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Pipeliner CRM
Feature Spotlight
 
New Robust Forecasting
 
💯 New
New Robust ForecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors.
 
The forecast looks bright with Pipeliner’s powerful newly enhanced forecasting - now you can forecast using multiple different variables and views. Now you can minimize risk by increasing the accuracy of your forecasts in a way no other CRM offers!
 
 
Learn More
 
 
New Opportunity Fitness
 
💯 New
New Opportunity Fitness
 
Our new and enhanced Opportunity Fitness gives you an “at-a-glance” view of the current health of any Opportunity using indicators. These indicators include both pre-defined and custom ones that you can configure to meet your own organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.).’s specific business needs.
 
LEARN MORE
 
 
76% of companies are focused on automation in 2022 according to a Forbes survey — are you using the Automatizer yet?
 
💡 Tip
76% of companies are focused on automation in 2022 according to a Forbes survey
 
Are you using the Automatizer yet?

By using the Automatizer, we at Pipeliner have freed up hundreds of more selling hours for our team by automating routine and repetitive tasks. It is a real game-changer and could have just as big an impact on your business - if you are not using the Automatizer yet, now is the time to start!
 
LEARN MORE
 
 
Do you love all the new Customization Options?
 
💡 Tip
Do you love all the new 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 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., Contact, 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
  • 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
 
LEARN MORE
 
 
Virtual Customer Event • Video Replays
 
📺 Video Replays
Virtual CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. 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.
 
▶️ Access Videos
 
 
Make sure to integrate your email with Pipeliner so you can use Email Sequencing
 
📕 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!
 
Learn More
 
 
Learn More About Appointment Scheduler
 
📚 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!
 
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 • Dr. Tim Sharp (aka Dr. Happy)
 
Pipeliner CRM
Featured ExFind Expert
 
Dr. Tim Sharp
“aka Dr. Happy”
 
An internationally renowned leader in the field of Positive Psychology is a sought-after Speaker and Facilitator, Consultant and Coach, Writer and Podcaster, Spokesperson, and Brand Ambassador.

Dr. Sharp has worked with hundreds of organisations (and their leaders) including Ernst & Young, Mallesons, Allens Arthur Robinson, IBM, AMP, Westpac, Coca Cola Amatil and in 2008 Dr. Sharp’s achievements were recognised by the Australian Davos Connection when he received a Future Leadership Award and also by the Australia Day Council who invited him to be an Australia Day Ambassador in 2011.

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 Tim
 
 
 
Pipeliner CRM • INSIGHTS
Don’t Forget We Are Always Here For You!
 
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!
 
 
Don’t Forget • We Are Always Here For You!
 
 
 
our knowledge digital platform
SALES POP! HIGHLIGHTS
 
The Emergence And History Of Text Messaging
 
🎥 VIDEO INTERVIEW
The Emergence And History Of Text MessagingMessaging Messaging is the process of communicating your brand’s value proposition, the benefits you offer, and the perceived meaning of such communication among your target audience.
 
Over the past 25 years, Paul Ruppert has been at the forefront of the messaging business. He almost fell into it by chance, starting off working for the mobile network operator now known as AT&T in the late 1990s. The beginning of his career coincided with the emergence of text messaging as a native or inherent element of GSM radio-formatted phones.
 
▶️ Watch Paul
 
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.