We have made some important enhancements to our Outlook add-in that we know you will love:
Recent Search allows you to quickly access recent records you searched for in the Pipeliner Outlook Add-in
Now you can create a 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., and have it linked to a Contact & 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. simultaneously
Plus custom fields that you create in Pipeliner will now be available in the Outlook Add-in
📅 SAVE THE DATE Virtual CustomerCustomerCustomer is an individual or an organization that purchases a product or signs up for a service offered by a business. Conference
Pipeliner will be hosting its first virtual Customer Conference on April 6th from 7 am PT to 10 am PT. We will be providing more details in the coming weeks but get ready for an amazing event with motivational speakers, panel discussions, breakouts, networking, and much more. So please SAVE THE DATE!
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.
Dave Sanderson is the President of Dave Sanderson Speaks. On January 15, 2009, Dave was one of the last passengers off the plane that crashed into the Hudson River, best known as The Miracle on the Hudson, considered to be the most successful ditching in aviation history.
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.
As everyone knows finding a new customer is more expensive than retaining an existing one - this is where Account Management comes in. Pipeliner CRM is unique in having comprehensive Account Management capabilities built into the system. We have a subsite that details how we empower you to turbocharge your account management strategies.
📺 VIDEO INTERVIEW Focusing on 4 Key Principles Can Improve Performance and Sales
In this Expert Insight Interview, Brandon Fluharty discusses his personal operating system as the antidote to hustle. Brandon Fluharty has done business with the world’s largest brands, and he has sold over $50 million in SaaSSaaSSaaS is an acronym for Software as a Service. deals using conversational AI. However, he decided to ditch the “hustle culture” and create a unique personal operating system from the ground up. This system has been designed to sustain peak performance without sacrificing health and wellbeing.
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.