💯 New & Enhanced
Custom Entities › Even more enhancements!
We are continuing to add to the power of our Custom Entities capability is now fully supported by the Automatizer!
But wait there is more:
Send emails to accounts & contacts and link them to custom entities
Personalize email by any custom entity
Send email to all 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./contact lookups located on the custom entity or any other entity
Custom entity records now have their own feed items
With the new Custom Expression mode of the filter users can build a complex expression to filter the dataDataData is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. in Pipeliner.
The expression accepts all Pipeliner fields and can combine AND, OR operators with any combination of parentheses.
The Most Overlooked Aspect of Sales - Process Adherence
Sales processSales ProcessSales 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. adherence is crucial for the success of any sales organizationOrganizationOrganization 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.).. However, many organizations struggle to implement and maintain a consistent sales process. In this podcast interview, Spencer Wixom, President & CEO of The Brooks Group, shares his insights on the importance of sales process adherence and how to overcome the challenges of implementation and execution.
Geoff is an experienced digital leader, executive, advisor, investor, and change agent with over thirty years of success at the intersection of finance and technology.
Geoff has held key roles at Blackrock, Fischer Francis, and most recently as the Head of Technology at Western Asset Management.
During his tenure, Geoff has been responsible and accountable for over $1 billion in global IT and digital deployment, leading teams of over 300 people in support of USD hundreds of billions of global AUM.
Don’t forget as a customerCustomerCustomer 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.
🎥 VIDEO INTERVIEW
Can Digital Leadership Skills Drive Innovation in the Digital Age?
We recently had the pleasure of engaging in a thought-provoking conversation with Geoff Blaisdell. He is an experienced digital leader, executive advisor, investor, and change agent. Our discussion revolved around the importance of cultivating digital leadership skills. Fostering innovation, and the role of technology in the modern business landscape.
Geoff has held key roles at Blackrock, Fischer Francis, and most recently as the Head of Technology at Western Asset Management. During his tenure, Geoff has been responsible and accountable for over $1 billion in global IT and digital deployment, leading teams of over 300 people in support of USD hundreds of billions of global AUM.
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.