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Pipeliner CRM Integration

Sales Pop!

Since we often get questions about how Pipeliner integrates with other applications in a company, we will answer the most frequently asked questions about CRM and integration in this series of articles. The chef has baked an amazing cake that will be the dessert of the customer’s life, but the server does not bring it over.

CRM 93
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Introducing Custom Entities (Objects) for Pipeliner CRM

Sales Pop!

With the next major release of Pipeliner CRMPipeliner CRM 5.0, being released on the 28th of September —comes a fantastic new feature: Custom Entities (functionality referred to in some other CRM systems as “Custom Objects”). Standard Entities are those provided as defaults in Pipeliner.

CRM 52
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Pipeliner CRM: “Open to Close”

Sales Pop!

At Pipeliner, we have just devised a new tagline for our CRM and our company: Open to Close. The Pipeliner Difference This tagline has been created to encompass the impact Pipeliner CRM has on an individual, the organization, and the marketplace environment as a whole. Productivity , then, leads to profitability.

CRM 59
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New! Powerful Pipeliner CRM Document Management

Sales Pop!

Every company generally has endless documents associated with CRM—for opportunities, for particular sales process stages, and other uses. Introducing Pipeliner CRM’s new Document Management! We’ll humbly say that no other CRM vendor has such a system without adding on, usually at a cost. Two Main Types. Using the System.

CRM 98
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3 Ways CRM Software Improves Sales Pipelines

Sales Pop!

Sales pipelines are used to aggregate the progress of potential customers all through the sales life cycle. They are usually visually represented in CRM software so sales team members can easily keep track of the deals that are in the pipeline at any time. Here are some key ways CRM software improves sales pipelines: 1.

CRM 98
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Pipeliner Customers: Why Should You Integrate Email in Pipeliner RIGHT NOW

Sales Pop!

We’ve seen that many customers have not taken advantage of Pipeliner’s powerful email integration features. I compare not using Pipeliner’s email integration to not using the navigation feature in your car. Like CRM Without Email Integration. It’s the same as using a CRM system without email integration.

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How Technology Helps you Manage the Sales Pipeline

Veloxy

Perhaps the answer could be in your sales pipeline. Research shows that top performing companies and sales teams do extremely well when it comes to managing their pipeline. However, over 60% of sales teams say their companies are doing a bad job of managing the sales pipeline. What is a Sales Pipeline? But first….

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