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.
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.
Sales Management
E-books
Learn about the concepts that underpin the features & functions of Pipeliner CRM.
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,
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.
Common Sales, Business & CRM terms organized in a handy glossary.
Additional information about how Pipeliner delivers value in multiple different ways
Webinars that cover business topics such as Digital Transformation and Automation