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› › › › From Pipeliner CRM
 
 
Pipeliner CRM
› › › › Feature Spotlight
 
Custom Entities › Even more enhancements!
 
💯 New & Enhanced
Custom Entities › Even more enhancements!
 
We are continuing to add to the power of our Custom Entities capability is now fully supported by the Automatizer!

But wait there is more:
  • Send emails to accounts & contacts and link them to custom entities
  • Personalize email by any custom entity
  • Send email to all 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./contact lookups located on the custom entity or any other entity
  • Custom entity records now have their own feed items
 
 
   Learn More   
 
 
Advanced Filtering with Custom Expression
 
💯 New
Advanced Filtering with Custom Expression
 
With the new Custom Expression mode of the filter users can build a complex expression to filter 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. in Pipeliner.

The expression accepts all Pipeliner fields and can combine AND, OR operators with any combination of parentheses.
 
  LEARN MORE  
 
 
Exporting graphs to images
 
💯 New
Exporting graphs to images
 
Export the beautiful graphs you create from dashboards and reports for ease of use outside the application in, for example, presentations and updates.
 
  LEARN MORE  
 
 
AI functions to rich-text fields and notes
 
💡 Tip
AI functions to rich-text fields and notes
 
For even greater efficiency you can now use AI in rich-text fields and notes, including:
  • Summarize into Bullet Points
  • Summarize into Paragraph
  • Text correction
 
  LEARN MORE  
 
 
Sales Ethics - The Real Boost to your Success • Featured Ebook
 
📚 Featured Ebook
Sales Ethics - The Real Boost to your Success
 
Ethical leadership is an important topic in the business world today. People want to know who they are doing business with and if they can trust them.

As a business owner or manager, you need to make sure that you are setting a good example for your employees.

It is also important to be aware of the different ethical dilemmas that you may face in your business.
 
   READ MORE   
 
 
Featured Podcast • The Most Overlooked Aspect of Sales - Process Adherence
 
Sales POP!
Featured Podcast
The Most Overlooked Aspect of Sales - Process Adherence
 
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. adherence is crucial for the success of any sales organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.).. However, many organizations struggle to implement and maintain a consistent sales process. In this podcast interview, Spencer Wixom, President & CEO of The Brooks Group, shares his insights on the importance of sales process adherence and how to overcome the challenges of implementation and execution.
 
  🎙 Listen to J.Golden & S. Wixom  
 
  🎙 More Podcasts Like This  
 
 
Featured ExFind Expert • Geoff Blaisdell
 
Pipeliner CRM
Featured ExFind Expert
 
Geoff Blaisdell
Beyond Formation!
 
Geoff is an experienced digital leader, executive, advisor, investor, and change agent with over thirty years of success at the intersection of finance and technology.

Geoff has held key roles at Blackrock, Fischer Francis, and most recently as the Head of Technology at Western Asset Management.

During his tenure, Geoff has been responsible and accountable for over $1 billion in global IT and digital deployment, leading teams of over 300 people in support of USD hundreds of billions of global AUM.

Don’t forget as a customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. you have access to the ExFind database of global experts and practitioners should you need to find someone to help you with a project or challenge in your business.
 
  Learn More About Geoff Blaisdell  
 
 
 
our knowledge digital platform
› › › › SALES POP! HIGHLIGHTS
 
Geoff Blaisdell • Can Digital Leadership Skills Drive Innovation in the Digital Age?
 
🎥 VIDEO INTERVIEW
Can Digital Leadership Skills Drive Innovation in the Digital Age?
 
We recently had the pleasure of engaging in a thought-provoking conversation with Geoff Blaisdell. He is an experienced digital leader, executive advisor, investor, and change agent. Our discussion revolved around the importance of cultivating digital leadership skills. Fostering innovation, and the role of technology in the modern business landscape.

Geoff has held key roles at Blackrock, Fischer Francis, and most recently as the Head of Technology at Western Asset Management. During his tenure, Geoff has been responsible and accountable for over $1 billion in global IT and digital deployment, leading teams of over 300 people in support of USD hundreds of billions of global AUM.
 
  ▶️ Watch Geoff  
 
🌐 more on salespop.net
 
💬 Get in touch with us
 
 
Nikolaus Kimla
 
Nikolaus Kimla
 
CEO Pipelinersales Inc.
 
A serial entrepreneur, Nikolaus is the driving force behind Pipeliner with a singular vision to deliver the most effective CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. possible. He is dedicated to helping salespeople and sales leaders to be more efficient, productive and ultimately, more successful.
 

Let Us Introduce You To Pipeliner CRM

We look forward to showing you how Pipeliner CRM helps empower sales to maximize revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales..

We will guide you through the productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. and present all the benefits.

Schedule a Free Demo