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› › › › From Pipeliner CRM
 
 
Pipeliner CRM
› › › › Feature Spotlight
 
Unlock Pricing Clarity and Control • The Intelligent Price Engine is Here
 
💯 New
Unlock Pricing Clarity and Control
 
The Intelligent Price Engine is Here

Pipeliner's new 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. Pricing system offers full control with an intelligent, multi-layered engine.

Easily set standard prices, create specific Price Schedules for customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. segments, or manage pricing at the 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. level.

The system automatically finds the best price for any product, shows you the logic, and ensures the default is always right for the customer. This clear process simplifies the sales workflow and helps eliminate errors in quotes.
 
   Learn More   
 
 
Centralize Your Reporting Schedules • Keep Reports Accurate and Aligned
 
💯 New
Centralize Your Reporting Schedules
 
Keep Reports Accurate and Aligned

The updated scheduling system ensures reports stay accurate and well-maintained. Easily review, adjust, or remove any scheduled report from a single, central interface.

This eliminates reliance on individual users for maintenance, prevents outdated schedules from cluttering the system, and ensures your reporting is always aligned with your business priorities.
 
  LEARN MORE  
 
 
Smarter Forms for Better Data • Conditional Logic That Adapts
 
💯 New
Smarter Forms for Better 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.
 
Conditional Logic That Adapts

Forms now adapt more intelligently based on what you enter. Fields become visible, required, or read-only using smarter rules that match real sales scenarios, going beyond simple yes/no conditions.

This results in cleaner, more intuitive forms that adjust naturally to different inputs.

The outcome is improved data accuracy and a better userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. experience for your sales team.
 
  LEARN MORE  
 
 
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:
  • All About the Archive
  • AI Tools in Pipeliner CRM
  • Transform your Sales Performance with Data
  • Unlocking the Power of Custom Entities
  • Mastering & Managing Sales Activities
  • How to Setup an Event using Pipeliner CRM
  • Account Management & Farming Accounts
  • Product Catalog & Document Management
  • Mastering Tags & Views
  • Transform Reporting with Pipeliner's Revolutionary Voyager Reporting Agent
  • Master Email Sequences
  • Automate Workflows
  • Online Forms with Voyager AI
  • Bringing 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. Alive with Voyager AI
 
  📺 Watch Here * 
 
* Pipeliner User Credentials Required
 
 
Featured ExFind Expert • Darryl Stickel
 
Pipeliner CRM
Featured ExFind Expert
 
Darryl Stickel
 
Thought leader in trust!

Darryl offers practical, impactful insights and guidance on leadership and transformation.

With his extensive training and experience, he is exceptionally well-suited to serve as a mentor, coach, and thought partner for leaders.

With a Ph.D. in Business from Duke University and a tenured consultant for McKinsey & Company, Darryl’s experience and education have equipped him with the academic and practical expertise required to bring about profound change in businesses and their leaders.

He has formulated and documented an integrated model of Trust, which he applies in all his relationships and endeavors.

Don’t forget as a customer 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 Darryl  
 
 
Featured Podcast • The Mason Duchatschek Show • The Sales Superstar Lie: Why Your “Top Performer” Might Be Killing Your Revenue
 
🎙 FEATURED PODCAST
The Sales Superstar Lie: Why Your “Top Performer” Might Be Killing Your RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales.
 
In this eye-opening episode, discover:
  • Why your top performer might be creating more problems than profits
  • The hidden costs when sales and marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. operate in silos (and how to fix it)
  • How to build a scalable sales process that delivers consistent, predictable results
  • The critical balance between structure and creativity that top-performing teams master
  • Quick wins you can implement immediately to strengthen your sales system
Pipeliner CRM CMSO John Golden shares battle-tested strategies for transforming your sales organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). from a collection of individual heroes into a high-performing, collaborative machine. Learn why forecast accuracy is the true indicator of sales maturity, how to assign roles that leverage individual strengths, and why preparation time before calls can make or break your results.
 
  🎙 Listen to J. Golden  
 
  🎙 More Podcasts Like This  
 
 
 
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› › › › SALES POP! HIGHLIGHTS
 
Tamara Jackson • The AI Sales Integration Mistakes That Cost You Deals
 
🎥 VIDEO INTERVIEW
Future-Proofing Your SEO with E-A-T and Schema with Kevin Roy
 
In this episode of Expert Insight Interview, John Golden talks with Kevin Roy, CEO and co-founder of Green Banana SEO, about how to stay on top in an AI-powered search world. Kevin explains the current challenges of SEO in an era where AI-driven search engines are leading to more “zero-click” searches and the erosion of organic traffic.

He discusses actionable strategies for adaptation, including optimizing for schema markup, leveraging reviews, focusing on complete and relevant contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences., and understanding the differences between major AI models such as ChatGPT, Gemini, and Perplexity. Kevin also shares his thoughts about the future of SEO and paid ads in an AI-first world.
 
  ▶️ Watch Kevin  
 
🌐 more on salespop.net
 
💬 Get in touch with us
 
 
Your Voice • Help Others Learn About Pipeliner CRM
 
📢 Your Voice
Help Others Learn About Pipeliner CRM
 
Love Pipeliner CRM?

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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Announcements
Please note that Pipeliner CRM has a new phone number
please update your contact info!

+1-888-CRM-1081 or +1-888-276-1081
 
 
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.
 

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