Pipeliner Newsletter (October 29th, 2025)

Pipeliner

Inside track newsletter

Recent update

› › › › From Pipeliner CRM

Pipeliner CRM

› › › › Feature Spotlight

💯 New
Automatizer AI Agent: Revolutionize Your Sales!

AI-Powered Automation for Instant Process Building

Experience AI-powered automation that transforms your CRM. Sales managers can instantly build and refine automation processes through natural language prompts, with no technical setup required. Generate trusty triggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., conditions, and actions with curated AI guidance.

The built-in chat panel guides you step-by-step, naming and describing processes automatically, while keeping a full change history.

REVIEW and approve AI-driven updates with one click before publishing. Save, copy, and back up processes smoothly, ensuring every automation stays accurate, transparent, and under your control.

Learn More

💯 New
Targets Improvements: Redefine Sales Goals

Foresee and Redefine How You Achieve Sales Goals

Set up targets directly during forecast creation, ensuring sales goals and forecasts stay perfectly aligned. Pipeliner automatically detects compatible settings, helping you avoid errors.

Our new Simulated Targets allow you to experiment, model, and test performance scenarios without using real userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. 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., perfect for onboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team. or planning.

Once validated, simulated targets can be instantly converted into real user targets.

A redesigned progress bar provides clear visual milestones, tracking team progress towards goals with a cleaner, smarter interface.

LEARN MORE

💯 New
Ebook Library: Knowledge at Your Fingertips

Instant Access to Curated E-books Within Pipeliner CRM

Gain instant access to Pipeliner CRM’s curated e-books directly within the app. Browse a centralized library from the university menu and open any e-book instantly in an integrated PDF viewer with print, download, and navigation options. Explore curated guides by category, each designed to support and enhance your use of unique Pipeliner features.

With built-in links to demos, support, and additional SalesPOP! 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., the E-Book Library seamlessly empowers your team to master the pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. and boost sales performance.

LEARN MORE

Navigator Improvements: Your Enhanced Sales Compass

💯 New
Auto Number Field: Reimagined Numbering

Smart Patterns, Flawless Sequences, Zero Manual Effort

With our new auto-number patterns, sales reps no longer need to worry about manually tracking or remembering numbering sequences. Users can rely on Pipeliner’s dynamic patterns that adjust automatically based on the type of record or 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., while seeing exactly what the next number will be. Editing and adding new patterns is easy, and the system ensures sequences stay consistent and accurate, freeing up time to focus on closing deals instead of unnecessary manual data checking.

The system prevents duplicate sequences to maintain organized, reliable records without manual effort and leaves no room for error.

LEARN MORE

📺 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 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
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. 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

Pipeliner CRM

Featured ExFind Expert

Sue Heilbronner

Seasoned, passionate, direct, and creative startup operator and CEO. Advisor to fast-moving early and mid-stage companies, executive teams, and leaders.

Author of “Never Ask For The Sale: Supercharge Your Business With The Power Of Passionate Ambivalence” from Hachette Balance. Sought-after speaker, startup CEO, author, adjunct professor of entrepreneurship, strategic facilitator and advisor, conscious leadership coach and program leader, cofounder of the MergeLane venture capital fund, Techstars mentor, former federal prosecutor, and a direct and fearless catalyst for change.

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 Sue

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

Tamara Jackson • The AI Sales Integration Mistakes That Cost You Deals

🎥 VIDEO INTERVIEW
The AI Sales Integration Mistakes That Cost You Deals

In a recent conversation with John Golden of Sales POP! Online Sales Magazine, Tamara Jackson, a strategic sales advisor and founder of 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. Reviver, shared valuable insights about transforming sales processes through artificial intelligence.

Her expertise reveals how organizations can effectively leverage AI without compromising the human elements that drive real business results.

▶️ Watch Tamara

🌐 more on salespop.net

💬 Get in touch with us

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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 revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales..

We will guide you through the product and present all the benefits.

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Pipeliner CRM Newsletter

Pipeliner CRM Inside Track Newsletter from October 29th, 2025

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