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:
When using a templateTemplateTemplate 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 contentContentContent 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).
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.
💡 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!
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!
Build your Pipeliner CRM integrations.Create custom Pipeliner CRM workflows by choosing triggersTriggersTriggers 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.
RevenueRevenueRevenue 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.
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 customerCustomerCustomer 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.
🎥 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
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 revenue.
We will guide you through the 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. and present all the benefits.