💬 PIPELINER BREAKFAST EVENTS
This is the Greatest Sales (R)evolution in a Generation
Attend one of our 6 in-person breakfast events & learn about:
5 Ways to Ride the Sales (R)evolution wave
1 • Multithreading › Developing a coaching culture 2 • Authenticity › Character plus advanced skill building 3 • Return to Relationships › Trust built on principles 4 • AI & Automation › Where innovation meets optimizationOptimizationOptimization is the process or act of altering a system, design, or procedure such that it 1) attains full functionality or efficiency, or 2) generates maximum output, benefit, or impact. 5 • Invest with discernment in the right tolis for productivity
💯 New & Enhanced
Report Enhancement › Summary Values
In the latest of our ongoing Reports enhancements, users can now summarise related 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. “on the fly” by creating a “Summary Value” field directly within a report rather than needing an Admin to create a Rollup field and place it on the Form for every record.
A Summary Value field could be used to sum all open Opportunities for an 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. (as shown below) or count the number of activities linked to Won Opportunities.
Lookup fields allow you to create custom relationships between different types of record. To further extend the usefulness of these relationships, we’ve added the option to create Lookup fields (or update existing fields) to have a “Primary” (or main) record.
This change offers you even more possibilities when using Filtering, Personalization, Document Templates, Automatizer, or Sending Emails.
Webhooks are now supported for Custom Entities and for Products inside 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. Catalog.
Developers can also use new methods to work with custom lookup fields. All details will be available in our developer documentation
How Can AI-Powered Insights Transform B2BB2BB2B is an acronym for Business-to-Business, a model for selling, relationship-building, or engagement.RevenueRevenueRevenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Growth Strategies?
Sankar Sundaresan, CEO of SkyGeni discusses the inception of SkyGeni as a solutionSolutionSolution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. to synthesize data from various tools into actionable insights. He emphasizes the importance of AI in analyzing data for efficient sales processes and aligning sales and 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. efforts.
Sanckar also addresses the need for explainable AI to reconcile data insights with sales leaders’ intuition. The episode concludes with a discussion on the future of data-driven decision-making in sales.
Doug’s life is a story of remarkable challenges and groundbreaking discoveries.
From his fascination with coordinate systems to a life-saving kidney transplant, his journey led him to uncover the concept of Hypernomics—a field that explores uncharted dimensions in market analysis.
Doug founded Hypernomics Inc., developing innovative software capable of analyzing markets in four or more dimensions, and grabbing the attention of industry giants like NASA and Lockheed Martin.
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.
A serial entrepreneur, Nikolaus is the driving force behind Pipeliner with a singular vision to deliver the most effective CRM solution 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.