February 25th, 2021
We are happy to announce the v3.9.0 release of Pipeliner CRM.
This release includes another exciting batch of new features for our app as well as other improvements to existing functionality.
Please note that some of these features are only available for our Business or EnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment. Tiers.
New Features and Small Enhancements
Insights › Performance
The Performance tab gives you deep and intuitive feedback on the health and performance of each of your Pipelines. Click on a pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. to drill into deeper Insights, reviewing performance by sales step or by userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service.. You can view the overall pipeline health showing Open vs Lost Opportunities by step or by user, Velocity by step or by user, ConversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller. Rates or Win Percentages by Step and can choose from counts or values.
You can also access the actionable 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. by clicking to drill down.
Check our Knowledge Base article to get more information about Insights ›
Customizable Dashboards
The Dashboards feature has been replaced by new customizable Dashboards. You can now set up your custom reports, add a chart to the report and then also choose whether you also want to be able to see the chart as part of the new custom Dashboards.
You can add Report Charts to a Dashboard using the “Add to Dashboard” option or create a new Report from a Dashboard. Note the new option to create a New Report based on an existing Saved Profile. Dashboard layouts can be edited and charts resized to create just the right view.
Available chart types include Pie Charts, Lines (single and multi), Columns (single, stacked, multiple), Bars (single and stacked) as well as system types such as Scorecard.
Check our Knowledge Base article to get more information about Customizable Dashboards ›
Sending Personalized Email
We’ve made email personalization smarter and easier to manage. When you send an email from an Opportunity, for example, we’ll automatically preselect the details for the Primary Contact. When using a templateTemplate Template is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier., any field that cannot be filled with personalized information will be highlighted in grey so you can easily identify them. When you click Send, you’ll be able to see exactly which records will be used for personalizing your email.
And you can select any missing records to ensure all fields are completed.
Check our Knowledge Base article to get more information about Sending Personalized Email ›
