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  • Finding the Human Element

    Jugnoo Blog : Social Listening & Engagement
    Jugnoo
    19 Aug 2014 | 8:06 am
    Jugnoo Blog: Where social listening meets social engagement - trends that matter in social media marketing management. People like to do business with other people. This is a basic truth, and something that companies both large and small have struggled with through the years. The advent of social media, however, gives companies a great way to bridge that gap. Corporate social media works best when it isn’t a “corporate” account, filled with nothing but advertisements for products, or stilted marketing language. If you look at the success stories — NASA, Teavana and Starbucks are a few…
  • Global Action Menus and Drawers in Sugar 7

    SugarCRM Developer Blog
    John Mertic
    30 Jul 2014 | 8:58 am
    Editor’s Note: This blog post comes from Bill Convis of SierraCRM, and talks about how his team worked with our top notch engineering team to find a way to add action menu items across multiple modules. Big thanks to Bill for the writeup, and Peter DeMartini of SierraCRM, and David Wheeler of SugarCRM for helping form the solution. With the release of SugarCRM 7 came new challenges and opportunities for SugarCRM technology partners. An entirely new paradigm was offered for solution providers to add new features to the power of SugarCRM. Process Manager Enterprise (PM) from SierraCRM, a…
  • Talk Sense To A Fool And He Will Call You Foolish

    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B
    The Leads Explorer
    19 Aug 2014 | 11:02 am
    Addressing the knowledgeable The issue we all have in sales is that we need to address and adjust our pitches and smalltalk to the potential buyers. If the people in the meeting are specialized, experienced and knowledgeable about the products or services you provide you don’t need to give a generic approach. You will need to go into details of the most important features, advantages or benefits. It’s like ‘Cut The Crap’ as they are probably as well informed – if not better – in the matter as you. So you need to show some respect to them by not treating…
  • Pre-Order My New Book And Get Tons of Valuable Bonuses!

    The Future Workplace
    Jacob Morgan
    18 Aug 2014 | 12:08 am
    The Future of Work is coming out on September 2 and I’m giving away a ton of cool stuff to anyone that pre-orders a hardcover copy of my book before that date. The orders must be shipped in the United States and it must be a hardcover copy of the book! My reasoning is that I’m going to provide as much value as I can with these free bonuses and hopefully you will return the favor by ordering a copy of my book, sound fair? You will need to email me proof of purchase (a screenshot is fine) at “fowreceipts@gmail.com” and then I will send you the bonuses via email (in the…
  • Signed, Sealed and Delivered: 5 Selling Tactics that Turn Quotes into Sales

    Powertrak CPQ and Portal Software Blog
    Michael Bauer
    19 Aug 2014 | 7:59 am
    Henry Ford once said, “The man who will use his skill and constructive imagination to see how much he can give for a dollar, instead of how little he can give for a dollar, is bound to succeed.” As your sales team configures quotes for customers, you want them to remember Ford’s quote. Your team … Continue reading »
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    Jugnoo Blog : Social Listening & Engagement

  • Finding the Human Element

    Jugnoo
    19 Aug 2014 | 8:06 am
    Jugnoo Blog: Where social listening meets social engagement - trends that matter in social media marketing management. People like to do business with other people. This is a basic truth, and something that companies both large and small have struggled with through the years. The advent of social media, however, gives companies a great way to bridge that gap. Corporate social media works best when it isn’t a “corporate” account, filled with nothing but advertisements for products, or stilted marketing language. If you look at the success stories — NASA, Teavana and Starbucks are a few…
  • Social Listening Leads to Best-In-Class Social Media Campaigns

    Jugnoo
    8 Aug 2014 | 9:49 am
    Jugnoo Blog: Where social listening meets social engagement - trends that matter in social media marketing management. Many companies continue to conduct ineffective social media campaigns. For some, they may hand social media duties to an intern, or any employee with available bandwidth, regardless if that person has any marketing skill. Other companies may assign their social media responsibilities to a dedicated internal or third-party marketing team, but without allocating the resources for that team to develop a strategy, leaving their efforts within the social media space ineffective.
  • Using SoMeAnalyzer for Social Media Management

