Batchbook, PipelineDeals and “Automagical” Migration

2026 CRM Guide: What is CRM? (CRM Purpose, Benefits & More)

Role of CRM - Pipeline CRM

For decades, many companies have used CRM to grow their businesses. CRM software is known for its many abilities, from lead management to sales pipeline management. But what exactly is the purpose of a CRM? What capabilities does CRM offer? What features are a must-have for CRM adoption in 2026? This role of CRM, along… Continue reading 2026 CRM Guide: What is CRM? (CRM Purpose, Benefits & More)

CRM Builds Game Changing Relationships

The most important asset in your business isn’t money sitting in a corporate account, or even the products and services you sell. It’s something deeper. It’s the game changing relationships you build.   The most important asset in your business isn’t money sitting in a corporate account, the ideas you have or even the products… Continue reading CRM Builds Game Changing Relationships

What are the Types of CRM?

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?

4 Reasons Commercial Lenders Need a 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

Multiple Sales Pipelines

Sales pipelines give a visual representation of every deal in the buying journey, and for some businesses this could mean different sales pipelines are used for inbound vs outbound sales or for direct deals vs partner deals. With Multiple Sales Pipelines, you can accurately track multiple sales workflows for all of your different processes, products,… Continue reading Multiple Sales Pipelines

Close Deals Faster with SuperShare

Let’s face it. Today’s modern sales pipeline spans across companies and that’s why we’re excited to launch SuperShare. Our industry-leading feature helps you share important data so you can collaborate easier and close faster. Here’s how. Industry-Leading Sales Tool to Help You Collaborate With Anyone SuperShare is our latest tool in our sales toolbox to… Continue reading Close Deals Faster with SuperShare

Top Qualities of a Sales Leader

The success of a sales team is linked to the effectiveness of its leader. Let’s take a look at the key qualities that are vital to success. Sales Leader Qualities There are as many sales leadership styles as there are individual leaders. While some sales leaders prefer a hands-on approach, others choose to give their… Continue reading Top Qualities of a Sales Leader

Zapier CRM Integration: What It Is & Its Benefits for Sales

There’s power in using Zapier and Pipeline CRM. In this webinar, we show you how to automate your sales workflows to save time and streamline your sales process by leveraging Pipeline’s Zapier CRM integration. What is Zapier? Zapier is a tool that connects different web applications. If your CRM solution doesn’t support direct integration with… Continue reading Zapier CRM Integration: What It Is & Its Benefits for Sales

Marketing Sales Alignment with ActiveDEMAND

Yes, sales and marketing teams can truly love each other! Well, it takes some groundwork. The secret is a successful alignment of a sales and marketing process. With that in place, a great working relationship could be just  around the corner. Getting to Marketing Sales Alignment The reality is that marketing-sales alignment is a challenge… Continue reading Marketing Sales Alignment with ActiveDEMAND