Share and Collaborate on Documents Using Google Drive
The Google Drive integration with Pipeliner CRM makes it easy to add, manage and collaborate on files.
About Google Drive Integration
Share and collaborate on documents with your sales team using Google Drive and attach your files with just a few clicks to any leadLeadLead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., sales opportunity, contact, or accountAccountAccount 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. in Pipeliner CRM.
Attach your collaborative sales best practice documents directly to any stage in the sales processSales ProcessSales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology. for effective organizationOrganizationOrganization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). of your sales documents.
Share Google Drive Files with Your Sales Team!
Google Drive allows you to store all your files in one place, so you can access them from anywhere and share them with others easily. With the Google Drive App for Pipeliner CRM installed, you will be able to access all Google Drive documents conveniently from within Pipeliner CRM.
Directly attach Google Drive files to any sales stage of your opportunities
Attach your Google Drive files to any lead, sales opportunity, account, or contact in Pipeliner CRM
Work both online and offline using the Google Drive Apps for Mac, Windows PC, and Android mobile devices