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Pipeliner CRM
Feature Spotlight
New Step Activities • Enhanced process management
💯 New
Step Activities
Enhanced process management
Step Activities help managers to efficiently guide sales teams in the CRM

All processes (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., Opportunity, Quote) get access to a total of 11 Step Activities including sending emails, mapping sales roles, etc.

Each Step Activity is displayed based on a condition - for example, if you sell into multiple industries, you may want to enroll a contact into an industry-specific sequence or generate an industry-specific document from the document templateTemplate Template is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier..

You can describe each task in as much detail as you need using the new rich text editor
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List Views Now More Flexible Than Ever!
💯 New
List Views Now More Flexible Than Ever!
List views are now horizontally resizable which means users are able to pin key fields to the first columns - all part of Pipeliner’s dedication to enabling users to see things their way!
Lookup Fields Linking
💯 New
Lookup Fields Linking
Now you can link a Lookup field on the source entity:
  • Opportunity to Opportunity
  • Lead to Lead
  • Activity to Activity
This enables new use-cases like creating Master Opportunity and linking them to sub-opportunities
Calendar Private Appointment Management
💯 New
Calendar Private Appointment Management
If you would rather not have your private appointments synchronized to Pipeliner for privacy and security reasons, you now have the option to exclude them.

(Previously all events from your selected calendar were synced to Pipeliner when the Google or Microsoft integration was enabled)
Google Integration
Microsoft Integration
Pipeliner CRM – The Concepts Behind The Features • Ebook
📚 Ebook
Pipeliner CRM – The Concepts Behind The Features
The understanding of Pipeliner CRM features must go well beyond simple, functional explanations. Just understanding mechanical functionality doesn’t necessarily mean you’ll really grasp 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 all that it means, which is why I’m now writing this ebook on the concepts behind Pipeliner CRM functionality.
Make sure to integrate your email with Pipeliner so you can use Email Sequencing
Email Sequencing
Make sure to integrate your email with Pipeliner so you can use Email Sequencing

Now you can build cascading email campaigns from right inside Pipeliner!
  • Schedule the sequence of emails
  • Use email templates
  • Create conditional follow-up actions for your team
  • Specify the conditions when contacts should be unenrolled from a sequence
  • Review campaign performance statistics
  • And more!
Read More
How To Activate Multi-language Support • Video
How To Activate Multi-language Support
Learn how to activate the multi-language support in Pipeliner CRM. Once you've activated multi-language support there are two ways to utilize the functionality with contextual translation translations and added in the fields and forms menu.
▶️ Watch Video
Automatizer: The Revolution for CRM • Ebook
📚 Ebook
Automatizer: The Revolution for CRM
It’s no secret that the covid19 pandemic has pushed the digital world many years ahead—I would say at least 5 years, perhaps even more. We now see (whether you believe it or not) that with the “3rd wave” of covid19 we need to prepare ourselves for this to be an ongoing situation. The pressure to have a digital strategy is now crucial, and I would say it’s impossible to function as a business if you don’t have one.
Pipeliner CRM • Tips & Tricks
 Pipeliner Delivers Real
RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Intelligence
Pipeliner CRM • Pipeliner Delivers Real Revenue Intelligence
Pipeliner is the first and only CRM that delivers evidence-based predictions, making it the only platform to truly deliver on the promise of CRM.

The Pipeliner Revenue Intelligence Loop delivers Predictable Revenue and Forecast Accuracy!
Learn More
Pipeliner CRM • INSIGHTS • Get Ready for 2023 with Account Management
Featured ExFind Expert • Michael Liebowitz
Pipeliner CRM
Featured ExFind Expert
Michael Liebowitz
Finding Your “Hell Yeah!” Value PropositionValue Proposition Value Proposition is a statement or message that encapsulates the reasons — such as benefits and unique attributes — consumers would want to patronize a brand or purchase a product.
Michael loves language. Especially how the language we use determines how we are understood and how people understand our businesses.

With a background in linguistics and behavioral neurology, Michael works with consultants, founders, and teams to communicate effectively so they can improve 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. ROI, shorten sales cycles, and get to ‘yes’ faster. He gets his clients saying all the right things that will trigger the parts of our brain that make us want to buy.

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 Michael
Mental Health in the Workplace • Video Playlist
Mental Health in the Workplace
Certain stigmas still remain that prevent many people from discussing mental health issues in the workplace. We assembled a team of experts to address this issue and wider mental health challenges.

▶️ Click for Playlist
Sales Management Through Pipeliner CRM • Ebook
📚 Ebook
Sales Management Through Pipeliner CRM
The topic of Sales management is very broad, and is covered in an infinite number of books, so we won’t be covering that here. There is also an endless list of material on sales management—and as anyone who has read my previous writings on the subject knows, I consider that management is management.
Pipeliner’s Online Sales Magazine Sales POP! Wants your input!
Pipeliner’s Online Sales Magazine Sales POP! Wants your input!
Let us know what you would like to see us focus on in 2023. Sales POP! is the largest and most comprehensive 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. platform covering everything from sales to sales management, leadership to motivation, and much, much more. We are adding to our more than 1000+ global contributors constantly.
Contact us with content ideas
▶️ Happy New Year Video
Sales POP! & PIpeliner CRM Support Mental Health Awareness
🔊 Announcement
Sales POP! & PIpeliner CRM Support Mental Health Awareness
Introducing our Mental Health Interviews Series that features real people sharing their personal stories of resilience and courage. Hear about their mental health journeys, get tips on how to manage difficult emotions, and discover ways to build a supportive community. Find out how you can look after your mental health and become stronger than ever.
▶️ Watch Video
our knowledge digital platform
Nick Hill • How to Turn Cold Online Outreach into Warm Offline Conversations
How to Turn Cold Online Outreach into Warm Offline Conversations
Nick has focused the last ten years on optimizing sales processes for brands within marketing, advertising, and industry, both on the service side, and technology providers Sasmartech, Ad Tech. Using technology to support the human side of selling has been Nick’s passion since he started in sales.
▶️ Watch Nick
🌐 more on
💬 Get in touch with us
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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We look forward to showing you how Pipeliner CRM helps empower sales to maximize revenue.

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