Pipeliner Newsletter (September 19th, 2024)

Pipeliner

Inside track newsletter

Recent update

› › › › From Pipeliner CRM

Pipeliner CRM

› › › › Feature Spotlight

💯 New
Another Great International Feature
Multi-Currency Support

More International support for our growing global customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. base.

We’ve added additional support for our customers who are based internationally or have international teams by adding multi-currency options for individual Users, Forecasts & Targets, Filters, and Reports.

Previously the system allowed amounts to be entered in any enabled currency but all visualizations and reports used values converted into the system Base Currency. Another big upgrade for international customers!

Learn More

Sales Offer

› › › › Special 3-2-1 Promotion!

🔥 SPECIAL OFFER
Duplication Checker • Online Forms • Approvals

We are offering these 3 features to all tiers at one-off, promotional pricing with progressive discounts ranging from 25% to 50% depending on how many of the tools you purchase*

↳ DUPLICATION CHECKER — antidote to Garbage In, Garbage Out

Your CRM is the heart of your customer 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. management, housing all the critical information you need to drive 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. success. But without a clean, duplicate-free database, you're wasting valuable time and resources:

Sales reps spend hours chasing outdated leads.
Marketing teams target the wrong people.
AI tools fail to deliver meaningful results.

Pipeliner’s Duplication Checker is the ultimate 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 ensure your CRM database is accurate, up-to-date, and free of duplicates. Learn More about Duplication Checker.

↳ Optimize Your Business with ONLINE FORMS

Imagine effortlessly surveying customers, letting them update their own records, auto-populating leads from your website, managing events, and gathering feedback—all without purchasing additional third-party products. With Pipeliner’s Online Forms Tool, all these powerful capabilities are at your fingertips. Learn More about Online Forms.

↳ What Gets Measured, Gets Managed — PIPELINER APPROVALS

Ensure every proposal sent by your team safeguards your necessary margins. With Pipeliner’s Approval Processes, you can create customized workflows to review and approve pricing before it reaches customers. Set up approval processes tailored to your needs and rest assured that all pricing meets your approval standards. Get started today and safeguard your profitabilityProfitability Profitability is the potential, degree, metric, ability or relative efficiency of a business to yield financial gain (i.e., profits) after all relevant expenses and costs have been deducted.. Learn More about Pipeliner Approvals.

CONTACT SALES FOR MORE INFORMATIONS

* All three tools available through this special offer have a new pricing model — they are licensed by the site, NOT by the number of users.

💯 New
VOYAGER AI
↳ Text to Speech

Our latest AI improvement is the addition of a Text-to-speech option.

This is ideal when there is a lot of useful information in notes or other rich text fields or even an AI summary from Feeds as the userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. can listen rather than needing to read.

LEARN MORE

💯 New
Conditional Fields on Forms

Administrators can now customize the Form Field Settings from the Entities menu in the Admin Module to set individual fields to display, be required or be read-only when specific conditions are met.

For example, a field Customer # is only relevant when the 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 question is a Customer (rather than a Prospect) so can be hidden until the Type of Account is updated to “Customer”.

LEARN MORE

Pipeliner CRM • NEWS

› › › › SalesTechnology Insights

NAVIGATING THE CRM MARKET

The Importance of an Agile, Customizable Solution featuring Nikolaus Kimla, CEO of Pipeliner

A customized CRM system is an indispensable tool for businesses looking to understand their customers' preferences and behaviors better. The development of a CRM solution aims to increase customer loyalty and sales, which is of great importance for business interests.

Read article

📚 New Whitepaper

Podcasters Guide
to Podcasting

Pipeliner CRM is the driving force behind the successful SalesPOP! podcast. With over 1600 episodes and a global reach, SalesPOP! has become a leading voice in sales, leadership, and business insights. Rated in the Top 2% of global podcasts by Listen Notes.

Pipeliner CRM not only manages the podcast's extensive database of thousands of global contacts but also streamlines operations through its embedded scheduling tool, workflow automation engine, and AI-augmented profiles. This seamless integration allows for efficient guest management, automated reminders, and updates.

Pipeliner CRM has future plans to leverage AI for on-demand contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. delivery, providing users with "Just-in-time" coaching directly within the CRM.

Read about what it takes to produce a high-performing podcast — If your business has or is looking to start a podcast, this whitepaper will help or you can reach out to us and we are always happy to share our insights and experience.

READ THE WHITEPAPER

Pipeliner CRM

Featured ExFind Expert

James Muir

James Muir is a keynote speaker and Best-Selling author of “The Perfect Close: The Secret to Closing Sales” and “Unsticking Deals”.

Both books teach a clear and simple approach to close more opportunities while remaining genuinely authentic and how to “unstick” deals that are languishing in your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process..

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 James

our knowledge digital platform

› › › › SALES POP! HIGHLIGHTS

Jim Matuga • Unleashing the Power of AI in Marketing

🎥 VIDEO INTERVIEW
Unleashing the Power of AI in Marketing

A thought-provoking conversation with Jim Matuga, the president and founder of Interaction Media. Jim, an award-winning marketing professional and the creator of the innovative Story Maker SaaSSaaS SaaS is an acronym for Software as a Service. application, shares his insights on the intersection of artificial intelligence (AI) and marketing. This episode is a treasure trove of valuable information for small businesses and nonprofits looking to enhance their marketing strategies through the power of AI.

▶️ Watch Jim

🌐 more on salespop.net

💬 Get in touch with us

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 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

Pipeliner CRM Inside Track Newsletter from September 19th, 2024

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