Integrate Pipeline CRM with Asana​

Asana CRM Integration with Pipeline CRM A Step-by-Step Guide using Zapier Pipeline CRM integrates with Asana. The Goal of the Asana CRM integration is to automatically create tasks or projects in Asana based on moving deal stage in Pipeline CRM. By following the guide, users can streamline their workflow, reduce manual work, and ensure that important… Continue reading Integrate Pipeline CRM with Asana​

Email Drip Campaign Best Practices and Benefits

Lead nurturing is now cost-effective. Learn how to use drip campaigns for lead generation, the benefits, and expert tips on using them effectively.

You Asked, We Listened: Email Drip Campaigns Now Available!

We’re so excited to offer our new email drip campaign functionality to all Grow plan users. Find out more about the features in this post.

Best Small Business CRMs Compared and Ranked

According to McKinsey, customers today focus on value, convenience, and availability.   The same applies to CRM software.    If you’re like most businesses, you’re (a.) looking for a CRM that qualifies as the best, or (b.) you’re unhappy with your current CRM provider and you’re looking to make a change. Here’s a breakdown of… Continue reading Best Small Business CRMs Compared and Ranked

4 Signs You Have The Wrong CRM Software

You’ve invested in a new sales CRM tool. Yet, your revenue teams still struggle with issues like poor deal tracking, data silos, and long sales cycles.   The problem isn’t that CRMs are ineffective. Rather, your CRM software isn’t tailored to your business needs. It’s too complicated, built for the leadership team, or doesn’t have the… Continue reading 4 Signs You Have The Wrong CRM Software

Sales Email Marketing Benchmarks for Old Economy Sectors

Email remains a powerful marketing tool in the old economy sector. In this article, we will share top tips on how to elevate your email marketing with industry-specific benchmarks.   Before we dive in, here are some important email marketing metrics to keep in mind.   Email Marketing Metrics To Track   Open Rate  … Continue reading Sales Email Marketing Benchmarks for Old Economy Sectors

A Sales Funnel vs. Sales Pipeline Email Template

Prospecting continues to change.    According to Forrester, 90% of the buyer’s journey is complete before they speak with your sales team.    How? Why? Well, when prospects hit your inbox, they’re looking for the best candidates to fit their budget and research criteria. These prospects have probably spent a significant amount of time educating… Continue reading A Sales Funnel vs. Sales Pipeline Email Template

Key Pipeline CRM Features for Remote Sales Teams

Many managers feel employees are only productive if they’re putting in adequate amounts of face time.   This isn’t speculation.   Microsoft surveyed 20,000 people in 11 countries and analyzed trillions of Microsoft 365 productivity signals, along with LinkedIn labor trends and Glint People Science findings, to find the answers. They found that 85% of… Continue reading Key Pipeline CRM Features for Remote Sales Teams

Best CRM Software For Construction Companies

In the construction industry, where projects are complex, timelines are tight, and multiple stakeholders are involved, selecting the right CRM tools to streamline operations is essential.   Customer Relationship Management (CRM) software can significantly boost the productivity of sales and field teams by simplifying their daily task management. But with so many options available, which… Continue reading Best CRM Software For Construction Companies

How to Convert Leads to Sales with Pipeline CRM

If you are asking how to convert leads to sales, the answer starts with building a well-structured sales pipeline. Every lead needs to be captured, tracked, and moved forward quickly to avoid lead decay and lost opportunities. With Pipeline CRM, you can create customizable pipelines that guide prospects through each stage while giving your team… Continue reading How to Convert Leads to Sales with Pipeline CRM