Make your pipeline work harder.
Practical ideas for sales leaders who want healthier pipelines, stronger teams and more wins from the CRM they already use.
This week's read
Sales Management
Salesforce Account Engagement (Pardot): the lead handoff to sales, and what a manager should check
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Practical guidance for getting more clarity, action and results from your sales pipeline.
CRM Hygiene
Mobile CRM: what reps should capture on the phone, and the weekly check across Pipedrive, HubSpot, Salesforce and Zoho CRM
CRM Hygiene
Zoho CRM Slack integration: three deal alerts a manager can act on
CRM Hygiene
Salesforce Slack integration: which opportunity alerts to keep and how a manager checks the team reacts
Sales Management
Sales tracker: eight columns per rep per week, and when the CRM should take it over
CRM Hygiene
Zoho CRM with Gmail or Outlook: which emails land on the deal timeline and how a manager spots the gaps
CRM Hygiene
Pipedrive and Mailchimp: who owns the contact status after the sync, and what a rep should see before calling
Deal Risk
Pipedrive and PandaDoc: what a viewed or signed document should change on the deal, and what it should not
CRM Hygiene
Zoho CRM mobile app: what a rep can capture between meetings and what a manager should still see on the deal
Deal Risk