Sales Roles

BI Feeder

Pipeliner data can be queried from any BI (Business Intelligence) solution that can connect to a PostgreSQL database (for example Google DataStudio, Microsoft Power BI, Tableau among others…)

BI Feeder2021-02-18T11:55:41+00:00

Sales POP!

Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.

Sales POP!2021-02-18T11:55:26+00:00

Microsoft

Microsoft and Pipeliner CRM work together in multiple ways seamlessly.

Microsoft2021-02-18T11:55:11+00:00

Google

Google and Pipeliner CRM work together in multiple ways seamlessly.

Google2021-02-18T11:54:56+00:00

Revenue Recognition

Use Revenue Recognition to schedule revenue from an opportunity over different time periods.

Revenue Recognition2021-02-18T22:07:35+00:00

Guided Selling

Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.

Guided Selling2021-02-18T22:08:13+00:00

Template Designer

Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required

Template Designer2021-02-18T22:09:27+00:00

Sales Process

Create the most consistent and effective way for your salespeople to move through a sales cycle.

Sales Process2021-02-18T22:11:19+00:00

Sales Task Management

See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.

Sales Task Management2021-02-18T22:11:56+00:00