Pipeliner CRM News and Press Resources

Pipeliner CRM announces that they have been recognized as a top leader for CRM Software in G2 Crowd's 2019 Winter report. G2 is the world's largest tech and software marketplace that provides unique and authentic peer advice based on reviews gathered from G2's userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. community, as well as 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. compiled from online sources and social networks.

Pipeliner CRM today announced the next components of its expanded support for Microsoft Office 365 with the release of a Word and Excel Templates and an Email Add-in. This is part of Pipeliner’s dedication to supporting the best of breed products, delivering seamless integration, and increasing the efficiency of users.

Pipeliner today announced the release of unique new capabilities where users can visually map the relationships between their Contacts and people their contacts are connected to and the relationships between their Accounts and other organizations. Together with the existing visual OrganizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). Chart and Buying Center features, these Contact and 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. mapping features deliver the most comprehensive suite of visual relationship mapping tools ever built-in to a CRM system.

Pipeliner, the leading CRM provider known for its dynamic and visual platform today announced a new partnership and native integration with Act-On Software, the leading Adaptive 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. provider that drives personalized and purposeful multi-channel marketing.

Pipeliner, a leading CRM provider, today announced it has been positioned as a Niche Player by Gartner, Inc. in the 2019 Magic Quadrant for Sales Force Automation* for the first time. Vendors were evaluated on their ability to execute and completeness of vision. This inclusion represents a major landmark for Pipeliner and its 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.

Pipelinersales announced today major enhancements that allow companies to customize their 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. lists within Pipeliner CRM. Customers can now define different types of Products and create a corresponding Custom Form for each Product. These Custom Forms can also include Custom Fields. Now when a customer adds Products to the Products & Prices section in the Administration Module, they can fill in those Custom Fields with additional Product details specific to their business.