Google Drive: Share and Collaborate on Documents

Pipeliner CRM software document management view

Salespeople often need documents attached to leads, sales opportunities, accounts or contacts, or for use in each stage of the sales process. These can include:

  • Product Specifications
  • Terms & Conditions
  • Marketing Collateral
  • Competitor Comparison Sheets
  • Contracts
  • Industry Benchmarks

Traditionally, sales staff have had to store such documents on a default drive so that they can access and sent to leads, prospects, and customers as needed. But this of course takes additional time: the salesperson or sales admin must locate documents, then link to them or attaching them to an email. With today’s level of technology, there should be a much faster way of managing documents for sales.

And, there is: with Pipeliner CRM Sales Document Management features.

Google Drive Integration

One method of Pipeliner document management is its integration with Google Drive.

Pipeliner CRM seamless integrates with Google Drive, making it easy for users to add, manage and collaborate on files. Share and collaborate on documents with your sales team using Google Drive—then attach your files with just a few clicks to any lead, sales opportunity, contact, or account in Pipeliner CRM.

Because you can also attach documents to any Pipeliner CRM sales stage, you can also freely share sales best practices throughout your sales pipeline. Simply attach your collaborative sales best practice documents directly to any stage in the sales process.

Google Drive allows you to store all your files in one place, so you can access them from anywhere and share them with others easily. With the Google Drive App for Pipeliner CRM installed, you will be able to access all Google Drive documents conveniently from within Pipeliner CRM.

  • Directly attach files from Google Drive to any sales stage
  • Attach Google Drive files to any lead, sales opportunity, account, or contact in Pipeliner CRM
  • Work both online and offline using the Google Drive Apps for Mac, Windows PC, and Android mobile devices
  • FREE of charge (requires Pipeliner CRM account)

Click here to download the Gmail Inbox App for Pipeliner CRM

Instructions on how to Connect Google Gmail to Pipeliner CRM

You must have a current trial or subscription for Pipeliner CRM to use Google Suite Integration. Click below to download latest Pipeliner CRM Free Trial.