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Pipeliner CRM
Feature Spotlight
 
Highlighting Changes
 
💯 New
Highlighting of Changes!
 
Another great productivity and efficiency addition!

Now you can quickly view the changes you made to records using the new highlighting of changes functionality. This visual element immediately displays the color-highlighted changes to save you time and keep you focused.

This functionality is available in most of the List Views:
  • Preview screens
  • Linked record tabs in record details
  • Drilldown dialog
  • Forecasts
 
 
Learn More
 
 
Edit Document Templates in Preview
 
💯 New
Edit Document Templates in Preview
 
When using a 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 preview the 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. and edit, update or change that content with our real-time edit functionality in Microsoft word or Excel (Onedrive + Sharepoint support).
 
LEARN MORE
 
 
Office 365 Tasks Integration
 
💯 New
Office 365 Tasks Integration
 
Pipeliner supports new Tasks Integration for O365 users instead of only Exchange Users. The integration synchronizes the same information as Exchange tasks, with the only difference being that it is real-time rather than once every 10-15 minutes.
 
LEARN MORE
 
 
Want to reduce the stress levels of your team?
 
💡 Tip
Want to reduce the stress levels of your team?
 
According to research by Zapier, 65% of knowledge workers are less stressed because they have automated manual processes. By using the Automatizer, you can reduce stress and increase efficiency of your teams by automating routine and rote tasks. We do this at Pipeliner and our stress levels are way down!
 
LEARN MORE
 
 
Salesperson 3.0
 
Salesperson 3.0
 
Selling continues to evolve and demands more skills than ever before. We have highlighted 20 characteristics or traits that we believe today’s salespeople need in order to be successful now and in the future.

We would love to know what you think, so go take a look!
 
LEARN MORE
 
 
Calling from the Browser
 
📚 ACADEMY
Calling from the Browser
 
Learn about how to use the calling feature in Pipeliner with these instructional videos.

We are continually adding more videos so please subscribe to our YouTube Channel.
 
▶️ Watch Video
 
 
 
Pipeliner CRM • INTEGRATIONS
 MORE INTEGRATION OPTIONS!
 
Pipeliner CRM • INSIGHTS • Integrations
 
"Make" now supports Pipeliner CRM!

Build your Pipeliner CRM integrations.Create custom Pipeliner CRM workflows by choosing triggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., actions, and searches. A trigger is an event that launches the workflow, an action is the event.
 
 
Learn More about Integrations
 
 
Pipeliner CRM • INSIGHTS • Integrations
 
 
 
Pipeliner CRM • INSIGHTS
 RevOps
 
Pipeliner CRM • INSIGHTS • RevOps
 
RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Operations is a hot topic these days but what does it actually mean and how does Pipeliner CRM support it? Visit our RevOps page to get the answer to these questions and learn about the impact RevOps can have on sales.
 
 
Learn More about RevOps
 
 
Pipeliner CRM • INSIGHTS • RevOps
 
 
Featured ExFind Expert • Hiten Bhatt
 
Pipeliner CRM
Featured ExFind Expert
 
Hiten Bhatt
BE GREAT!
 
Hiten Bhatt is the founder of BE GREAT Training, an engaging International Speaker and Author of The Leadership Adventure. As a Trainer and Coach, Hiten has helped business leaders, individuals and young people from diverse walks of life and many parts of the world improve their mental wellbeing, leadership skills and emotional intelligence.

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 Hiten
 
 
Virtual Customer Event • Video Replays
 
📺 Video Replays
Virtual Customer 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.
 
▶️ Click to Access Videos
 
 
 
our knowledge digital platform
SALES POP! HIGHLIGHTS
 
Rusty Gaillard • Why Do Smart People Make Bad Decisions?
 
🎥 VIDEO INTERVIEW
Why Do Smart People Make Bad Decisions?
 
In this Expert Insight Interview, Rusty Gaillard discusses the reasons smart people make bad decisions and how to change this. Rusty Gaillard is an author and executive coach who works with Silicon Valley Dreambuilders.

This Expert Insight Interview discusses:
  • Why smart people often make bad decisions
  • “The A Trap” and how it hampers our decision making
  • Why we need a comprehensive decision-making process for our most difficult decisions
 
▶️ Watch Rusty
 
🌐 more on salespop.net
 
💬 Get in touch with us
 
 
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 revenue.

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.