The CRM has become one of the most important tools that today’s businesses use, but there’s more than one kind of this customer-focused software. In this post, we’ll look at three common variations — operational, analytical and collaborative CRMs. First, though, let’s talk about some of the basics of CRMs. CRM stands for customer relationship… Continue reading What are the Types of CRM?
Commercial lenders need a CRM for very big reasons. Here’s more about how they are remaining competitive and relevant while building game-changing relationships. Why Commercial Lenders Need a CRM The world of commercial lending is becoming more and more challenging thanks to shifts in regulations and dips in the market itself. That’s why it’s more… Continue reading 4 Reasons Commercial Lenders Need a CRM
There’s power in using Zapier and Pipeline CRM. In this webinar, we show you how you can automate your workflows to save time, and streamline your sales process. Zapping Saves on Resources Zapier is the glue that connects more than 1,000 web apps. “Zap” workflows work with Pipeline CRM to automate tasks in the background,… Continue reading Boost Productivity with Zapier and Pipeline
While they share similar characteristics, sales and account management are quite different. What are the key differentiators between the two? Sales and account management share many of the same characteristics. But while sales people primarily focus on prospecting and closing deals, an account management team never stops selling. Sales brings in the customers, and account… Continue reading Sales vs. Account Management
Rainier Custom Homes shortened their sales cycle by 53%. It took 130 days (4.2 months), on average, for them to close a single deal. That all changed when they implemented CRM in their business. In a few short months, their average time-to-close decreased to 62 days. This had a huge positive impact on cash flow.… Continue reading What is CRM?