    Jugnoo
    31 Jul 2014 | 8:03 am
    Jugnoo Blog: Where social listening meets social engagement - trends that matter in social media marketing management. Social Media Consultant Toni McQuilken has been using SoMeAnalyzer to help her clients manage their social media presence and decode the complex social media conversation. She credits SoMeAnalyzer with increasing the success of her campaigns, resulting in higher client satisfaction. She writes about her experience in Premier VEBA’s blog. Do you Jugnoo?  We’d love to hear your feedback too! The post Using SoMeAnalyzer for Social Media Management appeared first…
  • Social Media Listening – What Defines It and What’s the Value?

    Jugnoo
    9 Jul 2014 | 6:00 am
    Jugnoo Blog: Where social listening meets social engagement - trends that matter in social media marketing management. Social Listening – What Defines It? Social media listening is the active process of understanding what is being said about a company, individual, product, brand, or relevant issue in all forms of social media. The emphasis is on “active” – and that means listening for both content and context. As an example of listening for context, a Keyhole report shows that only 9% of any brand’s audience actually talks about that brand. So if a marketer is listening in…
  • Social Media Drives Sales

    Tim Robertson
    3 Jul 2014 | 9:00 am
    Jugnoo Blog: Where social listening meets social engagement - trends that matter in social media marketing management. Social media drives sales, and the best way to see the value of social media in the sales process is to measure how much consumers use it to discover, research, compare, and share their purchases.  Some interesting findings: 4 in 10 social media users have bought something either online or in-store after sharing on Twitter, Facebook or Pinterest. Half of social media related purchasing takes place within 1 week of sharing or favouriting the item. 68% of Facebook users  are…
 
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    SugarCRM Developer Blog

  • Global Action Menus and Drawers in Sugar 7

    John Mertic
    30 Jul 2014 | 8:58 am
    Editor’s Note: This blog post comes from Bill Convis of SierraCRM, and talks about how his team worked with our top notch engineering team to find a way to add action menu items across multiple modules. Big thanks to Bill for the writeup, and Peter DeMartini of SierraCRM, and David Wheeler of SugarCRM for helping form the solution. With the release of SugarCRM 7 came new challenges and opportunities for SugarCRM technology partners. An entirely new paradigm was offered for solution providers to add new features to the power of SugarCRM. Process Manager Enterprise (PM) from SierraCRM, a…
  • Write a dashlet that uses an external data source: the Football World Cup dashlet

    Olivier Nepomiachty
    27 Jun 2014 | 1:24 am
    During the Sugar 7 Developer training sessions, the attendees often asked for more code samples to get up to speed writing dashlets. This blog provides a good template that could be used when writing a dashlet that will pull data from an external source. Quick start The dashlet is available for free on Github https://github.com/tortugacrm/sugar7_football_wc2014_dashlet This code is published under the GPL 3 license. For a quick installation in your Sugar 7 instance, please follow the guidances in §Installation. The dashlet comes in English, French, German, Swedish and Russian. Introduction…
  • How to avoid logging out a user when using their credentials via the new REST API

    John Mertic
    20 Jun 2014 | 1:08 pm
    I had this question come from a partner this week… Users can’t maintain their two sessions of Sugar (One via the REST API, and the other their Sugar Instance) at the same time. Signing in to either one will always result to the session expiration of the other one This is mostly because the Sugar 7 uses the same REST API to power all the new Sugar UX components, so if you need to let the API know you aren’t coming from the desktop client. The way to do this in as a part of the /oauth2/token call, changing the ‘platform’ parameter as shown below to something other…
  • Changing the number of previous studio layouts to save for a view

