Posts Tagged ‘CRM’

New Pipeliner CRM Software Increases Sales Team Velocity

September 4th, 2013

Pipelinersales Inc. has released a major update to their Pipeliner Customer Relationship Management software featuring Timeframe that enables users to enhance their sales methodology within Pipeliner and track the pipeline velocity. Also included are a host of integrations that bring together marketing and sales.

Exclusive to Pipeliner CRM is an intuitive graphic representation of the sales process, or pipeline. This enables the individual salesperson, as well as management, to be intimately involved with the sales process. With Pipeliner, sales forecastsalong with closing ratescan be determined. Sales analytics and sales forecasting are vital not only to the survival of a sales department, but to an overall company as well.
New Functionality:

Timeframe: Tracks the number of days an opportunity stays within one sales step and will track the opportunities “time-spent.” Pipeliner informs via alerts about the opportunity that is outside of the timeframe set for a particular sales step. Pipeliner resolves all overdue opportunities within one screen. Pipeliner further filters all opportunities based on their age and gives an overview of the pipeline velocity.

Mass Update: Enables updating opportunities, leads, account and contacts at once.

Enhanced Pipeliner Office Add In: This is compatible with Excel and Word files and enables mapping of Pipeliner fields to Word Template and saving this template to the sales pipeline.
Import2 Feature: Enables users to migrate current data from almost any CRM to Pipeliner.

New to Pipeliner are also numerous new integrations including Google Drive, Dropbox, HubSpot, Constant Contact, MailChimp, VerticalResponse, ExactTarget, and Act-On.
SyncApps by Cazoomi assisted with many of the new integrations and Clint Wilson, Cazoomi CEO stated, “We are pleased to assist Pipeliner with launching integrations to 5 marketing solutions that further assists with the fusion of Marketing and Sales and forwarding Pipeliner’s unique selling proposition.”

Adrian Mott, co-founder of Bedrock, who assisted with the HubSpot integration stated, “The Bedrock Data team is really excited to provide our integration platform to the users of Pipeliner. We know how valuable CRM data can be when it is leveraged in other systems and are glad that we can help Pipeliner users extract this value from their data.”

Jeffrey Ruso, Product Marketing Manager for Integrations at HubSpot, said, “At HubSpot, we know firsthand that a robust integration between marketing and sales – both the people and the tools – is a critical component of delivering a relevant, personal experience for your leads and customers. For that reason, we are excited to help announce Pipeliner’s new integration with HubSpot. The integration will unlock data that will help both teams within our customers’ organizations be more efficient, effective, and deliver a better experience for the end customer.”

With the new functionality such as Timeframe to increase sales velocity and the myriad of new integrations, salespeople have a powerful tool to empower them to be the entrepreneurs that they are. Pipelinersales is revolutionizing the marketplace with not only an exceptional CRM tool, but training and education to help salespeople sell smarter.


Software Company Anahata To Deploy SugarCRM

May 16th, 2013

On Thursday 16th May, 2013, Pablo Rodriguez Pina, founder and director of the Perth (Western Australia) based software company announced the company has deployed SugarCRM.
Pablo Rodriguez Pina outlined the reasons for the choice: “We were looking for a tool that would help us managing all our interactions with clients. Whether is it is a phone call, an email or an a field trip, we were looking for a solution that could help us keeping track of our interactions with clients as well as potential clients. We found Sugar Community Edition to have all this functionality.”

About Sugar CRM

Founded in April 2004, SugarCRM has become one of the highest growth CRM software publishers in the world. As of May 2012, the Cupertino, CA-based company has received approximately $80M in venture financing, and has amassed over 11M downloads, 1M users in over 80 countries, 170K paid subscriptions, 30K registered developers, 1K projects on SugarForge, 400 VARs on five continents and 100 products on the new SugarExchange.

The company is showing traction in both customer acquisitions and business performance. Revenue growth maintained high double digit figures throughout 2011 and Q1 2012 began with triple digit growth. In addition to its business performance, SugarCRM’s brand and reputation are unique in the CRM industry. The company has built a passionate and loyal following of partners and customers.

In an industry of innovators or fast followers, SugarCRM is one of the few innovators. The company was born with the SaaS incarnation and has since pioneered commercial open source within the CRM software industry.


3 Keys to Better Customer Service and Evaluating CRM Software

January 10th, 2013

Customer service knows that the customer is king. CRM tools are the key to understanding your “king” and allowing your service teams to deliver the royal customer experience your customers deserve.

Everyone agrees customer loyalty is important. Where we part ways is how to get it. Building customer loyalty requires connecting the right customers with the right products and services. We can spend all of the time we want in developing products and services, but if we can’t connect the solution with the right customer who needs it, we’ll get little from our efforts.

In our quest for the best customer service experience, we have to optimize customer service and arm our service team members with the technology to make a service impact.

CRM tools aim at making it easier for organizations to manager customers, customer data, customer preferences, and more easily connect the needs of customers with the offerings of the organization. With CRM software, organizations can effectively communicate with customers, track customer actions and preferences and deliver the right service to solve the right customer problem.

Effective customer service CRM needs organizing, arranging and interpreting data to meet customer needs.

1. Use CRM to improve customer service collaboration

CRM has to create better working teams, teams that collaborate to make customer service better. A common frustration customers experience is information repeat, disconnected people and departments. CRM software is built to eliminate this customer frustration. If your CRM software isn’t doing this, you need to evaluate why you’re using it. CRM software isn’t for the call center experience, it’s for the customer experience.
2. Use CRM to help customer service make better decisions

CRM software has to improve the decision making ability of your customer service team. Customers often hit barriers with customer service teams that have massive amounts of customer data available, but no power to make decisions for the customer. Imagine having a computer connected to the Internet, but no keyboard to actually search for anything online.
CRM software HAS to help call centers and customer service teams make information customer management decisions. CRM software can help analyze data and patterns and offer suggestions for courses of action. CRM software should plan suggested customer actions, upgrades, marketing plans, account updates, product changes, etc.
3. Use CRM to assist customer service teams build unity

CRM software has to bring all of your team members and other organization departments together, allow them to work together, and facilitate the access to and action based on customer data. The larger the organization, the more complex the internal customer service support structure. But even with complex organizations, service action can remain simple and effective.
The key is to use the available technology to empower team members and unite them in the cause of the customer.
Using CRMs effectively means:

Effectively qualifying the right type of customers for the services you offer.
Effectively targeting customers with the most pertinent solution that they need.
Understanding customers and where they may be in the buying process.
Enhancing the effect of marketing actions by reaching those most ready for your solution.
Adapting to customer habits to deliver an exceptional customer experience.
Confirming customer behavior vs. initial organization expectations.
Are you seeing your CRM tool in a totally different light now?

Are you treating your CRM tool with the respect it deserves? A CRM tool isn’t just software to manage customer contact information. It’s a powerful tool that should be integrated into your customer service process.


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