Pipeliner CRM Newsletter (March 25th, 2022)

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Inside track newsletter

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› › › › From Pipeliner CRM

Pipeliner CRM

› › › › Feature Spotlight

💡 Reminder
Outlook Add-in Enhancements!

We have made some important enhancements to our Outlook add-in that we know you will love:

Recent Search allows you to quickly access recent records you searched for in the Pipeliner Outlook Add-in
Now you can create a 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., and have it linked to a 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. simultaneously
Plus custom fields that you create in Pipeliner will now be available in the Outlook Add-in

💯 New
More 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

💯 New
Email Sequencing

Now you can build cascading email campaigns from right inside Pipeliner!

Schedule the sequence of emails.
Use email templates.
Create conditional follow-up actions for your team.
Specify the conditions when contacts should be unenrolled from a sequence.
Review campaign performance statistics.
And more!

* Available as part of the Unlimited tier

💯 New
Track the performance of your email templates!

We have made it easy to review how your different email templates are performing. Now you can review and compare templates and see which are working and which are not.

📺 VIDEO PLAYLIST
Email Sequencing

We have put together a comprehensive playlist of Email Sequencing related videos to give you a better overview of how to use this great new feature

▶️ Click for Playlist

SAVE THE DATE • Virtual Customer Conference

📅 SAVE THE DATE
Virtual CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Conference

Pipeliner will be hosting its first virtual Customer Conference on April 6th from 7 am PT to 10 am PT. We will be providing more details in the coming weeks but get ready for an amazing event with motivational speakers, panel discussions, breakouts, networking, and much more. So please SAVE THE DATE!

📅 Click to SAVE THE DATE

Pipeliner CRM • ASK THE EXPERT!

› › › › Salon77 is now open!

Every Week on Wednesday at 9 am Pacific Time, Pipeliner founder and 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. visionary, Nikolaus Kimla will be available to current customers for one hour to:

Answer questions about the product ✓
Advise on implementation & integrations ✓
Provide additional insight into features ✓
High-level review of business cases ✓

Please note this is not designed to be training or technical support, rather it is your chance to discuss the business application of the product and get advice on how to optimize your use of it.

Learn More about Salon77

Pipeliner CRM

Featured ExFind Expert

Dave Sanderson
Survivor of Miracle on the Hudson

Dave Sanderson is the President of Dave Sanderson Speaks. On January 15, 2009, Dave was one of the last passengers off the plane that crashed into the Hudson River, best known as The Miracle on the Hudson, considered to be the most successful ditching in aviation history.

Don’t forget as a customer 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 Dave

Pipeliner CRM • INSIGHTS

› › › ›Account Management

As everyone knows finding a new customer is more expensive than retaining an existing one - this is where Account Management comes in. Pipeliner CRM is unique in having comprehensive Account Management capabilities built into the system. We have a subsite that details how we empower you to turbocharge your account management strategies.

Learn More about Account Management

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

📺 VIDEO INTERVIEW
Focusing on 4 Key Principles Can Improve Performance and Sales

In this Expert Insight Interview, Brandon Fluharty discusses his personal operating system as the antidote to hustle. Brandon Fluharty has done business with the world’s largest brands, and he has sold over $50 million in SaaSSaaS SaaS is an acronym for Software as a Service. deals using conversational AI. However, he decided to ditch the “hustle culture” and create a unique personal operating system from the ground up. This system has been designed to sustain peak performance without sacrificing health and wellbeing.

▶️ Watch Brandon

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 product and present all the benefits.

Schedule a Free Demo

Pipeliner CRM Newsletter

Pipeliner CRM Inside Track › Outlook Add-In Enhancements from March 25th, 2022

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