Google Drive: Share and Collaborate on Documents

Google Drive with Pipeliner CRM

Google Drive Integration

Attach files from Google Drive to any sales stage and have them always at hand.

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 accessed 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)

For instructions on how to use Google Drive with Pipeliner CRM, visit this page.

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