Pipeliner CRM Newsletter

Pipeliner CRM Inside Track Newsletter from February 12th, 2020

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› › › › From Pipeliner CRM
 
Bulk Updating
 
Bulk Updating
 
Pipeliner allows you to make changes to batches of records at the same time using the Bulk Update feature so you can keep your 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. clean and up-to-date.
 
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Changing Ownership of Entitles
 
Changing Ownership of Entitles
 
Easily keep Owners up-to-date as you realign sales territories, change users’ responsibilities or as colleagues leave your company.
 
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Managing & Using Activity Reminders
 
Managing & Using Activity Reminders
 
Pipeliner Reminders are alarms to remind you that you have an Activity planned that you need to take action on.
 
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Pipeliner CRM
› › › › Feature Spotlight
 
The Profiles Feature
 
The Profiles Feature
 
One of the most powerful features of Pipeliner CRM is the ability for all users whether salespeople, sales managers, admins or executives to personalize their experience using the Profiles feature allowing you to personalize and customize the data you want to view. Never be overwhelmed by too much data again.
 
 
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Dropbox & Pipeliner: Managing Documents Made Easy
 
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Integration Spotlight
 
Dropbox & Pipeliner: Managing Documents Made Easy
 
With the Dropbox for Pipeliner CRM integration, you not only have all your files — attached appropriately to any 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., Contact, 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. or Opportunity record — but also the ability to collaborate with your sales team on documents.
 
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Pipeliner CRM
› › › › CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.’s Voice
 
Erik Bergstrom, CCO of Rockstead
 
Erik explains that Pipeliner goes well beyond CRM. “It’s not just a sales tool—it can be used by operations as well. If you extend the 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. steps beyond the close of the deal and add on the next identified steps for operations, you have a tool that others can use as well to make sure everything is on track. So for us, it’s not just a sales tool —it also improves the structure and rigidity of the ops side.”
 
— Erik Bergstrom, CCO of Rockstead
 
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Rockstead
 
 
 
our knowledge digital platform
› › › › Sales POP! HighlightS
 
Be The Best Version Of You! 5 Ways to Maximize Every Interaction
 
Be The Best Version Of You! 5 Ways to Maximize Every Interaction
 
Free eBook: There are five things you can easily do to make sure that when you go on an important sales call or meeting of any kind, you are presenting the best version of you.
 
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www.salespop.net
 
 
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.
 
 
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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.