More Sales Agility

The Microsoft Office 365 SharePoint App clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer. for Pipeliner CRM allows you to store your Office documents on the cloud, easily managing and sharing them with your sales team using Pipeliner CRM.

About MS SharePoint

Integrating Pipeliner CRM with Microsoft Office 365 SharePoint online enables you to use the document management capabilities of SharePoint from within Pipeliner CRM. Fully integrated with Microsoft Office 365 you can easily share your Office documents with your sales colleagues on the cloud, making it possible for sales teams to collaborate effectively on the mutual sales effort.

Integrate Your MS Office 365 & SharePoint Client

With Office 365 you can create Word documents, Excel spreadsheets, or PowerPoint presentations using the Office web apps that can be saved on the cloud, and added to your contacts, leads and opportunities in Pipeliner with just a few clicks.

Attach Your Files to Sales Leads and Opportunities

By signing into Pipeliner CRM and using this Microsoft SharePoint App client, you can start attaching all types of Office documents to sales leads and opportunities in your sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process.. Stored on the cloud, you and your sales team have easy access to your most important sales documents, no matter where you are.

Collaborate with your sales team on documents; document your sales best practices to effectively drive your sales effort. The integration between Microsoft Office 365 and Pipeliner CRM will help improve office collaboration, team productivity, and will make your sales organizationOrganization Organization 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.). more agile.

Integration Developer

Pipeliner CRM

This is a direct integration, developed as part of Pipeliner CRM application.

Resources
  • 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. Information

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM 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..