Pipeliner Newsletter

Pipeliner CRM Inside Track Newsletter from February 12th, 2020
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recent update
From Pipeliner CRM
 
Bulk Updating
 
Bulk Updating
 
Pipeliner allows you to make changes to batches of records at the same time using the Bulk Update feature so you can keep your data clean and up-to-date.
 
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Changing Ownership of Entitles
 
Changing Ownership of Entitles
 
Easily keep Owners up-to-date as you realign sales territories, change users’ responsibilities or as colleagues leave your company.
 
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Managing & Using Activity Reminders
 
Managing & Using Activity Reminders
 
Pipeliner Reminders are alarms to remind you that you have an Activity planned that you need to take action on.
 
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Pipeliner CRM
Feature Spotlight
 
The Profiles Feature
 
The Profiles Feature
 
One of the most powerful features of Pipeliner CRM is the ability for all users whether salespeople, sales managers, admins or executives to personalize their experience using the Profiles feature allowing you to personalize and customize the data you want to view. Never be overwhelmed by too much data again.
 
 
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Dropbox & Pipeliner: Managing Documents Made Easy
 
Pipeliner CRM
Integration Spotlight
 
Dropbox & Pipeliner: Managing Documents Made Easy
 
With the Dropbox for Pipeliner CRM integration, you not only have all your files — attached appropriately to any Lead, Contact, Account or Opportunity record — but also the ability to collaborate with your sales team on documents.
 
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Pipeliner CRM
Customer’s Voice
 
Erik Bergstrom, CCO of Rockstead
 
Erik explains that Pipeliner goes well beyond CRM. “It’s not just a sales tool—it can be used by operations as well. If you extend the sales process steps beyond the close of the deal and add on the next identified steps for operations, you have a tool that others can use as well to make sure everything is on track. So for us, it’s not just a sales tool —it also improves the structure and rigidity of the ops side.”
 
— Erik Bergstrom, CCO of Rockstead
 
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Rockstead
 
 
 
our knowledge digital platform
Sales POP! HighlightS
 
Be The Best Version Of You! 5 Ways to Maximize Every Interaction
 
Be The Best Version Of You! 5 Ways to Maximize Every Interaction
 
Free eBook: There are five things you can easily do to make sure that when you go on an important sales call or meeting of any kind, you are presenting the best version of you.
 
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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 solution possible. He is dedicated to helping salespeople and sales leaders to be more efficient, productive and ultimately, more successful.
 
 
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