Everything Visual Account Management

vizrm release - February 2026
Release Note Markus Meier Release Note Markus Meier

vizrm release - February 2026

New Deal Status & Close Date filters - zero in on the opportunities that matter most right now
Pre-set group color palette - a curated visual language for your account maps
Contextual group creation - new groups appear exactly where you expect them

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vizrm release - December 2025
Release Note Markus Meier Release Note Markus Meier

vizrm release - December 2025

We’ve introduced a new Quick View in vizrm called “Done activities since…” that highlights contacts based on recent CRM activity. Instantly see who’s been contacted — and who hasn’t — using a simple red/green heatmap on your org charts.

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vizrm and Sales & Workflow Announce Partnership to Elevate Enterprise Sales for Pipedrive Users
vizrm news Markus Meier vizrm news Markus Meier

vizrm and Sales & Workflow Announce Partnership to Elevate Enterprise Sales for Pipedrive Users

At vizrm, we’re on a mission to help sales organizations sell smarter by making their relationships more visible and actionable. Today, we’re excited to announce a new strategic partnership with Sales & Workflow, a leading sales consulting firm with deep expertise in Pipedrive implementations and enterprise sales strategy.

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Relationships drive revenue
Best Practices Markus Meier Best Practices Markus Meier

Relationships drive revenue

Whether you’re nurturing prospects or driving decisions, the strength of your relationships often determines your success.

But here’s the problem: too many great salespeople waste too much time updating CRM data instead of these meaningful activities.

That’s why we’re excited to introduce our LinkedIn-Pipedrive integration. This add-on bridges the gap between your LinkedIn network and your CRM, making effortless relationship management a reality.

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Up & Cross-Selling in the Enterprise Segment
Best Practices Markus Meier Best Practices Markus Meier

Up & Cross-Selling in the Enterprise Segment

Expanding business with the largest customers through up- & cross-selling can be a strong sales motion with unique challenges:

  1. Cross-functional visibility from sales to delivery needs to be maintained to identify opportunities

  2. Multiple opportunities at various stages need to be coordinated

  3. Dynamic stakeholder relationships need to be understood to manage sales campaigns

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