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From Pipeliner CRM
 
 
Pipeliner CRM
Feature Spotlight
 
Voyager AI › Call Transcription & Analysis
 
💯 New
VOYAGER AI
↳ Call Transcription & Analysis
 
No more manual call notes with Voyager AI!
  • Summarize key points from each call with AI
  • Capture every conversation detail with automatic transcriptions
  • Stay organized with automated attachment of transcriptions and audio to tasks
  • Access and manage all of the call details for streamlined follow-up actions.
 
   Learn More   
 
 
Online Forms › File Upload
 
💯 New
Online Forms › File Upload
 
Unlock the full potential of your file management with File Upload in Pipeliner!
  • Simplify the process of collecting and managing document files directly within your forms.
  • You have complete control over the file management process to define custom file upload fields with type, size, and quantity limits.
  • Keep your files neatly organized by attaching them directly to records.
 
  LEARN MORE  
 
 
Add Dynamic Colors to Reports
 
💯 New
Conditional Formatting in Reports
 
Add Dynamic Colors to Reports!
  • Make your Pipeliner reports more dynamic and visually organized with color changes based on real-time conditions.
  • Highlight trends, anomalies, or key metricsMetrics Metrics  are quantities that are measured and used to:.
  • Automatically adjust the color of report cells based on customizable rules.
  • Create multiple rules that apply from top to bottom with easy drag-and-drop priority.
 
  LEARN MORE  
 
 
 
Pipeliner CRM • NEWS
Forbes featuring Pipeliner CRM
 
Pipeliner CRM • NEWS • Forbes • Maximizing Sales Productivity During the Holiday Dip with AI-Powered CRM Technology
 
Maximizing Sales ProductivitySales Productivity Sales Productivity is a metric that indicates how efficient a sales unit is at closing sales and generating revenue for the company, based on sales volume, payroll expenses, level of personnel activity and other factors. During the Holiday Dip with AI-Powered CRM Technology
 
Featured in Salestech Series magazine: Pipeliner CEO Nikolaus Kimla offers great advice for sales as we head toward the end of 2024.
 
 
  Read article  
 
 
Pipeliner CRM • NEWS • Forbes • Innovative companies often lead the creation of new categories in the market, but it’s not always an easy process.
 
 
WATCH REPLAY • AI Sales Agents (AI Sales Edge Virtual Series)
 
📺 WATCH REPLAY
AI Sales Agents
 
The AI Sales Edge Series: AI Agents webinar explored the transformative impact of AI Sales Agents on the sales landscape. From lead generationLead Generation Lead Generation is a set of activities aimed at generating interest around a product or service through methods such as 1. content marketing (blogging, podcasts, free downloads); 2. advertising (PPC, banner ads, Yellow Pages, sponsoring an event); 3. referrals (recommendations from existing customers and other people); 4. outbound marketing (cold email, cold calling), and 5. partnerships (joint ventures, affiliate marketing). to personalized customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. interactions, AI Sales Agents are revolutionizing the way businesses operate - featuring David Inman from SalesAI and Thomas Ryan from Bigly Sales.
 
  📺 Watch Replay  
 
 
Featured ExFind Expert • Paul Morton
 
Pipeliner CRM
Featured ExFind Expert
 
Paul Morton
 
Paul Morton is an accomplished leadership expert, author, and CEO of the Practical Leadership Academy.

With his rich background in building and leading global revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. teams and his current role as the host of the Practical Leadership Podcast, Paul brings a wealth of knowledge on leadership, management, and personal development to sales leaders everywhere.

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 Paul  
 
 
 
our knowledge digital platform
SALES POP! HIGHLIGHTS
 
Joel Quintela • Perception vs. Reality in Sales and Hiring
 
🎥 VIDEO INTERVIEW
Perception vs. Reality in Sales and Hiring
 
Joel Quintela has over 25 years of experience working with Fortune 500Fortune 500 Fortune 500 is a listing of the 500 largest companies in the United States based on revenue, compiled and published yearly by Fortune magazine. clients and advanced degrees in business psychology. He offers a wealth of knowledge on the critical distinction between perception and reality in sales and hiring processes.
 
  ▶️ Watch Joel  
 
🌐 more on salespop.net
 
💬 Get in touch with us
 
 
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.
 

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 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.