Pipeliner CRM Newsletter (April 27th, 2023)

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› › › › From Pipeliner CRM

Pipeliner CRM

› › › › Feature Spotlight

💯 New
Approval Process

Automatic or Manual Approval processes are now available in Pipeliner! An approval process is a workflow for approving Deals, Leads, Quotes, Accounts, and Contacts.

Every approval process can have one or multiple approvers who need to approve the record for it to be “unlocked”.

Learn More

💯 New
Form Quick Jump

Now you can navigate through complex forms more efficiently, save time and reduce the risk of errors with the Form Quick Jump.

Users can type in the name of the field or section they want to navigate to, and the system will instantly take them to the corresponding section of the form and highlight it.

This is especially helpful for advanced forms with numerous fields.

LEARN MORE

Now you can quickly view the changes you made to records using the new highlighting of changes functionality!

💡 Tip
Highlighting of Changes!

Another great productivity and efficiency addition!

Now you can quickly view the changes you made to records using the new highlighting of changes functionality. This visual element immediately displays the color-highlighted changes to save you time and keep you focused.

This functionality is available in most of the List Views:

Preview screens
Linked record tabs in record details
Drilldown dialog
Forecasts

LEARN MORE

💡 Tip
Quote Management!

Now you can easily create, customize, and send quotes to potential customers!

Every quote is tracked through a Quote process, which can be customized just like other processes in Pipeliner.

And quotes can be personalized via 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. functionality and sent to a customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. via the Email integration

Every Quote is stored in the system, with its history of the interactions (feeds), Activities, and the Changelog.

LEARN MORE

💡 Tip
Lookup Fields Linking

Now you can link a Lookup field on the source entity:

Opportunity to Opportunity
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. to Lead
Activity to Activity

This enables new use-cases like creating Master Opportunity and linking them to sub-opportunities

LEARN MORE

📚 ACADEMY
Learn more about ForecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors.

Learn more about how to use our new Forecasting Feature with this step-by-step instructional video.

▶️ Watch Video

The Importance of a Sales Process • Ebook

📚 Ebook
The Importance of a Sales ProcessSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology.

Over the last 10 years or so, the sales process has become a subject of major focus in sales. There are several sound reasons for this:

The velocity at which business is conducted increases constantly.
Marketplaces have become crowded with competitors.
Sales automationSales Automation Sales Automation is the act, practice or technique of using software to simplify, speed up or streamline the entire sales process or specific component activities such as customer tracking, forecasting, and inventory monitoring. is a must for today’s sales organizations.

Academy • Make sure to integrate your email with Pipeliner so you can use Email Sequencing

📕 LEARN
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!

Artificial Intelligence in Sales • Ebook

📚 Ebook
Artificial Intelligence in Sales

While artificial intelligence has been predicted for many years, especially through science fiction movies and television, it is truly now coming to pass. We see it with Apple’s Siri and Alexa from Amazon. We witness it with the navigation systems we have in our cars. We see it in air traffic control, and in the big jetliners themselves.

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

Featured ExFind Expert

Dr. Risa Ryge
Be Heard. Be Seen. Be Valued

Clinical Psychologist, International Speaker, Founder of 93% Consulting, Advisory Council for Mindfulness Without Borders, and the Creator of Disruptive Self-OwnershipTM.

“As an Expert in Change, my goal is to help people thrive at all stages of their personal and professional lives. I believe that positive change can happen at any time. Let’s start this journey together.”

Dr. Ryger earned her Master of Science, Master of Philosophy, and Doctorate from Columbia University.

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 Risa

📺 VIDEO PLAYLIST
Relationship Mapping

Pipeliner boasts the most visual and comprehensive relationship mapping capabilities, including:

Contact Relationship Mapping — who is influencing your contacts?
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. Relationship Mapping - what companies are connected?
Org Chart - how are your accounts organized?
Buying Center - who is influencing the buying decision & how?

This video playlist explains how to use these features.

▶️ Click for Playlist

First and Only Effective Account Management Included in Sales CRM • Ebook

📚 Ebook
First and Only Effective Account Management Included in Sales CRM

For any company involved with sales, account management and key account management is crucial and requires a vastly different skillset and toolset than winning new sales.

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.

▶️ Happy New Year Video

🔊 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

› › › › SALES POP! HIGHLIGHTS

Ashley Cline • The Power of Face-to-Face Networking: Tips for Success

🎥 VIDEO INTERVIEW
The Power of Face-to-Face Networking: Tips for Success

In today’s digital age, it’s easy to overlook the importance of in-person networking and events. However, Ashley Klein, a digital 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. expert, believes that building relationships through networking is crucial for business growth. In a recent interview, she shared her tips for effectively networking at events and online.

▶️ Watch Ashley

🌐 more on salespop.net

💬 Get in touch with us

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 revenue.

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

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