    John Mertic
    18 Jun 2014 | 1:59 pm
    There was a discussion recently in Andrea Ayer’s Sugar Adminstration Essentials class about previous layouts are stored in Studio when changing how a screen looks. You can access it on an View edit screen by clicking ‘View History’…   The specific question came up of how many previous layouts are saved. Here’s the answer… By default, the past 50 layouts are saved You can change this by setting the config variable $sugar_config['studio_max_history'] Setting $sugar_config['studio_max_history'] to 0 will enable saving all previous layouts
  • Extending View JavaScript in SugarCRM 7

    dranneysugarcrm
    28 May 2014 | 5:21 am
    This article is aimed at beginning to intermediate SugarCRM developers who want to customize views in SugarCRM version 7. This does not go into detail about all the ins and out of creating custom views, changing metadata and handlebars, etc.  This article merely points out a single technique for extending the JavaScript for an out of the box view to a custom view.  This technique also applies to layouts, but this article will concentrate on views. This article assumes some knowledge of JavaScript and PHP. Creating a Custom View From an Out of the Box View When you create a custom view in…
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    The LEADSExplorer Blog: Lead generation - Website visitors - CRM - B2B

  • Talk Sense To A Fool And He Will Call You Foolish

    The Leads Explorer
    19 Aug 2014 | 11:02 am
    Addressing the knowledgeable The issue we all have in sales is that we need to address and adjust our pitches and smalltalk to the potential buyers. If the people in the meeting are specialized, experienced and knowledgeable about the products or services you provide you don’t need to give a generic approach. You will need to go into details of the most important features, advantages or benefits. It’s like ‘Cut The Crap’ as they are probably as well informed – if not better – in the matter as you. So you need to show some respect to them by not treating…
  • Disaster strikes when your competitor gets funding – Not!

    The Leads Explorer
    12 Aug 2014 | 10:59 am
    You could think your business comes under pressure when one of your competitors receives several millions of funding from investors. You know you will have to going to battle with a much more powerful competitor, having more resources and possibilities. However the contrary can happen too: Pricing and margin The millions are calculated on their current and near future expenses: They need to money to keep the company going. Or their pricing is way too low (not enough margin) or their overhead is too high. If your company is running break even and thus self supporting your company is in much…
  • Why do people still buy contact lists ?

    The Leads Explorer
    4 Aug 2014 | 10:20 am
    Quality over quality In an Marketing era ruled by Content Marketing and Social Media, Marketers are still buying lists from list vendors. Instead of buying extensive lists like they did 10 years ago, marketers now seem to buy more targeted and thus less populated lists: seems quality rules over quantity. Listing success However chances of addressing an interested party remains low as the message needs to be appropriate and addressing the problems that they currently have. Thus person, problem, timing all have to match which drives down the chances of success considerably. Caller-ID…
  • Addictive Services vs Just Useful Services: Free vs Marketing

    The Leads Explorer
    30 Jul 2014 | 9:06 am
    Business-To-Business Services Even in Business-To-Business there are several kinds of services: those that are needed or required and those that are interesting or fun but not really necessary. Still the biggest differentiation is the not the usefulness or benefits but whether the service is addictive or not. Addictive services If your service is addictive then you are able to give it away for free as a trial to as many people as possible. Due to the addictiveness people will start missing the service once the free trial has ended. Just like cigarettes, alcohol and drugs an addictive service…
  • Building online trust by the photo of the building ?

    The Leads Explorer
    22 Jul 2014 | 1:40 pm
    The early days of the company website In the early days of the Internet, when companies just discovered the Internet and when Google was still a start-up, these companies didn’t know what to do with their web presence. What content to publish. In order to confirm their existence in the virtual world they proof their physical presence by putting the image of their building (or buildings) on their website. Large and tiny companies all have a website Nowadays you cannot distinguish major companies from mini companies as a small company can have an impressive quality website with…
 
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    The Future Workplace

  • Pre-Order My New Book And Get Tons of Valuable Bonuses!

