CRM Reference Library
Pipeliner has put together a comprehensive collection of resources from ebooks to infographics that cover the many and varied elements that go into Customer Relationship Management or CRM.
Some of these resources take business concepts and show how they come alive within the CRM, others show how particular features empower greater business efficiency.
We also include resources that show how sales methodologies and processes can be embedded in every day workflows using CRM.
Free Resources To Help You Get The Most Out of CRM!
We believe in the power of CRM and we believe in the power of education which is why we have created this library of valuable resources. Make informed decisions and get the most out of CRM by educating yourself about the possibilities!
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6 Deadly Sins of CRM 
6 Deadly Sins of CRM
How fast and effective Pipeliner CRM onboarding can be, infographic demonstrates the speed and efficiency — a fraction of the time and cost of other CRM systems. Read More › -
Is Entrepreneurship Dead 
Is Entrepreneurship Dead
This book is a little unusual–it is written as an overheard dialogue. Nikolaus takes his inspiration from a work that is over 250 years old, The Way to Wealth by Benjamin Franklin. Read More › -
Pipeliner CRM Onboarding Process 
Pipeliner CRM Onboarding Process
How fast and effective Pipeliner CRM onboarding can be, infographic demonstrates the speed and efficiency — a fraction of the time and cost of other CRM systems. Read More › -
11 Great Sales Methodologies 
11 Great Sales Methodologies
What are the great sales methodologies, and how are they empowered by Pipeliner CRM? Read More › -
Measuring Sales Performance - KPIs 
Measuring Sales Performance - KPIs
This white paper explains how sales performance must be measured with the right KPIs--and how Pipeliner CRM can greatly assist. Read More › -
Customizable CRM - Intelligent Fields 
Customizable CRM - Intelligent Fields
Part of a customizable CRM, an Intelligent Field displays data which has been automatically calculated using other data obtained elsewhere. Read More › -
Pipeliner CRM Overview 
Pipeliner CRM Overview
Here is an instant overview of Pipeliner CRM—the vital reasons that you need Pipeliner CRM for your sales organization and in your company. Read More › -
The Pipeliner Manifesto 
The Pipeliner Manifesto
Pipeliner’s goals certainly include our flagship Pipeliner CRM product. But behind our CRM--and everything else we do--is a real cause. Read More › -
CRM Coming Back from the Dead 
CRM Coming Back from the Dead
What is CRM? It’s much more than “that thing we use for customer relationships.” In fact, it had died and is now being reborn. Read More › -
Metrics in Sales Management 
Metrics in Sales Management
Precise sales management begins with the right sales metrics. Learn the basics of metrics in sales management in this white paper. Read More › -
Essentials of Building a Sales Team Successfully 
Essentials of Building a Sales Team Successfully
Start with the right steps of building a sales team, and everything else will come much easier. Read More › -
Leading and Lagging Indicators 
Leading and Lagging Indicators
Sales management must be conducted through the right combination of leading and lagging indicators, so that management is precise, and catches issues well before they affect your final results. Read More › -
Pipeliner Proactive Support 
Pipeliner Built in Training & Support Tools
Pipeliner CRM tool is designed to be so user friendly that many need little to no support. Here are the CRM training tools we have to help you. Read More › -
Pipeliner CRM Features and Functionality 
CRM Features and Functionality Philosophy Into Action
Pipeliner CRM is built on valid principles derived from Pipeliner Selling System. This ebook proves that every Feature and Functionality in Pipeliner puts this philosophy into action. Read More › -
Increasing Predictability, Reducing Risk 
Increasing Predictability, Reducing Risk
The reason salespeople need a sales process is because buyers follow exact journeys. The Pipeliner selling system shows how to align those journeys with seller actions. Read More › -
6 Principles of Pipeliner 
Theory Made Real - Pipeliner CRM Puts Principles into Practice
Our company and our product are based on proven principles. We turn those principles to practice in our CRM, we want Pipeliner CRM to be a tool for everyone. Read More › -
Managing Leads and Opportunities 
Managing Leads and Opportunities
There’s a right and a wrong way to handle Leads and Opportunities, and our self-assessment test is a fun way to find out if you can improve your tactics. Read More › -
Checklist to Choosing the Right CRM Solution 
Checklist to Choosing the Right CRM Solution
Getting ready to purchase a new CRM solution? Research the right topics & make a measured decision. Pipeliner CRM is here to help with a downloadable checklist. Read More › -
Guide to Choosing the Right CRM Solution 
Guide to Choosing the Right CRM Solution
There are many facets to choosing the right CRM for your organization. Our comprehensive guide explains how to explore every angle and choose correctly. Read More › -
Creating an Effective and Predictable Sales Pipeline in 12 Steps 
Creating an Effective and Predictable Sales Pipeline in 12 Steps
Download our free bonus checklist and enjoy the benefits of your own custom-built Sales Pipeline and Sales Process. Read More › -
CRM Onboarding 
CRM Onboarding
There are many issues to take into account when choosing a CRM. Chief among these should be CRM onboarding – implementing, training users and administration. Read More › -
The Principles of Entrepreneurs 
The Principles of Entrepreneurs
Long-held economic principles bring fresh perspective to the role of salespeople in any organization. Their entrepreneurial spirit makes them uniquely powerful. Read More › -
How the Entrepreneur is Changing the World 
How the Entrepreneur is Changing the World
It is the entrepreneur who sees opportunities others miss, has the ingenuity to seize them and take advantage. It is through their actions markets are created. Read More › -
30 Benefits of Pipeliner CRM 
Benefits of Pipeliner CRM
Pipeliner CRM is a worktool designed by salespeople, for salespeople. This slide-deck spotlights all Pipeliner CRM benefits. Read More › -
CRM: Empowering the Sales Force 
CRM: Empowering the Sales Force
CRM has the potential to empower the sales force and improve sales overall, as evidenced by this free white paper on 2 B2B companies using Pipeliner CRM. Read More › -
Sales Lead Management 
Sales Lead Management
Here are the vital basics for sales lead generation and lead management. Read More › -
Choosing and Implementing CRM 
Choosing and Implementing CRM
Both choosing and implementing a CRM solution should be done with the greatest of care. Here are the necessary steps to both. Read More › -
Sales Forecasting, Analytics, and CRM 
Sales Forecasting, Analytics, and CRM
Sales forecasting means everything to a company’s bottom line. Here are some powerful basics to sales forecasting and analytics. Read More › -
Pipeline Measurement and Sales Success 
Pipeline Measurement and Sales Success
Understand the power of a well defined and smooth running sales pipeline with accurate metrics. Use this knowledge to create more opportunities and generate the right leads. Read More › -
Sales Pipeline Management 
Sales Pipeline Management
What is the difference between hit-or-miss sales and accurate, successful sales? Pipeline management, and the right CRM choices. Read More › -
Sales Process Management 
Sales Process Management
A smooth-running sales process is a key element of any sales strategy. But how, exactly, do you set about identifying the stages of your company’s process? Read More › -
5 Crucial Sales Process Steps Explained 
5 Crucial Sales Process Steps Explained
The right sales process design means you sell smarter, close more deals, and increase revenue. Prove it yourself with our step-by-step infographic. Read More › -
4 Pitfalls To Avoid When Measuring Sales Pipeline 
4 Pitfalls To Avoid When Measuring Sales Pipeline
How do you ensure you’re getting the most benefit from your sales pipeline measurement? A good starting point is to avoid these four common pitfalls… Read More ›