2 Great West Coast Sales Events to Meet PipelineDeals

If you live on the west coast, we have a couple of great opportunities next week to meet PipelineDeals staff and gain valuable new sales knowledge

B2B Tech Sales Meetup - Tuesday, November 4th at 5:30PM - 7:30PM

1932 1st Ave Suite 814, Seattle, WA

B2B Tech Sales Meetup provides actionable strategies to people who 1) have a career that involves sales, 2) are familiar with technology and business but 3) have hit some roadblock in taking their business to the next level. Next week’s meetup is at the PipelineDeals office in downtown Seattle, just outside the Pikes Place Market.

The topic of the next meetup is Best Tech Tricks, Tips and Apps for Sales. We are fortunate to have several awesome presenters at the upcoming meetup:

  • Chris Carlson of Sales Talent

  • Andrew McCaffrey & Mason Smith of BrandVerity

Sales Hacker Conference - Thursday, November 6th at 9AM - 5PM

1290 Sutter St, San Francisco, CA

If you’re in the Bay Area, we strongly encourage you to check out Sales Hacker Conference. Sales Hacker Conference is an all-day event that brings together top sales leaders to share their latest sales strategies and hacks. We’ve been at previous sales hacker conferences and shared the top insights that we’ve gained here and here.

If you’re interested in attending Sales Hacker Conference, we do have a limited number of discount codes. Email us at to get your discount code!

PipelineDeals Adds Document Access For iPhone & Android

By David Baars, Marketing Manager at @PipelineDeals

    Imagine you’re running across town for an in-person negotiation. As you travel, you review past activities for the deal on your PipelineDeals app to ensure you’re clear on the finer details.

Access your most important details and documents on the road with PipelineDeals app for iPhone and Android

Access your most important details and documents on the road with PipelineDeals app for iPhone and Android

    You open up the app, click on the deal, and read through the latest calls, emails, and negotiations. What was the sticking point from the most recent contract? You tap on the document section on deals to open up the contract and refresh yourself on the details. Now you can enter your meeting with the confidence that you’re ready to close your next big deal.

    PipelineDeals app for iPhone and Android just got better with our newly released document access. You can now access documents associated to people, deals, or companies in PipelineDeals on your phone. Simply navigate to a record and tap on the new documents menu to reveal your associated documents. Tap on the document to open it up on your phone.

    With the addition of document access, you can access all the details for your leads, deals, and accounts.  If you do not already have the PipelineDeals app for iPhone or Android, you can download the app by going to the App Store or Google Play store. In addition to new document access, we've also made recent updates to increase the speed and performance of the app.

    If you already have the app for iPhone and Android, make sure to go to the app store and ensure that you have the most updated version on your device. If you have questions please contact or call us at 866-702-7303.

David is a math teacher turned marketing nerd. He runs marathons, exploring the outdoors, and learning how to build things.

5 Sales Hacks to Boost Your Sales Team

By David Baars, Marketing Manager at @PipelineDeals

PipelineDeals is excited to announce that we will be in attendance at Sales Hacker Conference in San Francisco on November 6th. For those who are unfamiliar, Sales Hacker Conference is an all-day event that brings together top sales leaders to share their latest sales strategies and hacks.

In anticipation of the event, we’re sharing 5 key learnings and hacks that we gained from the previous Sales Hacker Conference in Boston. Interested in attending Sales Hacker Conference SF in two weeks? Send us an email at and we’ll hook you up with a discount code.

5 Sales Hacks From Sales Hacker to Boost Your Sales Team

1 - Your customers are your best sales channel - shared by Emmanuelle Skala of Influitive

Summary - Referrals from happy customers are more likely to buy from you. In fact, they are your best sales channel for creating happy customers with a high lifetime value. Start treating referrals as a valuable piece of your overall sales strategies.

One Hack to Get Started - Ask for referrals during each stage of your sales cycles.


2 - Know how to work with gatekeepers, shared by Jeff Hoffman of MJ Hoffman & Associates

Summary - Not all gatekeepers are created equal. Gatekeepers by design, like Executive Assistants, are valuable extensions of the executives that they serve. These gatekeepers help to set the priorities for what an executive deals with. Work with them, not around them. On the other hand,  volunteer gatekeepers can be a hinderance. Go "wide" with gatekeepers in order to ensure you don't get blocked.

One Hack to Get Started - Work with your marketing department to put together a resource that can only be accessed by working with you.


3 - Spend time hacking the relationship between marketing and sales, shared by Cece Bazar & Blake Harris, Sales & Growth Strategists at OpenView Venture Partners

Summary - Conflicts between sales and marketing departments are often caused by tension in the underlying relationship between the two departments. Five key things to keep the departments working harmoniously:

  1. Define the relationship

  2. Learn to speak each other’s language

  3. Be honest

  4. Push each other

  5. Constantly communicate

One Hack to Get Started - host daily scrum meetings with your sales and marketing teams. Take 15 minutes so that sales and marketing know what each other are doing, what’s upcoming, what impediments are there, and what needs to be discussed.

4 - Define the qualities you need from your sales manager upfront before hiring, shared by Matt Bellows of Yesware

Summary - Great salespeople do not always make great sales managers. Define the top qualities that you need from the salespeople on your team. Some of Matt’s top 10 qualities include: Bravery, Curiosity, and being a little scary.

One Hack to Get Started - write down the top 10 qualities you expect to see out of your sales manager.

5 - Sales development reps (SDRs) are fuel for your company, shared by Kyle Porter of Salesloft

Summary - SDR’s are crucial to the success of sales at your company. Prioritize hiring SDRs, provide them with solid onboarding and training, and provide them with proper incentives. Also, aim to hire the top 1% of individuals in their field.

One Hack to Get Started - develop a playbook for success with all reps that you onboard. Refine your playbook for success, and focus on training and onboarding.

If you’re interested in attending Sales Hacker Conference in San Francisco, email us at for a special discount code.