    Jacob Morgan
    18 Aug 2014 | 12:08 am
    The Future of Work is coming out on September 2 and I’m giving away a ton of cool stuff to anyone that pre-orders a hardcover copy of my book before that date. The orders must be shipped in the United States and it must be a hardcover copy of the book! My reasoning is that I’m going to provide as much value as I can with these free bonuses and hopefully you will return the favor by ordering a copy of my book, sound fair? You will need to email me proof of purchase (a screenshot is fine) at “fowreceipts@gmail.com” and then I will send you the bonuses via email (in the…
  • New Research from Pew on AI, Robotics, and the Future of Jobs

    Jacob Morgan
    15 Aug 2014 | 12:08 am
    There’s an ongoing debate around whether technology, AI, and Robotics will displace more jobs than it creates or create more jobs than it displaces. The latest research from Pew tries to help answer that question by surveying around 1,900 experts. Not surprisingly the results were close. 48% say scenario one is more likely (more jobs replaced than created by 2025) and 52% say scenario two is more likely (more jobs created than replaced by 2025). The report broke down key themes around which to be hopeful and key themes around reasons to be concerned. Reasons to be hopeful Advances in…
  • How a 300,000 Person Company is Becoming a Start-Up

    Jacob Morgan
    11 Aug 2014 | 12:08 am
    A few months ago I created a Youtube video where I talked about the paradox of organizations which is as follows. Business leaders know that as their organization’s grow they increase in complexity and decrease in speed and agility, however these same business leaders are constantly focusing on growth. So the paradox is how do you create an organization that can continue to grow while simultaneously focusing on staying “small,” nimble, agile, and adaptable? General Electric (GE), the 300,000 person conglomerate is attempting to tackle this challenge head on by tacking a page…
  • I Need Your Help to Make “The Future of Work” a Best Seller!

    Jacob Morgan
    5 Aug 2014 | 11:03 am
    I’ve spent over the past half decade writing about and exploring the future of work. If you have found the content valuable or interesting I’d certainly love it and appreciate it if you pre-order a copy of my upcoming book (Sept 2), “The Future of Work: Attract New Talent, Build Better Leaders, and Create a Competitive Organization.” The book took around five months to write and features a completely new approach for looking at the future of work based on specific principles for employees, managers, and organizations. Readers will find plenty of examples, stories,…
  • How Collaborative is Your Organization Really? Take This Test to Find Out!

    Jacob Morgan
    4 Aug 2014 | 12:08 am
    Collaboration continues to be a top priority for many companies around the world and as we move towards a world where change and disruption happen at an increasing pace, collaboration becomes even more important. Still, saying you want to create a collaborative organization vs actually doing it are two different things. Two years ago I wrote, The Collaborative Organization, which is still just as relevant today as it was then. When we launched the FOW Community a few weeks ago we also introduced a few public facing tools that anyone can access. One of these tools is a collaboration quotient…
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    Powertrak CPQ and Portal Software Blog

  • Signed, Sealed and Delivered: 5 Selling Tactics that Turn Quotes into Sales

    Michael Bauer
    19 Aug 2014 | 7:59 am
    Henry Ford once said, “The man who will use his skill and constructive imagination to see how much he can give for a dollar, instead of how little he can give for a dollar, is bound to succeed.” As your sales team configures quotes for customers, you want them to remember Ford’s quote. Your team … Continue reading »
  • Powertrak CPQ Delivers A Superior Ordering Experience

    Michael Bauer
    1 Aug 2014 | 9:23 am
    Visualization + Interactivity + Mobility + Accuracy = Powertrak CPQ Now more than ever, I am hearing one common theme from businesses searching for or replacing Configure-Price-Quote (CPQ) products. “We need to improve the online ordering experience for our buyers.” Like many CPQ products on the market, Powertrak delivers speed, simplicity and accuracy to the quoting and ordering process. But what … Continue reading »
  • The Instance Name must be the same as Computer Name

    Axonom Support
    21 Jul 2014 | 3:03 pm
    Abstract: This post shows how to work-around the error The instance name must be the same as computer name when updating the Microsoft Dynamics CRM 2011 Organization in an AlwaysOn High Availability Group in SQL 2012. The Error I ran an update on a single organization on a multi-tenant deployment and one org had an issue (most … Continue reading »
  • 3 Ways That Mobile CRM Changes Selling

