Remove pipeliner pipeliner-concepts-multiple-pipelines
article thumbnail

Pipeliner Concepts—Multiple Pipelines

Pipeliner

Within a CRM, a pipeline represents a sales or other type of process. Pipeliner CRM was the first CRM to enable multiple pipelines within CRM. This is the person who helps create processes and adapts them to pipelines. You can also attach documents in a particular step as they are needed. Win Probability.

article thumbnail

Harnessing the Complexity of Technology

Pipeliner

One factor differentiating Pipeliner CRM from our competitors—especially high-end systems such as Salesforce, Microsoft Dynamics, and Oracle NetSuite—is that we have taken the incredible complexity involved with a CRM application and made it simple for the user. Because of Pipeliner’s visual UI, you will always know where you stand.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Concept Series—Fields and Forms

Pipeliner

As we continue our series on Pipeliner concepts, we’ll now take up another straightforward approach for Pipeliner administration: fields and forms. Fields and forms are utilized with Pipeliner CRM entities —which is how we refer to different CRM functions. Opportunity. Appointment. Product Line Items. Not Fixed.

CRM 96
article thumbnail

Pipeliner CRM – The Concepts Behind The Features

Pipeliner

The understanding of Pipeliner CRM features must go well beyond simple, functional explanations. Just understanding mechanical functionality doesn’t necessarily mean you’ll really grasp the product and all that it means, which is why I’m now writing this ebook on the concepts behind Pipeliner CRM functionality.

article thumbnail

How We Approach Virtual Sales Training to Ensure Results

Force Management

Provide virtual learning pre-work to introduce concepts, set standards, and optimize in-training time. Customize the delivery of the virtual training to fit the geographical criteria of your sales organization (accommodate various time zones, multiple training roll outs, etc.).

Training 147
article thumbnail

How to Focus on your Bread and Butter: Achieving Work-Life Balance with Technology

SBI

The concept of work-life balance is a dated one as we continue to raise the bar on performance and financial expectations. This struggle is real, because essentially your salespeople are tasked with 4 jobs, each of which could be a full-time job including; Outbound prospecting to ensure they have enough pipeline to meet coverage targets.

article thumbnail

Ultimate Guide to the Data-Driven Sales Funnel

Zoominfo

Does the organization have multiple locations? Final Proof of Concept Content: While moving prospects from the top of the funnel requires content, the bottom funnel should take the same approach — with even more hyper-targeted messaging. One company might have multiple points of contact.