Pipeliner CRM Newsletter (January 28th, 2022)

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› › › › From Pipeliner CRM

Pipeliner CRM

› › › › Feature Spotlight

💯 New
Calendar Scheduling

Move over Calendly there is a new scheduler in Pipeliner!

Pipeliner has released a new Scheduling Feature that can replace Calendly or other 3rd party calendar scheduling services. This means you no longer need to use an additional service to allow your contacts to schedule meetings with you - now you can do it all within Pipeliner! This will allow you to share your availability and let your contact book a meeting at times convenient for both of you.

(included in Unlimited Tier available to all other tiers to test and review for free for 2 months)

⚡️ Improvement
Outlook Add-in Enhancements!

We have made some important enhancements to our Outlook add-in that we know you will love:

Recent Search allows you to quickly access recent records you searched for in the Pipeliner Outlook Add-in.
Now you can create a 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., and have it linked to a Contact & 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. simultaneously.
Plus custom fields that you create in Pipeliner will now be available in the Outlook Add-in.

💯 New
Advanced Permissions

Who needs to see what and how much do they need to see?

With Advanced permissions, you can now manage access to reports, dashboards, email templates, profiles, & form views.
Plus there is a new Tab called Common records on the Role Level where you can manage permissions for common records in Pipeliner like (sharing, deleting & creating options).
And there is a new SuperAdmin Right that can be set up so this userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. can remove Common Records even though they are not the owner.

💯 New
Video Calling

Most of us now rely on video meeting apps so we’ve embedded a “Video Calling” widget that links to 2 of the most popular tools (Zoom and Microsoft Teams) directly into Pipeliner.

📺 Video
Relationship Mapping Video Playlist

Pipeliner CRM includes four visual, dynamic relationship mapping tools that no other CRM has out of the box. These provide you with the ability to visually represent all the different relationships that impact both prospects during the sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers. & customers throughout the customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. lifecycle.

▶️ Click for Playlist

Pipeliner CRM

Featured ExFind Expert

Robin Dreeke
"Spy Master!"

Robin is a best-selling author, professional speaker, trainer, facilitator, and retired FBI Special Agent and Chief of the Counterintelligence Behavioral Analysis Program. Robin has taken his life's work of recruiting spies and broken down the art of leadership, communication, and relationship building into Five Steps to TRUST and Six Signs of who you can TRUST.

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 Robin

Pipeliner CRM • TIPS & TRICKS

› › › › 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. 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). & Pipeliner CRM!

Accurate sales data that is properly analyzed & interpreted is a must-have for any 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.). hoping to succeed in this ever-changing business landscape.

It is all about identifying the right data that provides both lagging and leading indicators of success — this subsite will help you identify how to do this as effectively as possible to give your organization a competitive advantage.

Learn More about DATA Analytics

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

📺 VIDEO
The Divine Comedy of Sales!

In this Expert Insight Interview, Matt McDarby discusses his latest book, The Divine Comedy of Sales. Matt McDarby is a long-time sales professional and sales consultant. He is the founder and CEO of United Sales Resources (USR) and the author of three books.

▶️ Watch Matt

www.salespop.net

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 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

Pipeliner CRM Newsletter

Pipeliner CRM Inside Track 4.4 Release Edition from January 28th, 2022

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