Tagging allows you to categorize and search Accounts, Contacts, Leads or Opportunities in Pipeliner. Users can use multiple Tags per record and - if their userUserUser means a person who uses or consumes a product or a service, usually a digital device or an online service. rights allows - can create new Tags “on the fly” from inside the web app. Tags can even be color-coded when they’re created!
💯 New Now you can let other people & systems send emails on your behalf!
Now users, such as salespeople, can, for example, let Marketers, RevOps or other roles send emails from that salesperson’s email address to use with Automatizer workflows, Email Sequences and Mass Emails.
💡 Tip Do you love all the new Customization Options?
Make Pipeliner Fit The Way You Work! 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
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.
Satyam founded UXReactor in 2014 together with his brother, Prasad. Under his leadership, UXReactor has become the fastest growing specialized experience design firm in the USA, with a team of 60+ employees spread over three continents.
UXReactor transforms experiences so that companies no longer have to compete on features. They do this by helping clients architect entirely unique, end-to-end experiences and differentiating them in such a profound way, that it’s virtually inimitable.
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.
Pipeliner supports you and your users in many different ways depending on your needs. Visit this page to learn about all these ways and share it with your colleagues so whenever they need us, we are here!
🎥 VIDEO INTERVIEW The Hidden Causes Of Burnout & Its Effects
Karen Curry Parker is a number-one best-selling author, human-design specialist, trainer, professional speaker and creator of Quantum Human Design and Quantum Alignment System. In this interview, Karen unpacks the symptoms & causes of burnout and how to counter them.
We often use media as a substitute for cultivating true meaning and alignment. If you can’t sit without contact with a device for a couple of hours, there’s a pretty high probability that you’re burned.
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.