Dan X Nguyen asked us, “hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage,…
pipeline
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Customer Relation Management can be what makes or breaks a business. Businesses now need to take care of their existing customers and find new customers for their businesses to thrive. Finding and managing new leads and converting them into potential clients, buyers, and sales is…
We understand that you’re considering PipelinePRO. Today, we invite you to compare PipelinePRO to Agent CRM: we’ll be addressing your concerns about technology, support, and quick results. Phil Reames said · Hey folks, have you seen some of the offerings out there for a…
One of the most important things for your business to run successfully is to keep track of sales activities, along with managing leads and converting those leads into paying customers. The key pain point for most sales businesses nowadays is having problems managing calls, texts,…
Every business has a customer relationship management (CRM) system that tracks sales activity, lead scoring and management, email tracking, appointment setup, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. Aggregate client data can be used by…
Jhoana M Moore asked us, “Is pipeline synonymous to campaigns and workflows? Can’t find the tab for it. Trying to use the power dialer. (Setting up manuals calls) Im saying this because I only have Workflow under Automation – there’s no campaign nor Triggers in…
Dee Flowers asked us, “Apologize in advance if I have missed this, but is there a workflow/campaign that specifically lays out the sequence of responding to a ‘new lead’, meaning never contacted this person before? TIA” “Yes go to workflow and download your field (insurance,…
Dwayne Nichols asked us, “How can I turn a lead into a client in my CRM once I sell them? I hope I can keep information on what I sold them and how much I sold them plus other important notes.” “You can add “Notes”…