Read articles about sales, marketing, and teamwork.
CRM & Sales Blog
Read articles about sales, marketing, and teamwork.
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Communicate with team members effectively and without leaving Onpipeline

Customer retention is equally important to the initial acquisition process, and without a solid retention strategy, you might lose significant sales that could cause significant damage to your business.

If you work in healthcare, you may have heard of “HIPAA compliance”. You may be wondering what it is and whether you need it. You may also be wondering how to find a customer relationship management (CRM) software that’s HIPAA compliant.

You can now use Onpipeline with an integrated invoicing software that will allow you to create and send professional invoices.

In CRM sales and marketing automation have two different functions. Understanding each and integrating them can boost sales and improve customer loyalty.

Sales representatives or agents can keep their contacts confidential. This way other users cannot see them.

With digital transformation you may be wondering if your company needs an ERP (Enterprise Resource Planning). Or maybe you’re trying to decide between ERP software and CRM solutions.

Sales reps must be adaptable but an established sales process is essential for improving efficiency and boosting overall performance.

Cold emailing success depends on how you write and structure your cold emails. Every detail in a cold email affects its performance, from open rates to conversions.

When we talk about CRM we think of software that allows you to manage relationships but when the department is the sales department.

To acquire patients, you need to deliver timely and personalized experiences across a multitude of channels.

Sales management means managing the sales processes and the sales force to maximize results and revenues. It includes the planning and control of sales activities to achieve business objectives.
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