OneDrive brings unified file management to Pipeliner CRM’s MS SharePoint (Office 365) integration. Sales teams can manage, store, sync, and collaborate on documents of any size.
OneDrive is an organized place for all your files. Store, sync, share, and easily collaborate on files securely for businesses of any size.
Combined with Pipeliner CRM, your files append to Contact and 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. records, making them easily accessible for each sales team member as part of their workflow.
Add Documents to any step of the sales pipelineSales PipelineSales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process., enabling better collaboration between your contentContentContent refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences.marketingMarketingMarketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. efforts and sales.
Share and collaborate on documents with your entire team.
Append 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., opportunity, contact, or account in Pipeliner CRM.