Pipeliner CRM Newsletter (February 23th, 2023)

Pipeliner

Inside track newsletter

recent update

› › › › From Pipeliner CRM

Pipeliner CRM

› › › › Feature Spotlight

💯 New
Customize Your 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. Process!

Lead qualificationLead Qualification Lead Qualification is the process of determining whether a potential customer has the characteristics of your company’s ideal client (such as sufficient purchasing ability and a higher likelihood of buying your product). requires its own defined processes and now with Pipeliner Lead Management, you can build unlimited lead processes, such as for…

InboundInbound Inbound refers to interest (could be sales or marketing driven) that comes in – e.g. cold emails to you, submitted forms on your website, press inquiries, etc. Leads
Outbound Leads
Partner Leads
Distributor Leads
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.-specific Leads

Plus you can have unlimited steps as well as processes and even have leads move backward or forwards based on seller activity and buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service. response.

Learn More

📚 ACADEMY
Get Tagging!

Tagging allows you to categorize and search Accounts, Contacts, Leads, or Opportunities in Pipeliner. Users can use multiple Tags per record and - if their userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. rights allow - can create new Tags “on the fly” from inside the web app. Tags can even be color-coded when they’re created!

📖 Learn more

The Importance of a Sales Process • Ebook

📚 Ebook
The Importance of a 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.

For sales to keep up with today’s lightning-fast pace of commerce, and moreover to compete, they must have an accurate and effective process through which they can proceed to wins. And for sales automationSales Automation Sales Automation is the act, practice or technique of using software to simplify, speed up or streamline the entire sales process or specific component activities such as customer tracking, forecasting, and inventory monitoring. to be effective, it must be based on a proven sales process.

LEARN MORE

📚 ACADEMY
Call & Text

You can initiate a call directly from your Pipeliner cloud web application using a personal phone number and then log the call as a completed task. You can also send one-off or mass text messages directly from within the web app - using a purchased Pipeliner VOIP number - making keeping in touch with your customers and prospects even more seamless and efficient.

📖 Learn More

💯 New
ForecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors. Hierarchies

Want to take your Forecasting to another level? We have added the ability to create Custom Forecast Hierarchies - this now allows you to forecast different use cases, such as 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. Based Forecasting or Product Forecasting for example.

Plus you can now Forecast using any date field such as Shipping Date, for example, and are no longer restricted to just using the closing date.

LEARN MORE

💡 Tip
Reduce the stress levels of your team!

According to research by Zapier, 65% of knowledge workers are less stressed because they have automated manual processes. By using the Automatizer, you can reduce stress and increase the efficiency of your teams by automating routine and rote tasks. We do this at Pipeliner and our stress levels are way down!

LEARN MORE

Salesperson 3.0

Selling continues to evolve and demands more skills than ever before. We have highlighted 20 characteristics or traits that we believe today’s salespeople need in order to be successful now and in the future.

We would love to know what you think, so go take a look!

LEARN MORE

💡 Tip
Do you love all the new Customization Options?

Make Pipeliner Fit The Way You Work! Now you can have more customization options at your fingertips:

Admin can customize what is displayed for entities such as Account, Contact, Lead, & Opportunity
Users can reorder the interface based on their preferences
Users can even hide the widgets on the right side to create more space to work in
Plus most Navigation tabs display the number of related records

LEARN MORE

Pipeliner CRM

Featured ExFind Expert

J. Paul Nadeau
Global Keynote and Motivational Speaker, Bestselling Author & Mental Health Strategist

Former police detective, hostage negotiator, and international peacekeeper J. Paul Nadeau spent more than 30 years working with victims of crime and perpetrators and learning from top experts in abuse situations, murder investigations, hostage takings, terrorist attacks, and human behavior in general. Over the course of his career, Paul talked hostage takers into giving themselves up and murderers into admitting to their crimes. And because of his extensive training and his unique approach to connecting with people from all walks of life and under every circumstance, his life was saved by a terrorist during a terrorist attack in the Middle East.

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 JP

Pipeliner’s Online Sales Magazine Sales POP! Wants your input!

Let us know what you would like to see us focus on in 2023. Sales POP! is the largest and most comprehensive contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. platform covering everything from sales to sales management, leadership to motivation, and much, much more. We are adding to our more than 1000+ global contributors constantly.

▶️ New Year Video

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

🎥 VIDEO INTERVIEW
Sell Like a Woman with Sue Barrett

Sue Barrett: founder and CEO of Barrett Consulting Group, a business consulting and education firm specializing in Sales (strategy, process, education, and culture), the online sales education platform Sales Essentials, and the Selling Better Movement.

▶️ Watch Sue

🌐 more on salespop.net

💬 Get in touch with us

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 product and present all the benefits.

Schedule a Free Demo

Pipeliner CRM Newsletter

Pipeliner CRM Inside Track Newsletter from February 23th, 2023

Share This Story, Choose Your Platform!

Let Us Introduce You To Pipeliner CRM