    Michael Bauer
    14 Jul 2014 | 8:56 am
    With outside sales reps spending about half of their day selling remotely, your mobile customer relationship management (CRM) is a crucial tool for your company’s success. Mobile CRM solutions, such as iPad CRM are changing the sales landscape in a number of ways. In addition to allowing your sales team to be more organized and … Continue reading »
  • Axonom Listed in Gartner 2014 CRM Vendor Guide for CPQ Application Suites

    Michael Bauer
    10 Jul 2014 | 12:15 pm
    We continue to hear from our customers that an interactive, engaging, and educational quoting and ordering experience for distribution partners and end-customers is becoming strategic to their business. Powertrak CPQ does more than guided selling, it’s a platform for customers and partners to interactively configure 2D or 3D product designs. Kudos to our developers for … Continue reading »
 
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    Tracks » BlogTracks » Simple sales tracking, CRM & pipeline management software

  • Nathan Kontny is the new Highrise CEO

    admin
    19 Aug 2014 | 11:14 am
    Highrise made a special announcement today. But first let’s go back… In February, 37signals announced that Highrise for sale. Whilst I never commented on it too much, I was concerned that Highrise would suffer a long slow death. I won’t lie, we have been affected by the lack of new development and clarity over the future of Highrise. But today is a good day. We are very pleased for us as Highrise developers and you as Highrise users that Highrise will – finally – be getting the love it deserves. As Jason Fried said in the announcement: As CEO, Nathan will be tasked with…
  • Insider Tips #4 – Building a remote agency

    admin
    12 Aug 2014 | 8:11 am
    This week in our Insider Tips interview we spoke to Mike Gonzalez, the founder of Perfect. If you’re trying to build a remote agency and looking to learn how to make it work for your business then read on! Can you tell us a bit more about Perfect and your role? Perfect was founded in 2004, formerly known as “Enhanced Labs”. In the early days we focused primarily on high-quality, hand-crafted icons. Now we primarily focus on User Experience strategy and technology product design. My day to day role is more of a creative director/managing director. I work closely with the…
  • Interface tip: User experience improvements #1

    Ruth McLaren
    11 Aug 2014 | 6:36 am
    Hello! This is the first in a series of design changes and feature updates which we will be rolling out over the next bit of time and adding to the learning series. We have improved the drag and drop feature to make viewing info in your sales pipeline quicker and easier. We are working on making these small changes that will hopefully make using Tracks just that little bit smoother. The post Interface tip: User experience improvements #1 appeared first on Tracks.
  • Social proof goes a long way – Insider Tips #3

    Gregor McKelvie
    4 Aug 2014 | 4:02 am
    Chasing people down is difficult. Most of the time you’ve got to stick at it to get a response. This is not just for sales, but in many aspects of life. As Dan Pink says in his book, everyone is in sales. So on that note, this week in Insider Tips we interviewed William Channer, a man who has interviewed many of the tech world’s biggest influencers. We were curious to hear if William had a process for finding, contacting and chasing potential interviewees. It sounds like a tough job. Here’s what he had to say. Could you introduce drt.fm and what you do? I host the podcast show Dorm…
  • Turning a client project into a product – Insider Tips #2

    Gregor McKelvie
    29 Jul 2014 | 1:07 am
    As part of our new Insider Tips series, we’re interviewing successful agency founders with the aim of helping you overcome the challenges in your agency This week we spoke to Kenton Ward, co-founder of Bookitbee, who has recently stopped client work at his agency to focus on Bookitbee. Read on to see how he managed to do it. Can you introduce your company and what your role is? My official title is “Co-founder & CEO” but as a business we strive to maintain a flat structure so that means I am lucky enough to get involved in commercial strategy, sales and marketing. My…
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    superoffice.com

  • Give your Employees the Tools They Crave (and Need)!

