As requested you now have the tools to create and share dynamic web forms and surveys, integrated seamlessly with your Pipeliner 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.!
Create, edit and manage online forms and customize the appearance.
Share or send personalized and pre-filled form links or embed forms into web pages.
Use Google reCAPTCHA to protect your forms from bots and abuse.
Create or update your records in CRM with the form responses submitted.
Plus you can have the submitted form trigger a process in Automatizer!
📅 SAVE THE DATE
The Future of AI & Sales
Given how much hype there is around AI and in particular its impact on sales going forward, we assembled an expert panel to discuss this topic, including a patented AI inventor, a ChatGPT integrator, and sales leaders who are implementing AI in sales today!
Don’t miss this free online webinar July 13th @ 8 am PT
In this white paper, Nikolaus Kimla explores the Myths Debunked: Data Security & Risk Assessment surrounding AI in Sales 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..
AI in sales forecasting, specifically focusing on Pipeliner CRM’s AI system, Voyager. It clarifies that AI integration does not require specialized personnel, explains that AI aids in data exploration and alerts for sales opportunities, dispels the notion of AI predicting actions like a crystal ball, and emphasizes that AI conclusions can be understood within the Pipeliner CRM context.
We are getting great feedback on how our new AI Email Assistant is saving you time and increasing efficiency. If you are not using it yet, here are the details so you can start benefiting from this AI productivity tool.
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 the 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.
6X: Convert More Prospects to Customers
David is a 35-year sales veteran with success in companies such as Bellsouth and CareerBuilder. Educated as an engineer he discovered the secrets to sales success by exploring behavioral psychology and the science of human decision making. In 2012 he founded MasterMessaging to help clients increase their revenueRevenueRevenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. by mastering the ability to elevate their value. He also enjoys running barefoot, biking, and spending time with his wife, four grown children, and seven grandkids. His new book is 6X: Convert More Prospects to Customers.
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.
Stacy Brown Randall introduces her “backwards approach” to generating referrals, which involves building professional relationships with potential referralReferralReferral means the act, process, or technique of generating sales leads wherein a third party shares information about a new prospect. sources before asking for referrals. She also provides tips for companies looking to improve their referral strategy, including identifying existing referral sources and nurturing relationships with clients.
🎥 VIDEO INTERVIEW
Chat GPT › The Future of Automation and Efficiency
Shanif Dhanani is a ChatGPT consultant with a background in software development and data science. He currently helps businesses understand and build systems that connect their internal and proprietary systems to ChatGPT, enabling internal employees, customers, and other stakeholders to reap the benefits of using large language models on their own data. He has built large machine learningMachine LearningMachine Learning is an aspect or type of artificial intelligence whereby a computer possesses the ability to learn various things by itself without explicitly being programmed to., analyticsAnalyticsAnalytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance)., and software systems at large companies like TwitterTwitterTwitter is a free-to-join social network with a micro blogging service that allows the sharing of links, images and videos as well as the publishing of short posts called tweets. and Booz Allen, smaller startups like Apteo, where he was the founder, and TapCommerce, which was one of the world's first mobile advertising platforms.
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 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.