Pipeliner Newsletter

Pipeliner CRM Inside Track 3.5 Release Newsletter from October 1st, 2020
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Inside track newsletter
 
 
recent update
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Feature Spotlight
 
Make Sales Activities Mandatory (New!)
 
Make Sales Activities
Mandatory (New!)
 
Make Sales Activities checklist items “mandatory” before a user can move from one sales stage to another. This will help you make sure that the key elements of your company’s process(es) are being checked off as Opportunities move through a pipeline. You can make each item - simple checkbox, activity or field - Required, Not Required or - for Activities only - Activity Completed...
 
 
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Send & Track Surveys Using Google Forms (New!)
 
Send & Track Surveys Using Google Forms (New!)
 
The Pipeliner CRM Forms add-on now allows you to create Tasks in Pipeliner based on Google Forms submitted by your Contacts...
 
Read more
 
 
Insert Images into Emails & Notes (New!)
 
Insert Images into
Emails & Notes (New!)
 
It is now possible to insert images into Emails, including Email Templates - both Rich Text and HTML - and Automatizer emails as well as into your Email Signature...
 
Read more
 
 
Link Emails to Different Record Types (New!)
 
Link Emails to Different Record Types (New!)
 
Users can now select additional records to link emails to. This allows them to link emails to an Opportunity, for example, as well as to the default Contact (or Account)...
 
Read more
 
 
SPECIAL FINANCING OFFER
 
Pipeliner CRM
 
Special Offer
 
We are here to help you through these tough times and support you in moving forward with your CRM initiatives - talk to us about how you can pay only a small nominal monthly fee for the first 3 months of a new contract.
 
Email Sales
 
 
 
Pipeliner CRM
E-BOOK
 
New free eBook › Basic Essentials of Sales Management
 
This is the first in a series of ebooks covering the vital subject of Sales Management. In this ebook, we’re going to cover the basic essentials of the subject: Getting rapidly up and running when you’re first put on the job, taking on a team, the mindset you need, the subject of management, a sales manager’s virtues, dealing with people, and the technology you need.
 
New free eBook “Basic Essentials of Sales Management”
 
Download
 
 
New free eBook › Basic Essentials of Sales Management
 
 
 
our knowledge digital platform
Sales POP! Highlights
 
Global YouTube Live Event
 
DON’T MISS THIS! YouTube Live Event:
The Rise of the Virtual Age — in Education & Work
 
Global YouTube Live Event

YouTube Live: October 15th, 8 am Pacific Time
Don’t miss this unique panel of experts with insight into the evolution of education and the evolution of the human capital needs of businesses includes experts from Harvard, Cornell, Stanford as well as business leaders with a background in education.
 
Set Reminder
 
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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