Pipeliner CRM Newsletter (September 13th, 2022)

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› › › › From Pipeliner CRM

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Pipeliner CRM

› › › › Feature Spotlight

💯 New
Brand New 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. Actions!

Now you can add actions to each stage of a Lead process just like you can for each stage of the 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.. Being able to add this additional layer of qualification to your lead process means you can qualify more thoroughly and faster.

Learn More

💯 New
Form Field Highlighting

Do you want to highlight fields in a form that are the most important or need attention?

Yes, we delivered it - now every Form View can have a different set of highlighted fields, so users can anytime switch between views and see different highlightings

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. Enhancement

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 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. 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 closing date.

LEARN MORE

💯 New
Lead & Opportunity Custom Won Forms

How about customizing the final form an SDR or Salesperson sees when qualifying a Lead into an Opportunity - well now you can plus you can also do this for when an Opportunity is won by having a custom won form for that too!

LEARN MORE

📚 ACADEMY
Learn more about Opportunity Fitness

Fitness is enabled by default for all customers with Pipeliner CRM with predefined indicators. You can view opportunities overall Fitness and the indicators that have contributed to the fitness evaluation by hovering over an opportunity or you can also add Fitness to your view options so Fitness has been indicated by the color-coded bar on the left side of each opportunities card in the compact view Fitness.

▶️ Watch Video

📕 LEARN
7 Reasons to integrate your email with Pipeliner CRM

Integrating your email with Pipeliner CRM unlocks all or some of the following features (depending on your tier):

Email Tracking
Email Templates
Mass Emails
Appointment Scheduler
Email follow-up
Report Scheduler
Email Sequences

Pipeliner CRM • INSIGHTS

› › › ›What Makes Pipeliner Different?

Many of you have asked us for a deeper understanding of what makes Pipeliner different, what our approach to sales enablementSales Enablement Sales Enablement is a strategic process that provides a company’s sales professionals with tools, technology, training and other resources that improve their performance at customer engagement and at generating value for all stakeholders in the sales process. is and what foundational principles have we built our product and business upon.

To answer this we have built a comprehensive subsite that outlines everything in detail. Take a look and give us your feedback!

Learn More

Pipeliner CRM

Featured ExFind Expert

JM Ryerson
Let’s Go Win!

An International Speaker, Mindset & Business Coach, Author, and host of the Let's Go Win podcast, JM Ryerson has built and successfully exited two companies that have created personal and financial freedom. The Let’s Go Win process has allowed JM to transform himself into the leader he is today, and in turn, has given his companies the foundation and tools to propel to success

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 JM

📺 Video Replays
Virtual Customer Event

If you missed our virtual customer event or want to revisit some of the sessions, the replays are now available on a secure page where you can log in with your Pipeliner CRM credentials.

▶️ Click to Access Videos

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

David Van • Land Flipping as an Investment Strategy

🎥 VIDEO INTERVIEW
Land Flipping as an Investment Strategy

In this Expert Insight Interview, David Van discusses the exciting investment strategy of land flipping. David Van has transitioned from being a truck driver to an investor, and now he has found great success with land flipping.

What land flipping is and how it works as an investment strategy
The qualities of a good marketplace and how to identify one
How the pandemic has taught people that they could live outside of urban environments

▶️ Watch David

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 4.11 Release Edition from September 13th, 2022

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