CRM Reference Library

For any company involved with sales, account management and key account management is crucial and require a vastly different skillset and toolset than winning new sales.

Here’s a comprehensive list of sales pipeline checklist items. Whether you run a small or large sales team—or are a contributor yourself, you’ll love this guide. Totally actionable; use it to make your own custom and optimized Sales Pipeline.

Pipeline management means the difference between accurate, successful sales and hit-or-miss sales that mysteriously make it to the close or don't. Pipeline management therefore even affects the success or failure of a company, and the attainment of company goals. This ebook shows you the relationship between pipeline management and sales success, as well as the vital role played by the choice of CRM solution.

How important is it for a company to both have and understand its sales process? It’s not just important – it’s crucial to sales coordination, management and company expansion. A company’s sales process is the precise series of steps through which a sale passes, from prospect through to close.

The reason salespeople need a sales process is because buyers follow exact journeys. If a salesperson isn´t following along, they are going for the close when the buyer is much further back in their journey. That´s a rapidly lost sale. So how can the sales process align with a buyer’s journey? This is where the Pipeliner Selling System comes in—for each stage of the System is designed to dovetail with each stage of a natural buyer’s progression.

This ebook is designed to show you how Pipeliner CRM, with its constantly innovated and evolving new features, assists salespeople, sales managers, and other roles in the company as they make their way into the future. As we move forward, it becomes increasingly important how users spend their time, because their time becomes ever more valuable.

Let’s take a look at the crucial role that CRM is playing in this transformation, and why Automatizer is, for the future, the core of our CRM product.

In this ebook we are going to be dealing with sales management through CRM. I personally believe (as do a lot of experts today) that utilizing a CRM is the only way to manage a sales team—and in fact, it is practically impossible to manage one without it.

So what is sales enablement, really, and where is it going? Is it just a buzzword that becomes an umbrella for various solutions? And what exactly is a sales enablement platform?

How important is a CRM in this digital age? How does it affect a company, the users, and most importantly the company experience?

Infographic: Pipeliner’s goals certainly include our flagship Pipeliner CRM product. But behind our CRM--and everything else we do--is a real cause.

Better to have less well-qualified opportunities in the pipeline than an inflated number of badly qualified ones that skew forecasts for future sales.

How can we raise the perfection of the human being? And more to the point for us, of salespeople? The answer is character.

Pipeliner CRM story, the first CRM product developed to actually empower salespeople. Pipeliner is a true sales enablement tool to reduce sales risk.

A poster with 10 great pieces of advice about how NOT to use social media. Build your brand the right way.

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.

Long-held economic principles bring fresh perspective to the role of salespeople in any organization. Their entrepreneurial spirit makes them uniquely powerful.

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?

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.

The most productive way to shepherd leads through the pipeline is to categorize and nurture them prior to the sales handoff. Our free ebook shows you how.

Sales forecasting means everything to a company’s bottom line. Here are some powerful basics to sales forecasting and analytics.

In this ebook, Nikolaus Kimla lays out some important lessons you can learn from this historic event.

Pipeliner’s goals certainly include our flagship Pipeliner CRM product. But behind our CRM--and everything else we do--is a real cause.

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.

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.

Both choosing and implementing a CRM solution should be done with the greatest of care. Here are the necessary steps to both.

Start with the right steps of building a sales team, and everything else will come much easier.

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.

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.

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.

Download our free bonus checklist and enjoy the benefits of your own custom-built Sales Pipeline and Sales Process.

In line with our belief in the power of education, we educate our users, too.

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.

Thank you for downloading your free eBook "Sales Process Management".

Part of a customizable CRM, an Intelligent Field displays data which has been automatically calculated using other data obtained elsewhere.

There are many issues to take into account when choosing a CRM. Chief among these should be CRM onboarding – implementing, training users and administration.

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.

There are many facets to choosing the right CRM for your organization. Our comprehensive guide explains how to explore every angle and choose correctly.

Pipeliner CRM is a worktool designed by salespeople, for salespeople. This slide-deck spotlights all Pipeliner CRM benefits.

The right sales process design means you sell smarter, close more deals, and increase revenue. Prove it yourself with our step-by-step infographic.

Here is an instant overview of Pipeliner CRM—the vital reasons that you need Pipeliner CRM for your sales organization and in your company.

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.

This white paper explains how sales performance must be measured with the right KPIs--and how Pipeliner CRM can greatly assist.

The five essential principles for any sales champion. What does fitness mean for a salesperson? Hint: it’s not just being buff.

Now AI is establishing an ever-widening presence in the CRM industry. Where does artificial intelligence really fit today, and what are its limitations?

In this ebook we are going to get very specific: we’re going to be dealing with sales management through CRM.