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› › › › From Pipeliner CRM
 
 
Pipeliner CRM
› › › › Feature Spotlight
 
Introducing the New Pipeliner Navigator: Your Personalized Command Center
 
💯 New
Introducing the New Pipeliner Navigator: Your Personalized Command Center
 
Tailor Your CRM Experience with Unprecedented Flexibility

The revolutionary New Pipeliner Navigator puts you in control of your CRM experience like never before. Design your ideal workspace by dragging and dropping customizable elements to create unique layouts and save them as personal profiles. Whether you need at-a-glance reports, dynamic insights, or quick access to key information, the new Navigator empowers you to streamline your workflow and focus on what matters most.

With seamless switching between new and old versions, you can explore the enhanced features at your own pace, ensuring a smooth transition to a more efficient and personalized Pipeliner.
 
   Learn More   
 
 
Advanced Email Design: Introducing Visual Email Template Editor Enhancements
 
🎯 Enhancement
Advanced Email Design: Introducing Visual Email TemplateTemplate Template is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier. Editor Enhancements
 
Streamline Your Workflow with Intelligent HTML ConversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller. and Group Blocks

Revolutionize your email creation process with the latest enhancements to Pipeliner's Visual Email Template Editor. Now, effortlessly convert complex HTML templates into fully editable designs with our intelligent AI system, saving you valuable time and effort. The new Group block allows you to build intricate multi-row sections and manage them as a single unit, providing greater flexibility and control over your layouts.

With these powerful new features, along with enhanced navigation and robust sharing options, designing stunning and personalized emails has never been more efficient or intuitive.
 
  LEARN MORE  
 
 
Enhanced Data Transformation: Introducing Advanced Record Conversion & Entity Mapping
 
🎯 Enhancement
Enhanced DataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. Transformation: Introducing Advanced Record Conversion & Entity Mapping
 
Tailor Your Data Relationships with Granular Control

Take precise control over your data conversions with Pipeliner's enhanced Record Conversion and Entity Mapping capabilities. This powerful update allows you to define specific mappings for individual "source" and "target" record types, going beyond the previous default settings. While a flexible "Default Mapping" remains for general cases, you can now create unique, one-to-one mappings for any specific conversion scenario.

This ensures unparalleled accuracy and efficiency when transforming your records, streamlining your workflow and maintaining the integrity of your valuable CRM data.
 
  LEARN MORE  
 
 
 
Pipeliner CRM • FEATURED FEATURE
› › › › RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Intelligence
 
Pipeliner CRM • FEATURED FEATURE • Unlock Predictable Revenue with Pipeliner's Revenue Intelligence
 
Unlock Predictable Revenue with Pipeliner's Revenue Intelligence
 
Pipeliner CRM Delivering Evidence-Based Predictions for Sales Success

Discover Pipeliner's Revenue Intelligence, the innovative CRM platform that revolutionizes sales with the Revenue Intelligence Loop—delivering predictable revenue and unmatched forecast accuracy.

By harnessing historical data, leading indicators, and advanced analyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance)., it empowers you to set realistic quotas, generate precise forecasts, and perform gap analysis in real-time.

Track pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. changes, trends, and risks dynamically, while connecting sales activities to results like new business, upsell, and retention. Experience the only CRM truly fulfilling its promise—transform your strategy today.
 
  Learn More about Revenue Intelligence  
 
 
Featured Ebook • Saving You Money on Third-Party Apps
 
📚 Featured Ebook
Saving You Money on Third-Party Apps
 
Pipeliner CRM's All-in-One Power for Seamless Sales Success

Pipeliner CRM eliminates the need for costly add-ons like Calendly, Mailchimp, or SurveyMonkey with built-in features that streamline your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology..

Enjoy seamless appointment scheduling, automated email sequences, advanced WYSIWYG email editing, online forms for data collection, and robust key accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. management—all within one intuitive platform. Plus, integrated BI feeders, quotaQuota Quota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards. tracking, and embedded sales methodologies guide your team to higher efficiency and profitabilityProfitability Profitability is the potential, degree, metric, ability or relative efficiency of a business to yield financial gain (i.e., profits) after all relevant expenses and costs have been deducted..
 
   READ THE NEW EBOOK FOR DETAILS   
 
 
WEBINAR REPLAYS • Weekly Webinars of Business Use Cases in Pipeliner CRM
 
📺 WEBINAR REPLAYS
Weekly Webinars of Business Use Cases in Pipeliner CRM
 
A series of videos presented by Pipeliner Executives who use the platform hands-on every day to generate business outcomes – in these videos, they share best practices and innovative ways of using the CRM which can be applied to your specific business.

Access recordings of our webinar series including:
  • Transform Reporting with Pipeliner's Revolutionary Voyager Reporting Agent
  • Master Email Sequences
  • Automate Workflows
  • Online Forms with Voyager AI
  • Bringing Your Sales Process Alive with Voyager AI
 
  📺 Watch Here * 
 
* Pipeliner UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Credentials Required
 
 
Featured ExFind Expert • Matthew Hill • Leadership Whisperer
 
Pipeliner CRM
Featured ExFind Expert
 
Matthew Hill
Leadership Whisperer
 
Matthew Hill is a leadership trainer, intercultural facilitator, and presentation coach with a unique mix of corporate insight, global experience, and sharp humor.

He’s worked with teams from EY to GE Capital, leading communication workshops in over 30 countries. Known for transforming self-doubt into confident delivery, Matthew helps professionals—from emerging leaders to CEOs—find their voice, sharpen their message, and leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. with impact. Whether online or on stage, he brings energy, empathy, and practical tools to every session.company that runs with precision.

Don’t forget as a customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. you have access to the ExFind database of global experts and practitioners should you need to find someone to help you with a project or challenge in your business.
 
  Learn More About Matthew  
 
 
 
our knowledge digital platform
› › › › SALES POP! HIGHLIGHTS
 
Damon Lembi • Corporate Training Strategies: Boost Employee Performance & Retention
 
🎥 VIDEO INTERVIEW
Corporate Training Strategies: Boost Employee Performance & Retention
 
In today’s rapidly evolving business landscape, the ability to learn, adapt, and lead effectively is more critical than ever. In a recent episode of the Expert Insight Interview, John Golden sat down with Damon Lembi, CEO of Learn It, to discuss the nuances of learning, leadership development, and creating a thriving learning culture within organizations.

This in-depth blog post distills the main themes and actionable advice from their conversation, offering a comprehensive guide for leaders, HR professionals, and anyone invested in organizational growth.
 
  ▶️ Watch Damon  
 
🌐 more on salespop.net
 
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Your Voice • Help Others Learn About Pipeliner CRM
 
📢 Your Voice
Help Others Learn About Pipeliner CRM
 
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Share your experience on G2 Crowd! Your review helps us grow and supports others in finding the perfect CRM.

Leave a review today and let your voice be heard!
 
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Nikolaus Kimla
 
Nikolaus Kimla
 
CEO Pipelinersales Inc.
 
A serial entrepreneur, Nikolaus is the driving force behind Pipeliner with a singular vision to deliver the most effective CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. possible. He is dedicated to helping salespeople and sales leaders to be more efficient, productive and ultimately, more successful.
 

Let Us Introduce You To Pipeliner CRM

We look forward to showing you how Pipeliner CRM helps empower sales to maximize revenue.

We will guide you through the productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. and present all the benefits.

Schedule a Free Demo