Region

pipeliner Integration

Sales Pipeline
Management Explore sales pipeline management Opportunity Analysis
& Sales Reporting Improve your sales reporting Account & Contact
Management Simplify your customers experiences pipeliner
Integration Enhance your software with integrated pipeliner Cloud Team
Environment Manage your sales force in a cloud

Integrate pipeliner for the complete Sales CRM solution

Easily add new functionality and features that seamlessly increase and enhance your sales management success. Pipeliner’s Sales Application API and plug-ins allow you to connect pipeliner to any CRM application or web service. A fully documented developer API is available. Plug-Ins for Microsoft Outlook, personal information manager and email client as well as MS Dynamics CRM are available for download. Our pipeliner for iPhone App makes mobile CRM with pipeliner easy and intuitive also when on the road.

# # Microsft Dynamics and pipeliner for total Sales CRM control! pipeliner sales application together with Microsoft Dynamics, as your businesses CRM backbone, forms the winning Sales CRM solution that delivers results consistently! The seamless integration of pipeliner with Microsoft Dynamics 2011 creates a powerful Sales CRM solution giving you the completive edge needed to succeed. Get in contact with our team to organize a demo with one of our sales CRM partners and get ahead!
# # Work with familiar tools - MS Outlook 2010 pipeliner seamlessly integrates with your office productivity tools to leverage all your existing contact and activity details. The Microsoft Outlook Add-in enables you to synchronize contacts, calendars and tasks between Outlook and pipeliner. Sales Performance Dashboards are fully integrated and configurable to include your favorite charts and are constantly updated to keep you on track.
# # Leverage contact and account details pipeliner’s Outlook Add-In automatically detects your pipeliner database and synchronizes your contacts with pipeliner’s Address Book instantly. Create leads and attach sales documents to any opportunity and at every step in the sale process, from emails received in Outlook! Leverage existing account details and work the way you are used to.
# # Keep calendar entries synchronized pipeliners Outlook Add-in makes scheduling meetings and events from within Microsoft Outlook possible while keeping opportunity related activity details in pipeliner always up to date. Outlook Calendar data is fully synchronized with pipeliner’s appointment details and task due dates, allowing you to keep everything well documented while making you more efficient.
# # Keep tasks and reminders always in sync To make the integration between pipeliner and Microsoft Outlook complete, all Tasks and associated reminders are synchronized with Microsoft Outlook with just one click. The pipeliner Outlook Ribbon allows you to start pipeliner directly from within Outlook. You can enable visibility of pipeliner mini and set-up synchronization preferences with ease.
# # pipeliner for iPhone Mobile Sales CRM Conveniently access all of the application’s main sales features, configuration options, and synchronize your data all from the application’s main screen. Create, view and edit key customer and prospect information, take notes, schedule meetings, complete activities, update opportunities and more, all from the palm of your hand.
# # Access contacts & accounts when away View and edit account & contacts details including account class, industry and customer type. Send an email message and use the auto dialer to place a call to your contacts office.
# # Create leads when on the road Access opportunity and lead details anytime and from anywhere. Send email messages directly to your main contact and use auto dial feature or get directions by mapping their exact location on a digital map.