Pipeliner CRM Voyager AI Gen2

Leading the way with AI for Sales CRM

Welcome to the Future of Sales CRM with Pipeliner CRM Voyager AI Gen2

Pipeliner is thrilled to introduce the Voyager AI Gen2, a game-changer in the world of sales.

Pipeliner CRM Voyager AI Gen2 whitepaper download

In this ebook you will learn about:

  • The history of Pipeliner’s AI innovation

  • Our all-new Voyager AI Gen2

  • The future of AI for Sales CRM

The Original Trailblazers

Pipeliner CRM has been a trailblazer in embedding AI into our CRM since 2018, making tedious tasks a breeze and letting sales teams focus on what they do best—selling!

From automating mundane tasks with the Automatizer to providing sharp insights with Voyager AI Gen1, Pipeliner CRM has been at the forefront, ensuring sales teams are equipped with the best tools to succeed.

Pipeliner CRM embedding AI in our Sales CRM

First to Market with AI for Mobile CRM

Imagine getting smart updates and suggestions directly on your mobile device. That’s what Pipeliner CRM brought to the table first in 2019! This feature keeps you in the loop, no matter where you are, enhancing your productivity on the go.

Mobile Sales CRM includes enhanced AI features

Advanced AI Assistant

In 2023, Pipeliner CRM introduced the Voyager AI Assistant, revolutionizing how you manage emails and communications within the CRM.

Pipeliner CRM Voyager AI for emails

This tool not only crafts perfect emails but also ensures they’re targeted and error-free. Plus, it’s multilingual and supports voice-to-text for those who think faster than they type.

Sales CRM AI assistant

What’s coming in Pipeliner CRM Voyager AI Gen2 ?

2024 and beyond will be exciting years as we introduce new features like “Voyager Summary”, “Sentiment”, “Recommend”, and “Score”, each designed to enhance your understanding of customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. needs and streamline your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology..

Pipeliner CRM Voyager AI Gen2 new features for Sales CRM

Also, keep an eye out for the “Navigator version II

An intelligent dashboard that not only tracks your progress but also suggests proactive actions. It helps visualize important items that need attention and is useful for tracking and managing 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. information.

Sales CRM dashboard tracking and managing accounts
Sales CRM duplicate checker

It’s All About the 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.

First things first, data is king in the realm of AI! Remember the saying “garbage in, garbage out“?

This is why Pipeliner CRM has introduced the “Duplicate Checker” ensuring that your data is clean and precise, so the AI tools work like a charm. This means no more headaches from inaccurate data messing up your insights.

Opportunity duplicate checker in Pipeliner CRM

Security is always paramount

Underpinning anything Pipeliner CRM does with AI is a laser focus on security. Protecting customer data sets will always be paramount and a core consideration for any feature development.

The only features or capabilities that we include will be ones that a) directly benefit sales professionals using Pipeliner CRM and b) are fully secure and rigorously tested.

Sales CRM with AI feature focus on security

With Pipeliner CRM Voyager AI Gen2 the future is exciting

As we continue to innovate, expect even more cutting-edge features that make our Sales CRM even easier and more effective. Think of using natural language to interact with your CRM or having AI suggest automations that make your day smoother.

Pipeliner CRM voyager AI Gen2 - the future of Sales CRM

Why Pipeliner CRM?

Pipeliner CRM isn’t just about managing sales; it’s about supercharging them.

With a focus on B2BB2B B2B is an acronym for Business-to-Business, a model for selling, relationship-building, or engagement. consultative selling, Pipeliner CRM provides all the tools you need—”LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. Management”, “Contact Management”, “PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. Management”, and more, all wrapped up in a visually engaging interface that makes data not just informative but also enjoyable to explore.

Pipeliner CRM for Sales - Pipeline, Lead and Contact Management visual interface
There is something different here:
  • AI specifically for Sales

  • Instant, dynamic visualization of data

  • No-code workflow automation

  • Intelligent insights & alert

  • Engaging & enjoyable to use

  • Largest library of educational material

Pipeliner CRM Voyager AI Gen 2 Whitepaper

Pipeliner CRM Voyager AI Gen2

  • The history of Pipeliner’s AI innovation
  • Data Accuracy & AI
  • Our all-new Voyager AI Gen2
  • The future of AI for Sales CRM
  • Machine LearningMachine Learning Machine Learning is an aspect or type of artificial intelligence whereby a computer possesses the ability to learn various things by itself without explicitly being programmed to.
  • Security