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Pipeliner CRM
Feature Spotlight
 
Reminder › Outlook Add-in Enhancements!
 
💡 Reminder
Outlook Add-in Enhancements!
 
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 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., and have it linked to a Contact & 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. simultaneously
  • Plus custom fields that you create in Pipeliner will now be available in the Outlook Add-in
 
 
Read more
 
 
More Customization Options
 
💯 New
More 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 Account, Contact, Lead, & 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
 
Read More
 
 
Email Sequencing
 
💯 New
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!
* Available as part of the Unlimited tier
 
Read More
 
 
Track the performance of your email templates!
 
💯 New
Track the performance of your email templates!
 
We have made it easy to review how your different email templates are performing. Now you can review and compare templates and see which are working and which are not.
 
Read More
 
 
Email Sequencing • Video Playlist
 
📺 VIDEO PLAYLIST
Email Sequencing
 
We have put together a comprehensive playlist of Email Sequencing related videos to give you a better overview of how to use this great new feature
 
▶️ Click for Playlist
 
 
SAVE THE DATE • Virtual Customer Conference
 
📅 SAVE THE DATE
Virtual CustomerCustomer Customer 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!
 
📅 Click to SAVE THE DATE
 
 
 
Pipeliner CRM • ASK THE EXPERT!
Salon77 is now open!
 
Ask The Expert • Salon77 is now open
 
Every Week on Wednesday at 9 am Pacific Time, Pipeliner founder and 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. 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
 
 
Ask The Expert • Salon77 is now open
 
 
Featured ExFind Expert • Dave Sanderson
 
Pipeliner CRM
Featured ExFind Expert
 
Dave Sanderson
Survivor of Miracle on the Hudson
 
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.
 
Learn More About Dave
 
 
 
Pipeliner CRM • INSIGHTS
Account Management
 
Account Management
 
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.
 
 
Learn More about Account Management
 
 
Account Management
 
 
 
our knowledge digital platform
SALES POP! HIGHLIGHTS
 
WE STRUCK GOLD!
 
📺 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 SaaSSaaS SaaS 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.
 
▶️ Watch Brandon
 
www.salespop.net
 
 
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 product and present all the benefits.