    Sverre Hjelm
    17 Aug 2014 | 11:45 pm
    You would never hire a carpenter and let him work without his tools, right? It’s not just that it would be dangerous but, it would be really inefficient too! So why would you hire a customer service representative without using customer service software? Having good tools can dramatically increase anyone’s performance. And yet, I frequently encounter businesses where customer inquiries are being handled using Outlook and a pile of post-it notes. The most common excuse I hear is that customer service software is considered too expensive, complicated and unnecessary. But that’s simply not…
  • Why Small Businesses Need a Customer Service Software Solution

    Jennifer Lund
    10 Aug 2014 | 6:15 am
    In 2013, Software Advice conducted a study on the top four reasons why companies buy customer service software. This year, they’re back again with new research on how small businesses currently manage customer service requests today. For most small businesses, when time and money are short, it’s more tempting to focus 100% on growing the business and setting things into place rather than worry about everything else that it takes to build and sustain a growing business. Software Advice confirmed this in a recent survey of 385 small businesses looking for a customer service software and…
  • The Super Seven – Top Sales, Marketing and Customer Service Posts in July

    Jennifer Lund
    1 Aug 2014 | 9:00 pm
    Welcome back! We hope you had a fantastic summer and that you have been able to enjoy the great weather Europe has had to offer. But, before you dive back into your overflowing mailbox, take a minute to read through some great content we’ve collected for you. We’ve rounded up some of our favorite blog posts in sales, marketing and customer service that were published in July. This months’ Super Seven Round up features content published on CMS Wire, Clickz, and Social Media Today. Sales You Are Losing New Customers Before You Ever Talk To Them How are you delivering your messages and…
  • The Super Seven – Top Sales, Marketing and Customer Service Posts in June

    Jennifer Lund
    29 Jun 2014 | 7:30 pm
    As the month comes to an end and we start to get ready for our summer vacations, take a minute to read through some great content we’ve collected for you. We’ve rounded up some of our favorite blog posts in sales, marketing and customer service that were published in June. This months’ Super Seven Round up features content published on HubSpot, Clickz and Inc. Sales What to Say to Get Prospects to think “That’s Really Interesting!” In a nutshell: What is better – an elevator speech, unique selling proposition or value proposition? Jill Konrath explains the difference…
  • Six Tips to Creating Better Customer Loyalty

    Steven MacDonald
    22 Jun 2014 | 10:30 pm
    The cost of keeping an existing customer is around five to ten times less than the cost of acquiring a new one. Economically, this makes sense, but how do you improve customer retention and increase profitability? The answer is to create better customer loyalty. All customers, no matter the business, continuously compare on price, service and quality before they pull the trigger and make a purchase. In fact, research says that on average, a buyer will visit at least three websites before making purchase. And once they’ve become a customer, they’re still out there validating that…
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    Prialto Post

  • Best Practices for Working with a Remote Sales Assistant

    Eric Taussig
    19 Aug 2014 | 10:00 am
    Thanks to near-zero connectivity costs and continual innovations in cloud-based collaboration software, sales reps can now hire qualified candidates to assist them without the limits of geographic boundaries. More and more salespeople have seen success through utilizing the low cost, high quality skills of workers in remote parts of the world. Below are some best practices to keep in mind when hiring and working with an assistant over a long distance: 1.       Be organized and set guidelines Create a system or process for hiring, discussing and submission of work outputs. Make sure that…
  • Sales Gamification

    Andy Mowat
    14 Aug 2014 | 10:00 am
    Gamification is garnering increasing attention in the sales world. Defined as the application of gaming mechanics and techniques to non-gaming circumstances to engage people in solving problems, it simply incorporates a game-like approach to tackling certain activities and tasks aligned with objectives. Why is sales gamification gaining a growing audience today? It’s because companies who have utilized gamification strategies have seen increased productivity, more motivated employees, and an overall increase in sales. Games are powerful because they create pleasure in the brain, stimulating…
  • How to Use Surveys for Sales

    Andy Mowat
    13 Aug 2014 | 10:00 am
    You may think that market research initiatives are reserved only for use by the marketing department or product development team. However, surveys are an effective way to gather information about current and potential customers’ needs. They also serve as a tool to engage and gather important customer data that you can use to formulate sales strategies. Pre-Sale A survey is a creative way for your company to generate more sales leads. At the end of the survey, capitalize on the opportunity by asking your respondents if they would like to receive additional information about a…
  • People, Not Tech, Seal the Deal

