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Top 7 Pipedrive alternatives for small and midsize businesses

PandaDoc

Both mature SMBs and newly minted sales teams love Pipedrive for how newcomer-friendly the CRM is. The no-strings-attached free trial, a couple of tutorials, and a bunch of courses allow any user to successfully set up the system and start tinkering with the available features. CRMs have always been about managing your sales pipeline.

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The 6 Best Outlook CRMs for Seamless Office 365 Integration

Nutshell

Office 365 users can attest that Microsoft Outlook is the communication workhorse for anyone who sends and receives emails. That’s why integrating it with the best Outlook CRM is the perfect way to expand its usefulness and empower your sales and marketing teams. Microsoft Dynamics 365 3. Nutshell 2. HubSpot CRM 4. Zoho CRM 5.

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What is Inside Sales? Everything You Need to Know

Gong.io

Inside sales roles and team structure . The typical inside sales team consists of six roles: SDRs (Sales Development Reps). AMs (Account Managers). CSMs (Customer Success Managers). Sales Manager, Leader, or VP. SDRs aren’t responsible for closing sales — that’s the job of the AE.

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PODCAST 43: Why Endurance and Tenacity is Important for Sales Success w/ Carson Heady

Sales Hacker

This week on the Sales Hacker podcast , we talk to author Carson Heady , whose “Birth of a Salesman” series translates real-life sales issues into a popular fictionalized series of sales books. If you missed episode 42, check it out here: PODCAST 42: How Sales Managers Should Build Their Career Path w/ Jamie Scarborough.

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7 Must-Have Automated Documents for Sales Success

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

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What Slice of Pizza Do You Need?

Your Sales Management Guru

Check out the Microsoft Community Connection program to really find out how to grow your pipeline: www.MSCommunityConnections.com. Each partner must develop 5 “Business Eco-System partners”, these are organizations/salespeople that sell non-competitive but related products/services into the same marketplace.

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Evaluating the 9 best CRMs that integrate with QuickBooks

Nutshell

Syncs invoices and expenses back to QuickBooks automatically Companies who need a customized, advanced QuickBooks/CRM relationship. Microsoft Dynamics 365 Automated exchange of data related to contacts and accounts. From creating estimates to invoicing, Method makes it simple to perform common QuickBooks tasks from within their system.