Pipeliner CRM Newsletter (March 9th, 2023)

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› › › › From Pipeliner CRM

Pipeliner CRM

› › › › Feature Spotlight

💯 New
Step Activities
Enhanced process management

Step Activities help managers to efficiently guide sales teams in the CRM

All processes (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., Opportunity, Quote) get access to a total of 11 Step Activities including sending emails, mapping sales roles, etc.

Each Step Activity is displayed based on a condition - for example, if you sell into multiple industries, you may want to enroll a contact into an industry-specific sequence or generate an industry-specific document from the document templateTemplate Template is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier..

You can describe each task in as much detail as you need using the new rich text editor

Learn More

💯 New
List Views Now More Flexible Than Ever!

List views are now horizontally resizable which means users are able to pin key fields to the first columns - all part of Pipeliner’s dedication to enabling users to see things their way!

LEARN MORE

💯 New
Lookup Fields Linking

Now you can link a Lookup field on the source entity:

Opportunity to Opportunity
Lead to Lead
Activity to Activity

This enables new use-cases like creating Master Opportunity and linking them to sub-opportunities

LEARN MORE

💯 New
Calendar Private Appointment Management

If you would rather not have your private appointments synchronized to Pipeliner for privacy and security reasons, you now have the option to exclude them.

(Previously all events from your selected calendar were synced to Pipeliner when the Google or Microsoft integration was enabled)

Google Integration

Microsoft Integration

Pipeliner CRM – The Concepts Behind The Features • Ebook

📚 Ebook
Pipeliner CRM – The Concepts Behind The Features

The understanding of Pipeliner CRM features must go well beyond simple, functional explanations. Just understanding mechanical functionality doesn’t necessarily mean you’ll really grasp 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 all that it means, which is why I’m now writing this ebook on the concepts behind Pipeliner CRM functionality.

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!

How To Activate Multi-language Support • Video

📚 ACADEMY
How To Activate Multi-language Support

Learn how to activate the multi-language support in Pipeliner CRM. Once you've activated multi-language support there are two ways to utilize the functionality with contextual translation translations and added in the fields and forms menu.

▶️ Watch Video

Automatizer: The Revolution for CRM • Ebook

📚 Ebook
Automatizer: The Revolution for CRM

It’s no secret that the covid19 pandemic has pushed the digital world many years ahead—I would say at least 5 years, perhaps even more. We now see (whether you believe it or not) that with the “3rd wave” of covid19 we need to prepare ourselves for this to be an ongoing situation. The pressure to have a digital strategy is now crucial, and I would say it’s impossible to function as a business if you don’t have one.

LEARN MORE

Pipeliner CRM • Tips & Tricks

› › › › Pipeliner Delivers Real
RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Intelligence

Pipeliner CRM • Pipeliner Delivers Real Revenue Intelligence

Pipeliner is the first and only CRM that delivers evidence-based predictions, making it the only platform to truly deliver on the promise of CRM.

The Pipeliner Revenue Intelligence Loop delivers Predictable Revenue and Forecast Accuracy!

Learn More

Pipeliner CRM

Featured ExFind Expert

Michael Liebowitz
Finding Your “Hell Yeah!” Value PropositionValue Proposition Value Proposition is a statement or message that encapsulates the reasons — such as benefits and unique attributes — consumers would want to patronize a brand or purchase a product.

Michael loves language. Especially how the language we use determines how we are understood and how people understand our businesses.

With a background in linguistics and behavioral neurology, Michael works with consultants, founders, and teams to communicate effectively so they can improve 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. ROI, shorten sales cycles, and get to ‘yes’ faster. He gets his clients saying all the right things that will trigger the parts of our brain that make us want to buy.

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 Michael

Mental Health in the Workplace • Video Playlist

📺 VIDEO PLAYLIST
Mental Health in the Workplace

Certain stigmas still remain that prevent many people from discussing mental health issues in the workplace. We assembled a team of experts to address this issue and wider mental health challenges.

#mentalhealthawareness

▶️ Click for Playlist

Sales Management Through Pipeliner CRM • Ebook

📚 Ebook
Sales Management Through Pipeliner CRM

The topic of Sales management is very broad, and is covered in an infinite number of books, so we won’t be covering that here. There is also an endless list of material on sales management—and as anyone who has read my previous writings on the subject knows, I consider that management is management.

LEARN MORE

Pipeliner’s Online Sales Magazine Sales POP! Wants your input!

Let us know what you would like to see us focus on in 2023. Sales POP! is the largest and most comprehensive 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. platform covering everything from sales to sales management, leadership to motivation, and much, much more. We are adding to our more than 1000+ global contributors constantly.

▶️ Happy New Year Video

🔊 Announcement
Sales POP! & PIpeliner CRM Support Mental Health Awareness

Introducing our Mental Health Interviews Series that features real people sharing their personal stories of resilience and courage. Hear about their mental health journeys, get tips on how to manage difficult emotions, and discover ways to build a supportive community. Find out how you can look after your mental health and become stronger than ever.

▶️ Watch Video

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

Nick Hill • How to Turn Cold Online Outreach into Warm Offline Conversations

🎥 VIDEO INTERVIEW
How to Turn Cold Online Outreach into Warm Offline Conversations

Nick has focused the last ten years on optimizing sales processes for brands within marketing, advertising, and industry, both on the service side, and technology providers Sasmartech, Ad Tech. Using technology to support the human side of selling has been Nick’s passion since he started in sales.

▶️ Watch Nick

🌐 more on salespop.net

💬 Get in touch with us

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 revenue.

We will guide you through the product and present all the benefits.

Schedule a Free Demo

Pipeliner CRM Newsletter

Pipeliner CRM Inside Track 4.15 Release Edition from March 9th, 2023

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