Now you can have more customization options at your fingertips:
Admin can customize what is displayed for entities such as 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, LeadLeadLead 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.
Users can reorder the interface based on their preferences.
Users can even hide the widgets on the right side to create more space to work in
Plus most Navigation Tabs display the number of related records
Now you can create different Account and Contact forms with different fields. For example, you could have one Contact form for customers with specific fields and another for suppliers also with fields specific to that audience. Pipeliner just keeps on getting more flexible with each release!!
That’s right! We now have a native integration to the MarketingMarketingMarketing 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. Automation platform, Hubspot making it easy for those of you using both platforms to sync 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..
We keep making it easier and more efficient for those of you using the Pipeliner add-in for Outlook. Now you can use the email templates you create in Pipeliner in Outlook and the personalized contentContentContent 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. will be automatically populated for Contacts and Accounts
📺 VIDEO PLAYLIST Relationship Mapping › Visually bringing the "Who, What, Where" to life!
Pipeliner CRM includes four visual, dynamic relationship mapping tools that no other CRM has out of the box. These provide you with the ability to visually represent all the different relationships that impact both prospects during the sales cycleSales CycleSales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers. & customers throughout the customerCustomerCustomer is an individual or an organization that purchases a product or signs up for a service offered by a business. lifecycle.
Pipeliner will be hosting its first virtual Customer Conference on April 6th from 7 am PT to 10 am PT. We will be providing more details in the coming weeks but get ready for an amazing event with motivational speakers, panel discussions, breakouts, networking, and much more. So please SAVE THE DATE!
Every Week on Wednesday at 9 am Pacific Time, Pipeliner founder and 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. 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.
Dianna helps organizations to communicate clearly and works with leaders to increase influence by a strong executive presence. She is CEO of Booher Research Institute and founder of Booher Consultants, Inc, which is now part of Communispond. She's a prolific author of 49 books, published in 62 foreign-language editions.
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.
›››› RevOps • RevenueRevenueRevenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Operations
Why has RevOps has become a major focus for many organizations?
“RevOps” is short for “revenue operations” and it is defined as “the strategic integration of departments to provide a better end-to-end view to administration and management. Its holistic approach is designed to break down silos between departments.” To learn more about what RevOps is and how Pipeliner CRM enables it, visit our dedicated RevOps website.
In this interview, James Turk discusses his new book, Money and Liberty. James Turk is the founder and director of Goldmoney Inc., a gold-based financial services company listed on the Toronto Stock Exchange that administers $1.8 billion in precious metals. He has specialized in international banking, finance, and investment since the beginning of his career in the late 60s with Chase Manhattan (now JP Morgan). He later managed the commodity department at the Abu Dhabi Investment Authority.
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 revenue.
We will guide you through the product and present all the benefits.