50 Benefits of Pipeliner CRM

50 Benefits of Pipeliner CRM
UNIVERSALS
WHITEPAPER

Benefits of Pipeliner CRM
Universals
Pipeliner was originally designed as a tool for sales empowerment.
With its newest release Pipeliner meets the highest requirements for
contemporary CRM solutions.
The oldest and still most urgent CRM issue that companies have to face
is low user acceptance, which results in poor data quality. This can lead
to strategies that put a business at serious risk. Pipeliner is a revolu-
tionary CRM System that focuses on sales management and is designed
to truly support and empower sales representatives in their day-to-day
job. That is why they love to work with it and that is why we solved this
industry problem.
Pipeliner offers the capability to implement your own standardized sales
process and sales methodology. Each user works on their personal visual
Pipeline and has a clear understanding of their performance, potential
deals and next steps to be taken. Every single Pipeline is connected to
a central database that allows users to share Accounts, Contacts, deals,
documents, Activities and Reports throughout the organization. Pipeliner
offers a powerful permission-based system to share content within
teams and offers great scalability.
If your company is an international or national organization, Pipeliner
is the perfect answer to requirements such as company-wide reporting
with a single click, regional and international forecasting, easy to use
Dashboards and analytics.
Equally important are the collaboration features that allow working
together as a team on mutual projects or sales.
50
50 Benefits of Pipeliner CRM Universals
www.pipelinersales.com 2

Benefits Overview
PIPELINE
1. Fully Visualized and Interactive Sales Pipeline 5
2. Sales Pipeline Velocity 6
3. Bubble Chart View 7
4. Target Multiple KPIs 8
5. Navigator 9
6. Team Lead Management 10
7. Drag and Drop Leads to Opportunity Qualification 11
8. Labels 12
9. New In-App Notifications 13
10. Full-Blown Account Management 14
11. Auto Profiling 15
12. Smart Org Chart 16
13. Merge Accounts and Contacts 17
14. Geolocation 18
15. Calling over Mobile 19
16. Social Media CRM 20
17. Sales Activities 21
18. Automatic Task Scheduling for Sales Pipeline Steps 22
19. Buyer’s Actions 23
20. Buying Center Visualization 24
21. Link Activities to Leads, Opportunities, Accounts & Contacts 25
22. Appointment Planner 26
23. Recurring Tasks 27
24. Invitees 28
25. Tasks Board 29
26. New Dynamic Activities 30
27. Dashboard Graphs with On-The-Fly Comparison 31
28. Management Reports 32
29. Forecast Reports 33
30. Advanced Reports 34
31. Enhanced Sales Performance Insights 35

Benefits Overview
CUSTOMIZATION
42. Easy Customization 46
43. Advanced Product Clusters 47
44. User Role Management 48
45. Multiple Pipelines 49
46. Website Services 50
47. Intelligent Fields 51
INTEGRATION
48. Enhanced Mobile Solutions 52
49. Sales-Oriented Integration to Outlook 53
50. Offline and Sync Capabilities 54
32. Instant Reporting 36
33. History Audit 37
34. Sales Pipeline Archive 38
SETTINGS
35. Sales Dynamic Target 39
36. Profiles 40
37. Views 41
38. Sales Step Documents 42
39. Notes Management 43
40. Document Management 44
41. CRM Apps Marketplace 45

Pipeliner is a sales application designed from
the ground up to provide new ways to quickly
and intuitively guide you through the process of
closing deals more effectively. We made it more
interactive, visual, safe and easy to use.
¤¤ Arrange sales Opportunities by closing
date or value.
¤¤ Group sales Opportunities by owner
or sales team.
¤¤ Filter Opportunities by product, ranking,
value or other factors.
¤¤ Easily drag & drop Opportunities along
the sales process.
Fully Visualized and Interactive Sales Pipeline1
PIPELINE
Drag and drop the Opportunity.

With Pipeliner, you can track the number of
days an Opportunity has remained in any
given sales step.
¤¤ Monitor the age of your Opportunities.
¤¤ Effectively reduce your Sales Cycle.
¤¤ Maintain the quality of your Pipeline.
Sales Pipeline Velocity2
Pipeline
Set the warning notifications.

The bubble chart view gives you a completely
new way of managing your sales opportuni-
ties. It’s not a static but a dynamic view that
combines the three main dimensions of a sales
opportunity (sales step position, value and
closing date).
¤¤ Visually see which step your Sales
Opportunity is in within your Sales Pipeline.
¤¤ Visually see how far away your Opportunity
close date is.
¤¤ The size of the bubble indicates the size of
the Opportunity.
Bubble Chart View3
Pipeline
Drag and drop the opportunity to
change closing date.

