Don’t Pay Unnecessarily for Third-Party Apps Ebook

The Complete, Affordable Sales SolutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges.

Unlock Your Team’s True Potential and Slash Your Software Costs

Are you tired of paying for a patchwork of third-party apps just to make your CRM functional? Is your software budget spiraling out of control while your sales team struggles with clunky, disconnected tools?

“What is a Truly Complete, Affordable Sales Solution?”, reveals how a modern, all-in-one platform can revolutionize your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology.. Learn how to eliminate the hidden costs and complexities of “app sprawl” by embracing a customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.-centric CRM that includes all the functionality you need, right out of the box. Discover the path to streamlining operations, boosting userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. adoption, and driving your company toward greater profitabilityProfitability Profitability is the potential, degree, metric, ability or relative efficiency of a business to yield financial gain (i.e., profits) after all relevant expenses and costs have been deducted..

Inside the Ebook: A Chapter-by-Chapter Look

Here’s a glimpse of what you’ll learn inside:

Chapter 1: The Foundation of a Complete Sales Solution A truly effective sales solution is more than just software—it’s a philosophy. This chapter breaks down the four pillars of a system built for success: a customer-centric focus, a fast and efficient setup process, continuous ongoing training, and responsive, human-powered support.

Chapter 2: The End of “App Sprawl”: Why Integrated Functionality Matters. The core argument for a complete solution. We explore the high price of relying on third-party applications—not just in subscription fees, but in lost productivity. Learn why embedding essential tools directly into your CRM eliminates jarring user interface changes, steep learning curves, and wasted time.

Chapter 3: Streamlining Daily Engagements: Built-in Tools for Every Rep. See direct, powerful comparisons of how integrated functionality replaces expensive, popular apps. This chapter covers:

  • Appointment Scheduler vs. Calendly: Book meetings seamlessly without leaving your CRM.
  • Email Sequences vs. Mailchimp: Create and automate powerful email campaigns with integrated sending.
  • Advanced Email Editor: Build beautiful, professional email templates with a WYSIWYG editor at no extra cost.

Chapter 4: Advanced Intelligence and DataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. at No Extra Cost Move beyond basic sales tasks and into strategic data management. This section details how a complete CRM provides sophisticated tools to replace specialized platforms, including:

  • Online Forms vs. SurveyMonkey: Gather crucial data and feedback with powerful, integrated forms.
  • Key AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. Management vs. Revegy/DemandFarm: Deepen relationships and drive revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. from existing customers with built-in account management tools.
  • BI Feeder: Export your sales data effortlessly to leading Business Intelligence platforms like Power BI, Tableau, or Google Data Studio.

Chapter 5: Embedding Process and Performance Within Your CRM A CRM should actively guide your team to success. This chapter explains how to embed your unique sales methodology directly into the workflow, providing clear, step-by-step guidance for your reps. We also cover the power of integrated quotaQuota Quota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards. and forecast tracking, ensuring your team’s daily activities are always aligned with their targets.

Chapter 6: The True ROI: From Efficiency to Profitability. This final chapter ties it all together. When salespeople can focus on selling instead of juggling software, they become more efficient. Efficiency leads to greater productivity, and productivity drives the ultimate goal: profitability. Discover how a complete, affordable sales solution isn’t just a cost-saver—it’s a revenue-generator.

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Additional Resources

ebook cover the pipeliner mission win together

This ebook is on the subject of “Win Together.” It falls under the same context as“win-to-win” described in my book Network Selling: Guarantee Success for the Digital Age. Today, this aspect of sales is more important than ever, and must also be part and parcel of CRM solutions.

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“For some years I’ve been saying that, as a society, we’re in the midst of a transformation. Given what’s happened in the last couple of years, there’s no one left who is disagreeing with me! It’s become very obvious.”

Nikolaus Kimla CEO of Pipeliner CRMNikolaus Kimla, CEO at Pipelinersales, Inc.
Network selling for success

A common term in sales today is EQ, which stands for “emotional I.Q.” It means the skill a salesperson has in reading emotions and utilizing them in sales. It means empathy and a number of other abilities. The short version is, it’s an I.Q. when it comes to emotions. But just as with our Network Selling model, E.Q. isn’t just for sales, either. It’s actually the missing factor in human interactions, for confrontation—a common “tool” in human interactions—doesn’t actually handle anything.

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“You can have everything in life you want if you will just help enough other people get what they want.”

Zig ZiglarZig Ziglar