Pipeliner Newsletter (February 8th, 2024)

Pipeliner

Inside track newsletter

recent update

› › › › From Pipeliner CRM

PIPELINER BREAKFAST EVENTS

Six City “Open to Close Roadshow”

💬 PIPELINER BREAKFAST EVENTS
This is the Greatest Sales (R)evolution in a Generation

Attend one of our 6 in-person breakfast events & learn about:

5 Ways to Ride the Sales (R)evolution wave

1 • Multithreading › Developing a coaching culture
2 • Authenticity › Character plus advanced skill building
3 • Return to Relationships › Trust built on principles
4 • AI & Automation › Where innovation meets optimizationOptimization Optimization is the process or act of altering a system, design, or procedure such that it 1) attains full functionality or efficiency, or 2) generates maximum output, benefit, or impact.
5 • Invest with discernment in the right tolis for productivity

Click Here To Learn More & Register

Pipeliner CRM

› › › › Feature Spotlight

💯 New & Enhanced
Report Enhancement › Summary Values

In the latest of our ongoing Reports enhancements, users can now summarise related 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. “on the fly” by creating a “Summary Value” field directly within a report rather than needing an Admin to create a Rollup field and place it on the Form for every record.

A Summary Value field could be used to sum all open Opportunities for an 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. (as shown below) or count the number of activities linked to Won Opportunities.

Learn More

💯 New
Primary Record in Lookup Fields

Lookup fields allow you to create custom relationships between different types of record. To further extend the usefulness of these relationships, we’ve added the option to create Lookup fields (or update existing fields) to have a “Primary” (or main) record.

This change offers you even more possibilities when using Filtering, Personalization, Document Templates, Automatizer, or Sending Emails.

LEARN MORE

💯 New
Webhooks

Webhooks are now supported for Custom Entities and for Products inside 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. Catalog.

Developers can also use new methods to work with custom lookup fields. All details will be available in our developer documentation

LEARN MORE

💡 Tip
Our AI Email Assistant is proving very popular!

Talk about a producvitity enhancer - our AI Email Assistant has been working overtime helping people create the right email with the right tone and the right message every time.

It’s not just a time saver, it actually improves your communication and helps your message hit the target first time.

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.

Sales POP!

Featured Podcast

How Can AI-Powered Insights Transform B2BB2B B2B is an acronym for Business-to-Business, a model for selling, relationship-building, or engagement. RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Growth Strategies?

Sankar Sundaresan, CEO of SkyGeni discusses the inception of SkyGeni as a solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. to synthesize data from various tools into actionable insights. He emphasizes the importance of AI in analyzing data for efficient sales processes and aligning sales and 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. efforts.

Sanckar also addresses the need for explainable AI to reconcile data insights with sales leaders’ intuition. The episode concludes with a discussion on the future of data-driven decision-making in sales.

🎙 Listen to J.Golden & S.Sundaresan

🎙 More Podcasts Like This

Pipeliner CRM

Featured ExFind Expert

Doug Howart
Hypernomics

Doug’s life is a story of remarkable challenges and groundbreaking discoveries.

From his fascination with coordinate systems to a life-saving kidney transplant, his journey led him to uncover the concept of Hypernomics—a field that explores uncharted dimensions in market analysis.

Doug founded Hypernomics Inc., developing innovative software capable of analyzing markets in four or more dimensions, and grabbing the attention of industry giants like NASA and Lockheed Martin.

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 Doug

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 solution 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 revenue.

We will guide you through the product and present all the benefits.

Schedule a Free Demo

Pipeliner CRM Newsletter

Pipeliner CRM Inside Track 5.3 Release Edition from February 8th, 2024

Share This Story, Choose Your Platform!

Let Us Introduce You To Pipeliner CRM