Nothing is more important in sales than keeping
sales reps focused on their target. Pipeliner CRM
puts their target right in front of them. Pipeliner
CRM enables you to configure the target
calculation according to your business.
¤¤ Use default target calculation based on
the opportunity value.
¤¤ Utilize any numeric based field in the target.
¤¤ Compare your current target with any
previous time period.
Target Multiple KPIs4
Pipeline
Target the business numbers you need.

Unlike traditional CRM, Pipeliner has moved
well beyond the concept of a standard
dashboard to more targeted and innovative
ways of delivering instant intelligence to
the user. Intelligence that helps the user cut out
the noise, easily navigate complexity and focus
immediately on what is most important.
¤¤ Activity Stream — Navigator organizes you!
¤¤ Target Overview — Navigator focuses you!
¤¤ Notifications — Navigator reminds you!
¤¤ Suggestions — Navigator advises you!
¤¤ Business Overview — Navigator steers you!
Navigator5
Pipeline
Focus in real-time on what’s most important!

6
Gather Leads from any other system into
the specific and unique Pipeliner feature Team
Lead Management. This is where all your leads
are stored, ready to be assigned to your sales
reps using an easy drag-and-drop system.
¤¤ Assign Lead from the team Lead pool.
¤¤ Filter Leads by owner or elapsed time in
the team Lead pool.
¤¤ Release Leads back to the team Lead pool.
Team Lead Management
Pipeline
Manage your Leads in Lead pool.

7
Qualifying Leads into real Opportunities
has never been easier. Just use our drag and
drop functionality.
¤¤ Drag qualified Leads into the sales Pipeline.
¤¤ Send disqualified Leads into
the sales Archive.
¤¤ Reassign Leads to your team members.
Drag and Drop Leads to Opportunity Qualification
Pipeline
Qualify Lead from Lead list.

8
To Pipeliner's totally visual opportunity
management, we have now added a label
feature — you can now label opportunities so that
priorities are instantly viewed.
¤¤ Focus — this is a top priority lead
or opportunity that should be
worked right away.
¤¤ Hot — this is a hot lead or opportunity that
should be worked as buyer is very active.
¤¤ Stalled — The opportunity is stuck from
the buyer point of view.
Labels
Pipeline
Prioritize your leads & opportunities.

9
Notifications are displayed while the user is
active within the app. Get notified when oppor-
tunities move, new leads are created, documents
attachments added and more.
¤¤ Save your team time from having to call,
email or find each other to provide updates.
¤¤ Stay on top of their sales team’s progress.
¤¤ Identify when opportunities have
become stalled.
New In-App Notifications
Pipeline
Stay Informed. In the App!

10
Qualify and classify your Accounts according
to your preferences. Get all useful information
about opened Opportunities, Activities, Notes,
Documents and more related to the Account with
just one mouse click.
¤¤ Classify your Accounts.
¤¤ Create your custom list of Accounts type.
¤¤ Manage all Opportunities related to
a particular Account.
¤¤ Create Org Charts of your Accounts.
Full-Blown Account Management
Pipeline
Track your customer relationship.

11
When you enter an email address for any Contact
or URL address for any Account, Pipeliner auto-
matically fills in the Contact or Account Record
with publicly available information like: avatar,
address, title, social media accounts, and more,
saving you time and effort.
¤¤ Auto-fill Accounts / Contacts with Avatars.
¤¤ Auto-fill Accounts / Contacts with Addresses.
¤¤ Auto-fill Accounts / Contacts with Social
Media Channels.
Auto Profiling
Pipeline
Auto-profile your data!

12
All of your Accounts and Contacts are fully
mapped in Pipeliner's exclusive Smart Org
Chart. You decide who and what to “pin” from
the Org Chart to the Buying Center (another
valuable view of your buyer’s hierarchy for
any Opportunity). Remember, you can pin
“one to many with any” and set a Primary
Contact — a uniquely powerful capability.
Imagine: you are now visually orienting your
sales process from creation through close.
¤¤ Build an Org Chart.
¤¤ Build an Accounts Hierarchy.
¤¤ Easily print Org Chart views.
¤¤ Link important people.
¤¤ Link accounts via custom accounts
relation types.
Smart Org Chart
Pipeline
The Smart Org Chart Maps Accounts
and Contacts Automatically.

