Social SellingSocial Selling Social Selling is the deliberate use of online social networks as sales channels, where sellers directly engage and develop relationships with prospects by probing their needs and providing relevant and valuable insight. Made Easy!

Pipeliner CRM’s embedded social features keep your finger on the pulse of your customers and prospects!

Today’s buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service. uses social media, social networking and a host of other online sources as part of their buying process, so it’s important for your salespeople to be present everywhere your prospects are.

With Pipeliner’s social feeds you can stay up-to-date with what is happening with your customers and prospects. This allows you to react fast and engage with them in a knowledgeable and informed way.

This is made easy with our new Automatic Profiling!

  • Contact Auto-Profiling – With just an email address, Pipeliner goes out and searches for your Contact — adding picture, address, phone, social accounts, and more to the Contact Record. Less 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. entry for you

Feeds View

Visual 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. Planning

We also make it easy for you to visually map out who’s who in the 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.). you are selling to and what impact or influence they have over each sale.

  • Visual Organization Chart:
    • Automatically create the chart using your contacts in Pipeliner
  • Visual Buyer Map:
    • Unique to Pipeliner CRM, drag and drop to create a visual map of who is impacting each opportunity and how!
    • Map Gatekeepers, Budget Holders, Influencers, Naysayers, and so many more!


See Feeds from popular social networks (such as TwitterTwitter Twitter is a free-to-join social network with a micro blogging service that allows the sharing of links, images and videos as well as the publishing of short posts called tweets., Facebook and Google+) right on the Contact or Account record. When you interact with your prospect, Pipeliner keeps that history front and center in the Record, so you’re always up to date and your team can see it, too.

  • All feeds auto-refresh in real time.
  • Take social actions directly from within the Contact Record, Account Record, Opportunities, and Leads.
  • Shared connections give you a richer view of your network and how it fits together.
Feature Available In These Products & Plans
Pipeliner Cloud
StarterBusinessEnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.Unlimited

Some Other Highlights:

Filter options allow you to filter and view tasks, contacts, accounts, leads and opportunities based on any field.

Entering email, contact or URL will immediately start an online search for publicly available information, such as address, title, social media and more.

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