Pipeliner CRM Newsletter

Pipeliner CRM Inside Track Newsletter from February 28th, 2020

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› › › › From Pipeliner CRM

Mapping Hierarchy of Accounts

An Accounts Hierarchy shows you accounts that are associated through a Parent 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. in the Org Chart, giving you a global view of a company and its subsidiaries

Mapping Influencers on a Deal

Pipeliner’s Buying Center allows you to visualize the decision-makers and influencers for individual deals.

Mapping the Relationships of Accounts & Contacts

The Relation Graph allows you to map the networks and relationships of accounts and contacts.

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› › › › Feature Spotlight

The Reporting Engine

Pipeliner boasts the most dynamic and robust reporting engine available for any CRM. You can instantly generate dynamic reports from almost any view in Pipeliner plus the power panel allows reporting on multiple 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. sets and you can save and/or share profile reports plus there is even a dedicated reports section!

Google Drive & Pipeliner: Sharing Documents Made Easy

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Integration Spotlight

Google Drive & Pipeliner: Sharing Documents Made Easy

Share and collaborate on documents with your sales team using Google Drive and attach your files with just a few clicks 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., sales opportunity, contact, or account in Pipeliner CRM.

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› › › › CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.’s Voice

Video Testimonial “Pipeliner has helped us understand how much value we have in each step. One of my favorite things to do is to sit there and look at how many dollars are quoted and how many dollars aren’t quoted. Now let’s set a filter and look at the opportunities that have the most value that have been in there the shortest amount of time and see if we can close them. I love how the data that goes into it can be swizzled and filtered and pivot-tabled any way you want it, and reports can be created.”

— Luke Wittenbraker, Director of Sales & MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase., Mactech

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› › › › Sales POP! HighlightS

Transcendent Leadership

Video Interview: Dr. Greg Stebbins discusses how Wisdom is at the core of transcendent leadership, which is a state of being, instead of doing.

www.salespop.net

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

Pipeliner CRM Newsletter

February 28th, 2020

Pipeliner CRM Newsletter

Pipeliner CRM Inside Track Newsletter from February 28th, 2020

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