Pipeliner CRM Newsletter (June 9th, 2022)

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› › › › From Pipeliner CRM

Pipeliner CRM

› › › › Feature Spotlight

💯 New
New LeadLead Lead 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. Process

Lead qualificationLead Qualification Lead Qualification is the process of determining whether a potential customer has the characteristics of your company’s ideal client (such as sufficient purchasing ability and a higher likelihood of buying your product). requires its own defined processes and now with Pipeliner Lead Management, you can build unlimited lead processes, such as for…

InboundInbound Inbound refers to interest (could be sales or marketing driven) that comes in – e.g. cold emails to you, submitted forms on your website, press inquiries, etc. & Outbound Leads
Partner & Distributor Leads
ProductProduct Product 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.-specific Leads

Plus you can have unlimited steps as well as processes and even have leads move backward or forwards based on seller activity and buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service. response..

Learn More

💯 New
New Lead Forms

For any step in a lead process, you can now add customized forms. An example would be when a new hot lead comes in support can be notified to be ready to engage at any moment.

You could have another form for lost leads so that all the information relevant to that lead can be saved and analyzed.

LEARN MORE

💯 New
Email Permissions

Set up the email contentContent Content 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. privacy for each role — make them private or public. Email privacy is automatically applied to incoming or outgoing Emails.

LEARN MORE

💡 Tip
Customize Entity Names

Maybe the default entity names in Pipeliner don’t reflect your business or the nomenclature you use so we have made it easy for you to change them.

For example, maybe your business is based on referrals and you want to change the entity name Leads to Referrals, well now you can!

LEARN MORE

📕 LEARN
Email Sequencing

Make sure to integrate your email with Pipeliner so you can use Email Sequencing

Now you can build cascading email campaigns from right inside Pipeliner!

Schedule the sequence of emails
Use email templates
Create conditional follow-up actions for your team
Specify the conditions when contacts should be unenrolled from a sequence
Review campaign performance statistics
And more!

📚 ACADEMY
Learn More About Appointment Scheduler

Here is an easy-to-follow video that walks you through how to use Pipeliner’s Appointment Scheduler (hint: it's easier than Calendly!)

▶️ Watch Video

Pipeliner CRM • ASK THE EXPERT!

› › › › Salon77 is now open!

Every Week on Wednesday at 9 am Pacific Time, Pipeliner founder and product 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.

Learn More about Salon77

Pipeliner CRM

Featured ExFind Expert

Dr. Natalie Nixon
the creativity whisperer for the C-Suite

Natalie advises leaders on transformation — by applying wonder and rigor to amplify growth and business value. She brings an innovative and unique perspective to every keynote, strategic advisory engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience., and leadership coaching session. Her experience living in 5 countries combined with her background in anthropology, fashion, academia, and dance distinguish her as a one-of-a-kind creativity expert.

She was named among the top 40 women keynote speakers in the world for 2020 by Real Leaders; the top 10 women keynote speakers of 2021 by BigSpeak; and has been featured in Forbes, Fast Company and INC.

She's the author of the award-winning "The Creativity Leap: Unleash Curiosity, Improvisation and Intuition at Work"

Don’t forget as a customerCustomer Customer 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.

Learn More About Natalie

Pipeliner CRM • INSIGHTS

› › › ›Don’t Forget We Are Always Here For You!

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!

Learn About All the Ways We Can Help!

📺 Video Replays
Virtual Customer Event

If you missed our virtual customer event or want to revisit some of the sessions, the replays are now available on a secure page where you can log in with your Pipeliner CRM credentials.

▶️ Click to Access Videos

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

🎥 VIDEO INTERVIEW
The Human Sales Factor

Lance Tyson discusses his book The Human Sales Factor: The Human-to-Human Equation for Connecting, Persuading, and Closing the Deal. Lance is the CEO of The Tyson Group, a top sales trainingSales Training Sales Training is the process of improving the skills, behavior and mindset of sales professionals to upgrade their selling performance. company. He specializes in sports selling and has worked with some of the biggest sports teams in America.

▶️ Watch Lance

www.salespop.net

Nikolaus Kimla

CEO Pipelinersales Inc.

A serial entrepreneur, Nikolaus is the driving force behind Pipeliner with a singular vision to deliver the most effective CRM solutionSolution Solution 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 revenueRevenue Revenue 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.

Schedule a Free Demo

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