Pipeliner CRM Inside Track 3.5 Release Newsletter from October 1st, 2020
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Inside track newsletter
›››› From Pipeliner CRM
›››› Feature Spotlight
Make Sales Activities Mandatory (New!)
Make Sales Activities checklist items “mandatory” before a userUserUser means a person who uses or consumes a product or a service, usually a digital device or an online service. can move from one sales stage to another. This will help you make sure that the key elements of your company’s process(es) are being checked off as Opportunities move through a pipelinePipelineSales pipelineis a visual representation of the stage prospects are in the sales process.. You can make each item - simple checkbox, activity or field - Required, Not Required or - for Activities only - Activity Completed...
Users can now select additional records to link emails to. This allows them to link emails to an Opportunity, for example, as well as to the default Contact (or 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.)...
We are here to help you through these tough times and support you in moving forward with your CRM initiatives - talk to us about how you can pay only a small nominal monthly fee for the first 3 months of a new contract.
This is the first in a series of ebooks covering the vital subject of Sales Management. In this ebook, we’re going to cover the basic essentials of the subject: Getting rapidly up and running when you’re first put on the job, taking on a team, the mindset you need, the subject of management, a sales managerSales ManagerSales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople.’s virtues, dealing with people, and the technology you need.
— New free eBook “Basic Essentials of Sales Management”
DON’T MISS THIS! YouTube Live Event: The Rise of the Virtual Age — in Education & Work
Global YouTube Live Event
YouTube Live: October 15th, 8 am Pacific Time Don’t miss this unique panel of experts with insight into the evolution of education and the evolution of the human capital needs of businesses includes experts from Harvard, Cornell, Stanford as well as business leaders with a background in education.
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.