Pipeliner CRM Newsletter

Pipeliner CRM Inside Track Newsletter from March 15th, 2020

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From Pipeliner CRM
 
Creating Product Categories
 
Creating 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. Categories
 
Categories are groups or families of products. You can build up a hierarchy of Categories and Sub Categories for your Products to belong to.
 
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Adding Products
 
Adding Products
 
Learn how adding your Products is useful within the Opportunities section of the tool. Also, learn key terminology within Products.
 
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Adding Product/Service Price Lists
 
Adding Product/Service Price Lists
 
When and how to use product/service price list, add to opportunities with or without price and discounts, using multiple currencies.
 
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Pipeliner CRM
Feature Spotlight
 
Simple, Non-Technical Administration
 
Simple, Non-Technical Administration
 
One of Pipeliner’s greatest strengths is that you don’t need to have technical skills or go through to long and expensive certification processes in order to administer the system. This eliminates the need for dedicated, fulltime admins and allows those working in the business to administer the system.
 
 
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Docu-sign and Pipeliner CRM
 
Pipeliner CRM
Integration Spotlight
 
Docu-sign and Pipeliner CRM
 
Sign documents anywhere from any device. A couple of taps on your iPhone or iPad and you’re done.No overnighting, faxing or waiting. Email documents for instant signature and return. More secure than paper.
 
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Pipeliner CRM
CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.’s Voice
 
Cicoi
 
Howard Lind, President and CEO of Cicoil, says, “I’ve been leading and managing industrial salesforces for a long time, and I’ve used a lot of different software packages, including Sugar, Salesforce, Goldmine, Lotus Notes and many others. I would say Pipeliner is by far the best one I’ve used—a perfect mix of functionality and ease of use. I give Pipeliner a ten out of ten.”
 
— Howard Lind, President and CEO of Cicoi
 
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Cicoi
 
 
 
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Sales POP! HighlightS
 
Selling at the C-Level
 
Selling at the C-Level
 
Selling at the C-level can mean something very different depending on what you sell, who you sell to, the value of your product or service, and many other things. Learning the nuances of how to sell to C-level executives can help you sell better and close more deals.
 
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www.salespop.net
 
 
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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