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
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 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
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
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