Pipeliner CRM 11: Continuity

With Pipeliner CRM version 11.0, we are demonstrating absolute continuity in optimizing the application, and in streamlining and supercharging sales activities throughout the world.

We took the name, as we have been doing for the last several years, from an ancient work—in this case the Law of Continuity. The Law of Continuity is a principle introduced by German mathematician and philosopher Gottfried Leibniz in 1701, and is the principle that “whatever succeeds for the finite, also succeeds for the infinite.

Translating this over to business, what is a salesperson doing today, every day, every hour, every minute? Activities. Everything is an activity—a task, appointment, meeting, call, sending of collateral, and more. It's the tasks and activities that make it possible for opportunities to rapidly move from stage to stage of the sales process—creating continuity throughout the sales pipeline. For that reason, enhancement of Pipeliner CRM's powerful Sales Activities functionality is at the heart of this release.

Sales Activity Management

Pipeliner CRM Continuity is focused primarily on sales activity management features—some of which can be found in no other CRM application.

  • Activity 1:N allows you to attach the same activity to one or more accounts, contacts, leads or opportunities—anywhere it applies.
  • You can now create and set recurring tasks
  • You can now set a default meeting duration—if, for example, many of your meetings have the same length
  • You can set a default reminder time before a task, such as an hour before a meeting
  • With the Appointment Planner, instantly check the time zone of prospect or customer when setting an appointment
  • You can now run a Quick Filter without scheduled activities
Pipeliner Task Board

Activity 1:N - save more time, attach one activity to multiple accounts, contacts, leads or opportunities.

Appointment Planner - check a current time in your prospect time zone and plan wisely your meetings.

Create a Recurring Task to avoid repetitive maintenance and save more time again!

Other Enhancements

Product Catalogue

Pipeliner CRM allows companies to bring their entire product or service catalogue right into Pipeliner CRM. Pipeliner CRM Continuity contains the following enhancements to the Product Catalogue functionality:

  • Ability to report on the "difference" value—the difference between the list price and the actual sale price.
  • Ability to define product or service value in multiple currencies.
  • Ability to assign products to a dedicated pipeline. Example: Perhaps you have a product pipeline and a services pipeline, each sold by a different sales team. These could be assigned to separate pipelines as needed.

Reporting Enhancements

Pipeliner CRM's reporting functionality has several new incredible enhancements:

  • Parent Sales Unit—Ability to add parent sales unit to reports as column, or filter data according to parent sales unit.
  • You can now bulk export leads and opportunities directly into an Excel spreadsheet. Previously, you had to create an opportunity report in order to export opportunities to an Excel spreadsheet, but now they can be exported directly.

Additional New Features and Enhancements

  • Ability to copy an opportunity to a different pipeline.
  • Compact View for Leads and Opportunities is now enriched with contacts, accounts, and notes (previously it was only tasks and activities).

Mobile CRM Enhancements

  • A version of the Pipeliner's powerful Navigator feature has now been added to Pipeliner Mobile CRM.

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