Pipeline CRM
Guides & White Papers

Whether you're a business owner or a sales professional,
our resources will help you understand the latest trends
and strategies in CRM, as well as best practices for
implementation and optimization.

Sales Glossary Terminology

A-Z Glossary of Sales Terminology

A comprehensive glossary of sales terminology. Bookmark this for future reference.

How to Measure Lead Quality

A Checklist: How to Measure Lead Quality

Learn all about measuring lead quality. Streamline your lead generation with good quality leads.

Free CRM Handbook

Free CRM Handbook - A Comprehensive Guide

Our free CRM guide will help you understand the latest trends in CRM.

The Complete SLA Guide

The Complete SLA How To Guide

The Complete Service Level Agreement (SLA) How-To Guide With Workbook

The Complete Cold Calling Guide

The Complete Guide To Cold Calling

Learn how to effectively cold call and build positive relationships with customers with our complete guide to cold calling.

Sales Pipeline Guide

Sales Tips: Sales Pipeline Guide

A guide to the benefits, mistakes and tips for your sales pipeline.

Email Templates to Warm Up Cold Prospects

CRM Automation: Reconnecting with Cold Prospects With Emails Templates

Email templates based on different types of cold prospects and email goals.

CRM Automation Sales Introduction Email Templates

CRM Automation: Sales Introduction Email Templates

Some sales email tips you can use to make scroll-stopper sales introduction emails.

CRM Automation Free Trial or Demo Request Email Templates

CRM Automation: Free Trial or Demo Request Email Templates

We’ve gathered ten free trial and demo request email templates.

CRM Automation Follow-up Sales Email Templates guide thumbnail

CRM Automation: ‘Are You Still Interested?’ Follow-up Email Templates

Email Templates You Can Use for Sales Follow-Up Communication