Pipeliner CRM Inside Track Newsletter from February 28th, 2020
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Inside track newsletter
›››› From Pipeliner CRM
Mapping Hierarchy of Accounts
An Accounts Hierarchy shows you accounts that are associated through a Parent AccountAccountAccount 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. in the Org Chart, giving you a global view of a company and its subsidiaries
Pipeliner boasts the most dynamic and robust reporting engine available for any CRM. You can instantly generate dynamic reports from almost any view in Pipeliner plus the power panel allows reporting on multiple dataDataData is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. sets and you can save and/or share profile reports plus there is even a dedicated reports section!
Google Drive & Pipeliner: Sharing Documents Made Easy
Share and collaborate on documents with your sales team using Google Drive and attach your files with just a few clicks to any leadLeadLead 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., sales opportunity, contact, or account in Pipeliner CRM.
››››CustomerCustomerCustomer is an individual or an organization that purchases a product or signs up for a service offered by a business.’s Voice
Video Testimonial “Pipeliner has helped us understand how much value we have in each step. One of my favorite things to do is to sit there and look at how many dollars are quoted and how many dollars aren’t quoted. Now let’s set a filter and look at the opportunities that have the most value that have been in there the shortest amount of time and see if we can close them. I love how the data that goes into it can be swizzled and filtered and pivot-tabled any way you want it, and reports can be created.”
— Luke Wittenbraker, Director of Sales & MarketingMarketingMarketing 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., Mactech
A serial entrepreneur, Nikolaus is the driving force behind Pipeliner with a singular vision to deliver the most effective CRM solutionSolutionSolution 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 revenueRevenueRevenue 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 productProductProduct 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.