Pipeliner CRM Inside Track Newsletter from February 28th, 2020
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›››› From Pipeliner CRM
Mapping Hierarchy of Accounts
An Accounts Hierarchy shows you accounts that are associated through a Parent Account in the Org Chart, giving you a global view of a company and its subsidiaries
Pipeliner boasts the most dynamic and robust reporting engine available for any CRM. You can instantly generate dynamic reports from almost any view in Pipeliner plus the power panel allows reporting on multiple data sets and you can save and/or share profile reports plus there is even a dedicated reports section!
Google Drive & Pipeliner: Sharing Documents Made Easy
Share and collaborate on documents with your sales team using Google Drive and attach your files with just a few clicks to any lead, sales opportunity, contact, or account in Pipeliner CRM.
Video Testimonial “Pipeliner has helped us understand how much value we have in each step. One of my favorite things to do is to sit there and look at how many dollars are quoted and how many dollars aren’t quoted. Now let’s set a filter and look at the opportunities that have the most value that have been in there the shortest amount of time and see if we can close them. I love how the data that goes into it can be swizzled and filtered and pivot-tabled any way you want it, and reports can be created.”
— Luke Wittenbraker, Director of Sales & Marketing, Mactech
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.
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 product and present all the benefits.
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