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Feature Spotlight
Historical Reports
💯 New
Historical Reports
In yet another major enhancement to our Report Engine, we’ve added a new type of report: Report with Historical DataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.. Creating these reports is fundamentally the same as any other type but you are now able to track changes made to values over a period of time using date comparisons or historical trends.

(Fields that are tracked in the Change Log can also be used to track historical data in a report.)

You can use this type of report to answer such questions as “what’s the current value of our open opportunities as compared to their value last month - is it increasing or decreasing?”
   Learn More   
Calculated Formulas
💯 New
Calculated Formulas
You have been asking to use more advanced calculations in fields in Pipeliner so that calculations work not only with numbers, but also with text, dates etc, plus the ability to use the same sort of functions that they are familiar with using in Excel, for example.

We heard you and have delivered:
  • A new Formula Editor
  • The previous formula edited has been updated with a new, more intuitive, editor
  • A brand new field type of “Formula” field containing all new functions
  • New Calculated Report Value › basically it is a new Formula field working within a Report (similar to the workings of Summary values from our last release)
  • Updated Web resource fields with a new editor
  • Updated Calculated validations on form fields with a new editor
Card View Customization
💯 New
Card View Customization
Now you can customise all the Cards and modify their fields, change the position and even specify the whole set of fields by entity type.

And you now can change the look of your lookup field in Card View. With this feature you can turn any lookup field into a card and back again, giving you a whole new experience in how you can work with record detail fields.
Pipeliner CRM • FEATURED CUSTOMERCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.
Connect more of your apps to Pipeliner CRM with Zendesk
Learn about how Tenaska MarketingMarketing Marketing 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. Ventures (TMV) is using Pipeliner CRM to meet their business needs:

“The main benefit of the new system is the increased transparency of our data and processes,” said Kathleen McClung, Director of TMV’s business intelligence team.

“We can now collaborate more effectively across teams, regions and accounts, as we have a single source of truth for all our information. This has improved the quality and consistency of our work and enhanced our communication with each other.”
Read More about Tenaska
Connect more of your apps to Pipeliner CRM with Zendesk
New Independent CRM Research Paper • Featured Whitepaper
📚 Featured Whitepaper
New Independent CRM Research Paper
Recently Pipeliner CRM commissioned an independent study conducted by Daniel Struck of DePaul University to look at the dynamics of Customer Relationship Management (CRM) systems within business enterprises.

The research looks at accountAccount Account 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. ownership, understanding of the system, and management of potential sales (pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.).

The goal was to not only learn more about CRM systems, but also to help salespeople use them better.
Featured Podcast • Direct Mail’s Lasting Impact in the Digital Age
Sales POP!
Featured Podcast
Direct MailDirect Mail Direct Mail is a communication channel where newsletters, catalogs, brochures, and other documents are sent via traditional postal services (such as the US Postal Service) that physically deliver parcels (also called snail mail).’s Lasting Impact in the Digital Age
Direct mail, often seen as a relic of the past in our digital-dominated world, surprisingly holds its ground as a powerful marketing tool.

Mike Gunderson, a seasoned expert in direct marketing, shares that its tangible nature cuts through the digital noise, offering a unique personal touch.

This method not only garners attention but fosters a sense of trust and connection with recipients, making it an invaluable asset in the marketing mix.
  🎙 Listen to J.Golden & M.Gunderson  
  🎙 More Podcasts Like This  
Featured ExFind Expert • Michael Altshuler
Pipeliner CRM
Featured ExFind Expert
Michael Altshuler
Breakthrough barriers and take your business and life to the next level.

› Global Speaker
› Success & Career Coach
› Bestselling Author

Michael is recognized as one of America's Top Success & Career Coaches.

He will help you identify, clarify, and prioritize your goals and dreams both personal and professional, and, what's been holding you back from achieving them faster, bigger, and better.

Michael helps his clients create a blueprint with a timeline, through a creative, strategic, and collaborative process that includes ongoing encouragement, support, and accountability that always delivers results.

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.
  Learn More About Michael  
Six Seven City “Open to Close Roadshow”
BREAKFAST EVENTS • Seven City 'Open to Close Roadshow'
This is the Greatest Sales (R)evolution in a Generation
We added a new date & city so join us in Vienna, Austria!

Attend one of our 6 7 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 optimizationOptimization Optimization 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
  Click Here To Learn More & Register  
Nikolaus Kimla
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 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. and present all the benefits.