Importing Leads

Ready to power up 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.? Pipeliner CRM’s Importing Leads feature is designed to get your valuable dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. into the system quickly and accurately, so you can focus on what you do best: selling.

Key Benefits

• Move Data with Confidence: Say goodbye to manual data entry and hello to a seamless migration of your leadLead Lead 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. data. Our intuitive importer handles everything from daily lead lists to large-scale data migrations from legacy systems.
• Keep Your Data Clean: Eliminate duplicates before they even enter your system. Our advanced deduplication options prevent clutter and ensure that every record is unique and valuable.
• Build Your Sales Ecosystem: Import not just leads, but also their associated accounts and contacts in one go. You can even update existing records, ensuring your CRM is always a true and complete source of information.
• Work Smarter, Not Harder: Save your import settings and field mappings as a reusable Import TemplateTemplate Template is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier.. This makes regular uploads, like monthly lead lists, a one-click process. You can even share templates with your team to maintain consistency across the board.
• Gain Deeper Insights: By importing your historical “Lost” leads, you can accurately analyze past performance and unlock powerful insights. This helps you understand what went wrong and build better strategies for the future.

How It Works

With Pipeliner CRM, importing leads is a straightforward process:

1. Prepare Your File: Organize your data in a simple CSV or Excel file.
2. Map Your Fields: Our innovative system guides you in mapping your file’s columns to the correct Pipeliner CRM fields.
3. Preview and Correct: Before the final import, you get a preview of all your records. This is your chance to catch and fix any errors in real time, ensuring data integrity.
4. Import and Go: With a single click, your leads are in Pipeliner CRM, ready to be pursued.

Powerful Features for Powerful Results

• Advanced Deduplication: Choose to automatically merge data, import every row, or define your own deduplication rules based on any field.
• Smart Record Matching: Pipeliner CRM intelligently matches leads to existing accounts and contacts, or it can create new ones for you during the import.
• Customizable Templates: Save time and ensure consistency by creating and sharing templates for recurring imports.
• Full Data Control: You decide what happens with every record. Update, replace, or skip existing records to keep your database exactly how you want it.
• Comprehensive Data Capture: Automatically populate essential system fields like Lead Status and Owner, or fill in any custom fields you’ve created.