Pipeliner Newsletter (September 25th, 2025)

Pipeliner

Inside track newsletter

Recent update

› › › › From Pipeliner CRM

Pipeliner CRM

› › › › Feature Spotlight

🎯 Enhancement
Introducing Voyager AI Coach: Your New Sales Empowerment Tool (BETA)

Voyager AI Coach: Integrated, Intelligent, Instant

Meet Voyager AI Coach, your always-on sales companion. Whether you need sales strategies, 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. insights, leadership advice, or CRM help, Voyager guides you by tapping into SalesPOP!’s expert 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 Pipeliner’s Knowledge Base.

It’s built directly into your CRM, easily accessible from the main menu, with a chat window that stays open across tools. Start a new conversation, recall earlier interactions, and even talk directly through speech or text.

With saved chat history, you can get back on track instantly. Help your sales team work smarter, quicker, and more confidently. Try it today in BETA.

Learn More

🎯 Enhancement
Enhanced Forecasts: Predict and Plan with Confidence

Streamlined Setup, Clearer Insights, and Real-time Tracking

The Forecasts component now features a clear, step-by-step wizard for easy setup and 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. definition. Quota management offers both simple and custom modes for flexible planning. The new default view provides instant insights with preselected metricsMetrics Metrics are quantities that are measured and used to:, drilldowns, and open settings.

You can rearrange columns, see predictions, and view charts highlighting today's position for real-time context. These intuitive processes and layouts reduce friction and save time, making forecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors. more insightful.

LEARN MORE

🎯 Enhancement
Navigator Improvements: Your Enhanced Sales Compass

Enhanced Sales Navigation with Intuitive Guidance and Customization

Navigator now offers clear in-context guidance, making setup easier than ever. Help texts guide users through entity selection, filters, and conditions, with optional steps clearly marked.

Smarter behavior ensures meaningful results with improved labeling and consistent layouts.

Changes are instantly saved, and customization is upgraded with chart colors, rich text titles, and clearer KPI and grid displays.

You also gain ultimate control with new Grid, KPI Chart, and KPI List components, plus updated Target chart types.

LEARN MORE

The Rural Sales Show:

Pipeliner CRM CMSO John Golden talks to the Rural Sales Show about CRM Implementation

In this episode of The Rural Sales Show, St John Craner talks with John Golden, Chief Marketing Officer at Pipeliner CRM and host of SalesPOP! podcast.

John shares how sales leaders can successfully implement CRM systems, avoid common pitfalls, and turn them into true performance drivers.

Why defining 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. is essential before rolling out CRM
The common mistakes businesses make during CRM implementation
How AI can enhance CRM and sales effectiveness
Why sales leaders should focus on the early pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. stages
How to prepare properly for sales calls to improve close rates
The role of incentivization in driving CRM adoption
How to align sales strategies with changing buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service. behavior

🎙 Listen to J. Golden

🎙 More Podcasts Like This

📺 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 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.
Unlocking the Power of Custom Entities
Mastering & Managing Sales Activities
How to Setup an Event using Pipeliner CRM
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 & 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 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

Pipeliner CRM

Featured ExFind Expert

Dre Baldwin
Former Basketball Pro

A 4x TEDx speaker and 41-time author, Dre played pro basketball for 9 years. Today, he helps experts and entrepreneurs install mindset, systems, and strategy to scale from six to seven figures with presence and power.

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 Dre

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

Katie Nelson • The Power of Focus: Why Niching Down Is Your Ultimate Sales Superpower

🎥 VIDEO INTERVIEW
The Power of Focus: Why Niching Down Is Your Ultimate Sales Superpower

In the world of sales, it’s a common mistake to believe that a bigger market equals more opportunities. But what if the opposite were true? What if the key to unlocking massive, sustainable growth was to focus on a small, specific segment of the market? This powerful idea was at the heart of a recent conversation between John Golden and Katie Nelson, the founder and CEO of Sales Uprising.

With over 30 years of experience and a staggering $150 million in sales to her name, Katie explains exactly why the disciplined art of niching down is the ultimate strategy for sales professionals and business owners.

▶️ Watch Katie

🌐 more on salespop.net

💬 Get in touch with us

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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

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.

Schedule a Free Demo

Pipeliner CRM Newsletter

Pipeliner CRM Inside Track Newsletter from September 25th, 2025

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