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Pipeliner CRM
Feature Spotlight
 
Virtual Customer Event Video Replays
 
📺 Video Replays
Virtual CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Event
 
Our first virtual customer conference on April 6th was a fantastic event. The attendance, interaction, and feedback were more than we could have hoped for so a HUGE THANK YOU to all who participated as attendees, speakers, panelists as well as the organizing team behind the scenes.

If you missed the event or want to revisit some of the sessions, the replays are now available on a secure page where you can log in with your Pipeliner CRM credentials.
 
 
▶️ Click To Access Videos
 
 
A Guide to Sales Analytics
 
📕 Guide
A Guide to Sales 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).
 
Accurate sales 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. 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.
 
CLICK TO LEARN MORE
 
 
The Changing Nature of Onboarding
 
📕 Guide
The Changing Nature of OnboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team.
 
Traditionally onboarding for software applications was a one-off event, however, with API Interfaces and Webhooks there is no longer a single software setup and onboarding—it is a series of iterations. This subsite outlines in detail the step-by-step approach we recommend.
 
CLICK TO LEARN MORE
 
 
Helpful Tips for Setting Up Pipeliner
 
💡 TIPS
Helpful Tips for Setting Up Pipeliner
 
We want to make sure you get the most out of Pipeliner from the get-go so we have put together some items to consider and then guidance on how to set them up and why. This subsite is divided into three areas of focus:
  • Admin Setup
  • Sales ManagerSales Manager Sales 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. Setup
  • End UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Setup
 
CLICK TO LEARN MORE
 
 
Why Every User Should Integrate Their Email With Pipeliner CRM
 
Pipeliner CRM
Integration Spotlight
 
Why Every User Should Integrate Their Email With Pipeliner CRM
 
Integrating your email with Pipeliner CRM brings to life so many options and capabilities that it can transform your whole CRM experience. Plus it is a simple and straightforward process that literally takes a few clicks. Pipeliner CRM supports both Office 365 and Google G-Suite.
 
Click to Learn More
 
 
 
Pipeliner CRM • ASK THE EXPERT!
Salon77 is now open!
 
Ask The Expert • Salon77 is now open
 
Every Week on Wednesday at 9 am Pacific Time, Pipeliner founder and 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. visionary, Nikolaus Kimla will be available to current customers for one hour to:

Answer questions about the product ✓
Advise on implementation & integrations ✓
Provide additional insight into features ✓
High-level review of business cases ✓

Please note this is not designed to be training or technical support, rather it is your chance to discuss the business application of the product and get advice on how to optimize your use of it.
 
 
Learn More about Salon77
 
 
Ask The Expert • Salon77 is now open
 
 
Featured ExFind Expert • Precious Williams
 
Pipeliner CRM
Featured ExFind Expert
 
Precious Williams
the “Killer Pitch Master”
 
Founder and CEO of Perfect Pitches by Precious, she is a 13-time national elevator pitch champion who also successfully trains the sales teams at Fortune 100 companies. Plus she is a best-selling author and has appeared successfully on Shark Tank. If you want to take your pitch to a whole new level, then reach out to Precious.

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 Precious
 
 
 
Pipeliner CRM • INSIGHTS
Don’t Forget We Are Always Here For You!
 
Don’t Forget  We Are Always Here For You!
 
Pipeliner supports you and your users in many different ways depending on your needs. Visit this page to learn about all these ways and share it with your colleagues so whenever they need us, we are here!
 
 
Learn About All the Ways We Can Help!
 
 
Don’t Forget  We Are Always Here For You!
 
 
 
our knowledge digital platform
SALES POP! HIGHLIGHTS
 
The Role of Body Language in Communication
 
📺 VIDEO INTERVIEW
The Role of Body Language in Communication
 
In this Expert Insight Interview, Martin Brooks discusses deciphering what somebody is thinking through body language. Martin Brooks has always been curious about how the world’s top communicators use their body language to enhance their performance, make an impact, and boost their chances of success, which is why he became the Impactologist.
 
▶️ Watch Martin
 
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.
 

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 product and present all the benefits.