Resource Center
Optimize your use of Pipeliner CRM or increase your sales skills
with these multi-media resources!
ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price.
Product, setup, & support-related information

Implementation Overview
Interactive diagram that shows all the different elements that combine for a successful implementation of Pipeliner CRM.
OnboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team.
Discover how onboarding is an iterative and ongoing process.
Detailed product videos that walk you through how to use Pipeliner CRM with step-by-step guidelines
Learn about the concepts that underpin the features & functions of Pipeliner CRM
Practice
See how Pipeliner empowers all aspects of Sales
NEW RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Intelligence
Intelligent 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. Setting, Accurate ForecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors. & Increased speed to close: The Pipeliner Revenue Intelligence Loop delivers Predictable Revenue and Forecast Accuracy!

Salesperson 3.0
This pages highlights the skills, traits & characteristics salespeople need to succeed now & in the future.
Sales Management
This subsite explores the sales managerSales Manager Sales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople. job in detail and provides guidance on how to be successful
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
This subsite shows how Pipeliner uniquely delivers proactive, effective Account Management
Sales AnalyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance).
This subsite explores the different types of sales analytics & how to leverage those insights
How to supply salespeople with all the tools and advantages to sell more effectively
Learn about the impact of Revenue Operations is having on organizations

We are Humans supporting Humans and use Technology to equip you with flexible tools to always be on top of your game. — Nikolaus Kimla
Education
Educational assets (videoes, ebooks, Sales POP!) covering both CRM & Sales in general
Over 1000 experts offer sales, marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase., and business insights – new original content every day!
A collection of free publications that cover both Pipeliner CRM features as well as more general content
Everything you ever needed to know about what CRM is and how it supports a business
Common Sales, Business & CRM terms organized in a handy glossary
Learn about the different sales approaches and the fundamentals of each approach
Pipeliner
Learn about what makes Pipeliner the product & Pipeliner the company so different
Additional information about how Pipeliner delivers value in multiple different ways
Pipeliner is unique in the principles and theories that underpin the system
Here are some examples of how Pipeliner CRM can support different types of industries
This subsite explores the dual elements of meaning and character in Sales
Webinars that cover business topics such as Digital Transformation and Automation
Let Us Introduce You To Pipeliner CRM
We look forward to showing you how Pipeliner CRM helps empower sales to maximize revenue.
We will guide you through the product and present all the benefits.