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 TemplateTemplateTemplate 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 customerCustomerCustomer 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.
💯 New Dashboards and Reports become even more vibrant!
The color scheme of reports and dashboards has been updated so 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. series in charts are even more visual and easy to comprehend
The Pie Charts visualization has also been updated so that pie chart values are also more visual and easier to comprehend.
We released the new forecastingForecastingForecasting 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. feature in the summer of 2022 and now are sunsetting the old forecasting functionality in two stages:
End of January 2023 users will no longer be able to use the Old Forecasts functionality.
End of July 2023 old forecasts will be deleted and no longer accessible to users.
📚 ACADEMY Learn How to use our new TAGS!
Categorizing records within Pipeliner is now easier than ever with Tags. Users can add multiple tags to Contacts, Opportunities, and Leads or create new tags as needed right from the record. The ability to create tags can be delegated via userUserUser means a person who uses or consumes a product or a service, usually a digital device or an online service. role in the admin module.
Learn how to activate the multi-language support in Pipeliner CRM. Once you've activated multi-language support there are two ways to utilize the functionality with contextual translation translations and added in the fields and forms menu.
››››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. Management
Account Management is important in any environment but absolutely critical during a recession
Pipeliner’s account management capabilities help you maintain and expand your customer relationships. This can make all the difference during challenging market conditions.
We are the first CRM vendor worldwide to include account management in the core system.
Author, researcher, and cognitive science nerd, Rob has always been frustrated that most of the communication advice pushed by self-help books is based on a mixture of pseudoscience, hearsay, and wishful thinking.
So he made it his mission to uncover the best research in this area, sort fact from fiction, and share the results. He also founded the learning company Emphasis in 1998.
So far, it’s helped more than 70,000 people around the globe to transform their written communication. Clients include everyone from Google and the world's leading law firms to the Royal Household at Buckingham Palace.
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.
To understand the concepts and ideas that underpin the different features and functions of Pipeliner CRM, we have created this Ebook and Subsite that cover ⤵
Understanding Company Structure ‹ Multiple Pipelines ‹ 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 Price Lists ‹ Common Lists ‹ Fields and Forms ‹
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 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. 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.
🎥 VIDEO INTERVIEW Sales MessagingMessagingMessaging is the process of communicating your brand’s value proposition, the benefits you offer, and the perceived meaning of such communication among your target audience. › Why It Fails and How to fix It
Tim Pollard is the founder and CEO of Oratium, Speaker, and Author of “The Compelling Communicator” and “Mastering the Moment.” He is a specialist in a very high level of communication skills. He has deep experience in both teaching and executing oral communication, with a particular emphasis on message architecture.
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 product and present all the benefits.