Administration

Vital Necessity of CRM Integration with Other Systems

Unlock seamless data flow and connect Pipeliner CRM to any app! Explore integration options, from out-of-the-box to custom builds. Learn about data sync, access rights & costs. Start with core needs and iterate your system for success.

By |2024-03-02T00:33:06+00:00December 24th, 2023|Categories: Administration, Blog Post, Productivity, Sales Management|0 Comments

Integrations With Pipeliner CRM

Unlock seamless data flow and connect Pipeliner CRM to any app! Explore integration options, from out-of-the-box to custom builds. Learn about data sync, access rights & costs. Start with core needs and iterate your system for success.

By |2024-03-02T00:33:40+00:00December 18th, 2023|Categories: Administration, Blog Post, Productivity, Sales Management|0 Comments

Comparing Pipeliner CRM to Salesforce

In today's competitive business environment, managing sales processes effectively is crucial to the success of any organization. With the rise of customer relationship management (CRM) software, businesses now have more options than ever to streamline their sales processes and improve overall efficiency

By |2023-11-13T09:57:10+00:00March 22nd, 2023|Categories: Administration, Blog Post, Sales Management|0 Comments

The Infinity Approach to Onboarding

Onboarding was a simple matter in the earlier days of software. The customer company purchased licenses, onboarding occurred, followed by setup, and that was it. End of story.

By |2024-03-05T00:49:33+00:00February 24th, 2022|Categories: Administration, Blog Post, Sales Management|0 Comments

Driving Digital Transformation In Your Organization

Digital transformation has particular meaning for today’s companies. It’s an environment in which an organization’s departments work together instead of existing in completely independent silos

By |2024-01-25T23:48:56+00:00November 18th, 2021|Categories: Administration, Blog Post, Sales Management|0 Comments

Management of Data Security Through Pipeliner CRM

Data security is a prime concern today, any company in the market for a CRM solution will have questions. Here are answers to specific questions many have about data security in Pipeliner CRM.

By |2023-11-13T10:16:42+00:00November 10th, 2021|Categories: Administration, Blog Post, Sales Management|0 Comments

Why Pipeliner CRM Counts on AWS for Security

At Pipeliner, we chose to go with AWS over a decade ago and have remained with them ever since. Why have we done so? Continuing in our series on Pipeliner CRM security, here is our path and reasoning.

By |2023-11-13T09:32:33+00:00November 4th, 2021|Categories: Administration, Blog Post, Sales Management|0 Comments

Business-Friendly Admin

CRM Administration has become its own cottage industry over the years – with expensive certifications and all-powerful administrators demanding large salaries and often even support staff. This has somewhat taken control over the CRM away from those working in the business everyday, (i.e. sales managers and other sales support staff).

By |2023-11-13T09:22:27+00:00January 27th, 2021|Categories: Administration, Blog Post|0 Comments