Pipeliner Newsletter

Pipeliner CRM Inside Track 4.0 (Kepler) Release Edition from September 2nd, 2021
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Inside track newsletter
 
 
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Pipeliner CRM
Feature Spotlight
 
Announcing Pipeliner CRM 4.0 Kepler
 
Announcing
Pipeliner CRM 4.0 Kepler
 
With the introduction today of new Project Management capabilities and the recent release of Key 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. Management functionality, Pipeliner is the only CRM available that can support Sales in its totality. With version 4.0 (Kepler), Pipeliner brings together Sales Force Automation and Key Account Management uniting them under the umbrella of project management, creating a single, unified revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. engine.
 
 
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Project Management
 
Project Management
 
The new Project Management* functionality allows users to:
  • Build Projects and track Objectives and Activities related to them
  • Track task durations & visualize them using a Gantt view
  • Link projects to any Opportunity, Contact, Account using Lookup fields
* Please note Projects are available to all customers for 60 days to experience — customers who qualify will retain access after 60 days please contact your sales representative for more details
 
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Account Planning
 
Account Planning
 
Account Plans are a special Project type/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. allowing you to plan your Revenue Goal or target for a particular customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. (Account) over a period of time:
  • Build a strategic Account Plan for your key AccountsKey Accounts Key Accounts are whale spenders or VIP customers prioritized by sales reps and customer success; churn from these clients would be a detrimental loss to the company’s revenue.
  • Set & Track Revenue goals
  • Link your Stakeholders
  • Track Activities within Objectives & visualize using a Gantt view
 
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Average Values
 
Average Values
 
You can now easily see trends over time by adding the “average line” to your custom charts.

You could use this to track the average number of leads created by month, for example, or to display average Opportunity value over time.
 
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What does 'Win Together' mean?
 
Pipeliner CRM
“Win Together”
 
What does “Win Together” mean?
 
Learn about why Winning together is the core principle of Pipeliner:
  • Why relationships are the currency of success
  • The path from customer to advocate
  • How “Win Together” is our mission to impact the world
 
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Pipeliner CRM
CEO SPOTLIGHT
 
Pipeliner CEO Nikolaus Kimla featured on Price of Business nationally syndicated radio show
 
Kevin Price hosted Pipeliner CEO Nikolaus Kimla of his nationally syndicated radio show where Nikolaus shared insights on “Win Together”.
 
 
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Pipeliner CEO Nikolaus Kimla featured on Price of Business nationally syndicated radio show
 
 
 
our knowledge digital platform
SALES POP! HIGHLIGHTS
 
Individuality in the context of work with Shelley Brown
 
VIDEO
Individuality in the context of work with Shelley Brown
 
Shelley Brown discusses individuality in the context of work. The Original Weird Girl — Shelley Brown recently released a book called Weird Girl Adventures From A to Z.
 
Watch
 
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 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.