    Eric Taussig
    12 Aug 2014 | 10:00 am
    Most companies today leverage at least a few technology applications to close deals with prospective customers. The sales process has quickly evolved in that one or more apps may be used to cultivate product interest, generate leads, contact customers, and ultimately, make the sale. The continued importance of the sales rep role, however, cannot be disputed. Below are three reasons why sales reps are the unsung heroes of all successful organizations: 1. People buy based on mutual trust and confidence in the salesperson Trust begins with interaction, and no one but a fellow human being can…
  • Are You STILL Tracking Sales in a Spreadsheet?

    Andy Mowat
    11 Aug 2014 | 10:00 am
    Does your business effectively manage customer lists and business opportunities? While most businesses today use CRM software to manage customer lists and pipelines, there are a number of companies that instead use a combination of: Spreadsheets: Excel or Google Drive Contact Programs: Google or Outlook contacts Email marketing services:  MailChimp or Constant Contact While these tools are comfortable and easy to use, there are some basic challenges businesses without a CRM face, including: Scalability:  As you begin to manage more than a few hundred contacts or 20+ deals, you’ll find…
 
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    Pipeliner CRM Blog

  • Case Study: Why evolutionplan Systemhaus Relies On Pipeliner CRM to Offer a Complete Sales Solution

    Alyson Stone
    19 Aug 2014 | 10:43 am
    What is evolutionplan Systemhaus? Evolutionplan Systemhaus provides training and consultancy support to help B2B companies improve their sales process. Working mainly in the IT, manufacturing, and renewable energy sectors, the company provides coaching and tools to help customers introduce an effective, results-driven sales process. In particular, they help customers answer three big sales questions: How [...]The post Case Study: Why evolutionplan Systemhaus Relies On Pipeliner CRM to Offer a Complete Sales Solution appeared first on Pipeliner CRM Blog.
  • How to Conduct a Successful Training Program, from RFI Through Post-Training Debriefing

    Dave Stein
    18 Aug 2014 | 8:00 am
    I thought it would be instructive to publish an email I received from Jonathan London, who runs The Improved Performance Group. Jonathan was selected by an ESR client to deliver critical sales training last month to a group of (non-sales) relationship managers who would soon be responsible for cross-selling a brand new product to their [...]The post How to Conduct a Successful Training Program, from RFI Through Post-Training Debriefing appeared first on Pipeliner CRM Blog.
  • Tip: Customize Your Pipeliner CRM Calendar Views and Layout

    Radoslav Ciglansky
    15 Aug 2014 | 5:16 am
    Managing your calendar efficiently is easier than ever with Pipeliner’s latest version! Here’s a quick tutorial: Top Features Within the Calendar View Drag and drop your sales activities along your calendar. Pipeliner will adjust the dates accordingly. Mouse over an activity for a quick view Double click an activity to edit it. Use 5 different [...]The post Tip: Customize Your Pipeliner CRM Calendar Views and Layout appeared first on Pipeliner CRM Blog.
  • Five Ways to Adapt Your Selling Methods to the Changing Buyer

    Matthew McDarby
    14 Aug 2014 | 10:15 am
    If you are a professional seller like me (i.e. an individual sales contributor, sales manager, Chief Sales Officer), then you’ve noticed that your job has changed in a significant way over the last few years.  I know that it has changed for me, and the changes are largely driven by the fact that there’s a [...]The post Five Ways to Adapt Your Selling Methods to the Changing Buyer appeared first on Pipeliner CRM Blog.
  • A Sales Model Evolution is Upon Us

    Jeff Zelaya
    13 Aug 2014 | 6:45 am
    If you have been a professional salesperson for at least a decade, congratulations you’ve been a witness to history in the making! The sales profession is experiencing the biggest shift since the invention of the phone. The sales model that we used to rely and trust is changing before our very eyes. Sales is arguably [...]The post A Sales Model Evolution is Upon Us appeared first on Pipeliner CRM Blog.
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