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Pipeliner CRM Integration

Pipeliner

Since we often get questions about how Pipeliner integrates with other applications in a company, we will answer the most frequently asked questions about CRM and integration in this series of articles. The chef has baked an amazing cake that will be the dessert of the customer’s life, but the server does not bring it over.

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Pipeliner Customers: Why Should You Integrate Email in Pipeliner RIGHT NOW

Pipeliner

We’ve seen that many customers have not taken advantage of Pipeliner’s powerful email integration features. I compare not using Pipeliner’s email integration to not using the navigation feature in your car. Today integrating email within Pipeliner CRM is easier than ever. Driving Without Navigation. Email Tracking.

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Introducing Custom Entities (Objects) for Pipeliner CRM

Pipeliner

With the next major release of Pipeliner CRM— Pipeliner CRM 5.0, being released on the 28th of September —comes a fantastic new feature: Custom Entities (functionality referred to in some other CRM systems as “Custom Objects”). Entities ” is the term used in Pipeliner to refer to different CRM functions.

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The Pipeline Generation Problem…

Partners in Excellence

Building and maintaining robust/healthy pipelines is a problem with most organizations. And if my social feeds are any indication, filling anemic pipelines is the number 1 problem facing organizations. And yet, the pipeline generation problem is still a problem, seemingly getting worse every day. It is never about what we sell.

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What We Learned From Our Own Data-Driven ABM Strategy

In just 90 days, we were able to increase our pipeline by 114% and the customer base for this particular product by 30%. Instead of wading through a series of vague “how-to kick-start your ABM strategy!” talking points, we thought it would be more helpful to examine an ABM program that ZoomInfo executed.

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Automatically Customize Your Deal Pipelines with Nimble’s New Vertical Industry Templates

Nimble - Sales

Much like our Workflows Templates, our new Deals Pipeline Templates were designed to help automatically tailor Nimble Deals to the unique needs of many common vertical industries including Insurance, Real Estate, Automobile, Business Consulting, […] The post Automatically Customize Your Deal Pipelines with Nimble’s New Vertical Industry (..)

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Pipeliner CRM Custom Scorecard

Pipeliner

Customers Are Pleased With Pipeliner CRM! CRM Software (also known as Customer Relationship Management Software) is a specific type of software that features innovative applications that help businesses, both small and large, build strong and lasting relationships with their customers. Customization. Ease of Use.

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7 Must-Have Automated Documents for 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. Learn why automating your documents is key to sales success.

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100 Pipeline Plays: The Modern Sales Playbook

Hit your number with 100 Pipeline Plays. Use our proven data-driven plays to grow your pipeline and crush your revenue targets. Meet your modern sales playbook - See how high-performing sales and marketing teams increase pipeline year-over-year. Close more deals with these winning plays!

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Outbound Prospecting – Filling Your Sales Pipeline

Speaker: Mark Hunter, CSP, “The Sales Hunter”

This makes getting new customers extremely complicated and challenging. The solution to finding great leads and turning them into great customers is having a focused plan and being disciplined in making it happen. Too many salespeople give up too easily or turn to quick solutions that aren’t efficient, lasting, or sustainable.

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It’s Time to Stop Obsessing Over Leads

Pipeline acceleration. Customer retention. Customer expansion. Modern marketing teams focus on likely future customers to generate awareness, interest, and opportunities without waiting on them to fill out a form. Download the eBook today to find out how!

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In the Race to Win More Customers, Sales Needs Digital Transformation

Salesforce users were surveyed about the forces shaping today's workplace. Discover the results and why investments in digital transformation and automation are pushing sales teams ahead.

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Using Connected Device Data to Improve Sales

Speaker: Charlie Isaacs, CTO for Customer Connection at Salesforce

There is an incredible opportunity for companies to take data from connected devices and use it to improve your sales pipeline, make your reps more effective, and even (with the help of AI) handle entire portions of the sales process for you!

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How to Buy Sales Training That Delivers Results

The best organizations leverage professional sales training programs to impact demand generation, discovery, conversion from demos, pipeline velocity, deals won, and deal size. With a training partner who understands your business clearly, you can experience team development that is right-sized and customized to your unique challenges.