Resource Center

Optimize your use of Pipeliner CRM or increase your sales skills
with these multi-media resources!

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.

Learn more

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.

Learn more

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
Learn more

Sales Enablement

How to supply salespeople with all the tools and advantages to sell more effectively

Sales Methodologies

Learn about the different sales approaches and the fundamentals of each approach

E-books

A collection of free publications that cover both Pipeliner CRM features as well as more general content.
Learn more

Pipeliner Concepts

Learn about the concepts that underpin the features & functions of Pipeliner CRM.

Product Videos

Detailed 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. videos that walk you through how to use Pipeliner CRM with step-by-step guidelines.

Industries

Here are some examples of how Pipeliner CRM can support different types of industries.

Restoring Purpose to Sales

This subsite explores the dual elements of meaning and character in Sales

RevOps

Learn about the impact of RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Operations is having on organizations,

Learn more

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.

Learn more

Helpful Setup Items

Helpful setup items for Pipeliner Admins, Sales Managers, or End Users

Learn more

Your Wingman!

We have a very different service and support philosophy – learn more!

Learn more

Sales POP!

Over 700 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!

Glossary

Common Sales, Business & CRM terms organized in a handy glossary.

Learn CRM

Everything you ever needed to know about what CRM is and how it supports a business

Pipeliner Background

Additional information about how Pipeliner delivers value in multiple different ways

Events

Webinars that cover business topics such as Digital Transformation and Automation