Our CEO JP Werlin and Batchbook’s CEO Pam O’Hara met over a PipelineDeals Customer Success webinar to talk about their “automagical” CRM data migration and how their friendship and business collaboration came to be.
Here are four tips for CRM productivity in commercial lending. Here’s our insight into how the top performing SVPs and Chief Lending Officers gain a clear picture of their sales pipeline.
Trailer Bridge needed a CRM for transportation and logistics. That’s when they found PipelineDeals. Now they are “living in PipelineDeals.”
When David Chism started his own business he needed a CRM for contractors.