience that drives higher levels of customer loyalty and, ultimately, greater growth. It is a classic book you’ll reference throughout your career.

Top of Funnel 141

Top of Funnel Lead Rank Hiring Handbook 141

Sales Hacker

OCTOBER 5, 2018

We use a combination of project management style of software called Monday.com and Pipedrive which is a Kanban-style CRM to keep everyone on the same page. It is a visual, collaborative tool that helps keep us all organized on one board where everyone can see the exact status of where everyone else is at. How about jump rope?

Hiring 69

Hiring How To Lead Rank Lead Scoring 69