What is the Role of a CRM?

Raise your hand if your business: Maintains a public-facing website Offers products or services through that website Creates and initiates digital marketing campaigns Tracks digital marketing efforts — or at least aims to Collects customer data, such as names, emails and purchase history Stores customer data Handles customer service inquiries Generally wishes to work smarter… Continue reading What is the Role of a CRM?

The new list view feature hindsight

‍ Track Deals Past and Present with Hindsight This week we’re phasing a major update into the Deals list views of Grow accounts. You can now use Hindsight to compare today’s pipeline to previous dates right in the list view with a couple of clicks. With this launch, you’ll be able to quickly track sales… Continue reading The new list view feature hindsight

Virtual Offices at Pipeline: How Pipeline has Mastered Remote Working

Covid-19 has plunged hundreds of companies across the globe into adopting a required work from home policy almost overnight.  Many companies were not prepared to adopt and adapt in such a short timeline. Pipeline has been working a partial remote model for over 14 years.  In particular, the engineering team which comprises roughly one third… Continue reading Virtual Offices at Pipeline: How Pipeline has Mastered Remote Working

Building a Winning Sales System

I recently received this letter from someone who just hired their first sales manager – definitely an exciting time for any business. As I was responding to her I thought perhaps others could benefit from some of my learnings here at Pipeline. ‍ Dear JP, I’d love your thoughts on building the sales process from… Continue reading Building a Winning Sales System

See Your Pipeline From Every Angle with Performance Pulse

Your sales data can show you big wins, bottlenecks, coaching opportunities, and improvements. To find these insights, you need to be able to quickly look at your organization from multiple levels and assess performance towards your goals. ‍ Performance pulse gives you the ability to dive deep into your pipeline(s) with configurable visuals so you… Continue reading See Your Pipeline From Every Angle with Performance Pulse

Onboarding Bootcamp

Free Workshop
Limited Seats Available

  • 00Days
  • 00Hours
  • 00Minutes
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Thu, Jul 7th, 2022 08:00 AM PST

All trainings will be recorded and shared after each session.