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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. At Pipeliner, for example, we run 58 different SaaS applications. Today’s businesses operate with multiple applications.

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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.

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New Email Security Feature in Pipeliner CRM

Sales Pop!

In the past, there have been concerns that private email within CRM could be seen by other users who shouldn’t see it, because email in CRM has been accessible by any user. We have just released a new email permissions feature for Pipeliner CRM that will ease anyone’s mind about integrating email with CRM.

CRM 97
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Pipeliner CRM: Vital In Times of Crisis

Sales Pop!

The difference between such systems and services and Pipeliner CRM is that a company cannot run without Pipeliner. In times of crisis, Pipeliner is vital. Another way that Pipeliner is vital is that it is part of a strong company structure and environment. Pipeliner Layers. Maintaining Existing Accounts.

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. A sales pipeline is a collection of potential customers for a business.

CRM 98
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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”). Entities ” is the term used in Pipeliner to refer to different CRM functions.

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CRM Security—At Pipeliner, We’ve Got This

Sales Pop!

This is why we’re starting a new series of articles detailing why, when it comes to CRM, you need not have such worries with Pipeliner. For Pipeliner, we have chosen a very safe environment with Amazon Web Services (AWS). We will be taking up each of these topics in detail. Who can we trust today? Risk Assessment.

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