13
It can often be discovered that 2 Pipeliner
accounts or contacts, while they contain
different data, actually belong in 1. Pipeliner's
Merge Accounts and Contacts feature allows you
to merge 2 contacts or accounts into a single
contact or account.
¤¤ Merge two contacts into a single contact.
¤¤ Merge two accounts into a single account.
Merge Accounts and Contacts
Pipeline
Easily merge two contacts or accounts!

14
We know that sales isn't all about sitting at
your desk. You need to get out there — meet
people, make site visits, conduct presentations
and demonstrations.
When you go to visit a client or prospect, you
will of course need to know how to get there.
So that you don't have to go outside Pipeliner,
we've developed our Geolocation feature for
both the mobile and desktop versions of
Pipeliner CRM.
¤¤ View contacts and accounts on
the interactive map.
¤¤ See contacts and accounts using Pipeliner
CRM for iOS and Android mobile devices.
¤¤ Define the map inside the account
or contact form.
Geolocation
Pipeline
View contacts and
accounts on the map!

15
With this feature, you can initiate calling
from the desktop over Mobile. This feature is
a massive time saver when working with your
data on your desktop. (In order to use this
feature, you need to use the native Pipeliner
CRM mobile app for iOS and Android.)
¤¤ Connect your mobile device with
Pipeliner desktop.
¤¤ Initiate call from desktop, call
on your mobile.
¤¤ Set up notifications preferences
on your mobile.
Calling over Mobile
Pipeline
Initiate calling from the desktop over Mobile.

16
Acknowledging the ongoing importance of social
media to the selling process, we’ve blended
social features into sales workflow.
In Phase 1, we’ve connected Pipeliner CRM with
Twitter, Facebook, and Google+. You can see
and interact with your Contacts and Accounts in
social environments.
¤¤ Twitter: Search, Follow, Retweet, Favorite.
¤¤ Facebook: Search, Friend and
Like, view posts.
¤¤ Google+: Search, view profile, add to Circles,
comment, share, and +1.
Social Media CRM
Pipeline
Interact with your Contacts
over social media.

17
Create a list of all Activities that a user needs
to accomplish within the corresponding step in
sales Pipeline in order to move the Opportunity
from one sales step to another.
¤¤ Relate a simple checkbox to any
Field or Activity.
¤¤ Auto-check the sales Activity.
¤¤ Motivate your users!
Sales Activities
Pipeline
Check as done!

18
In addition to the standard sales activities
you can build for each sales step in our sales
pipeline, you can auto-schedule them for each
sales rep. Based on the stage the opportunity
currently occupies, tasks will be auto-scheduled
when the sales rep moves the opportunity to
the next stage.
¤¤ Define custom Sales Step related tasks.
¤¤ Auto-schedule tasks for each sales step
in the Pipeline.
¤¤ Modify tasks when moving an opportunity
in the pipeline.
Automatic Task Scheduling for Sales Pipeline Steps
Pipeline
Auto-schedule tasks when moving the opportunity.

19
Assign Opportunity Fields that a user needs to
accomplish within the corresponding step in
sales Pipeline in order to move the Opportunity
from one sales step to another.
¤¤ Assign Fields to a particular Sales Step.
¤¤ Make sales Actions required per step.
¤¤ Better qualify Opportunities in the Pipeline.
Buyer’s Actions
Pipeline
Enter the value when needed!

20
Create a visual Buying Center chart of
an Opportunity or Lead and define the relation-
ships between all members. When it comes to
complex or high volume sales processes, this is
the tool to work with!
¤¤ Visualize the internal relationships of
Contacts related to the Opportunity.
¤¤ Find and define decision makers within
the organization.
¤¤ Track all the sales roles of the people within
the Account.
Buying Center Visualization
Pipeline
Who are the Gatekeepers?

21
Collaborate on your Opportunities within your
sales team by sharing or assigning Tasks,
scheduling meetings or posting an internal
message. The Feed function allows you to
have a chat-like conversation related to all
the information in your database.
¤¤ Manage and share Activities.
¤¤ Schedule appointments and invite your team
members to join.
¤¤ Post messages and share them with
your sales team.
¤¤ Link a single activity to multiple records.
Link Activities to Leads, Opportunities, Accounts & Contacts
Pipeline
Manage your Tasks and appointments.

22
The appointment planner is a tool that is
directly integrated in the Pipeliner CRM desktop
application. The appointment planner tool
enables you to find the best time across time
zones when scheduling appointments with your
prospects or customers.
¤¤ Drag the start / end date to
the time you prefer.
¤¤ Immediately see how your local time
converts to the different time zone.
Appointment Planner
Pipeline
Find the best time across
all time zones.

23
Recurring tasks are directly related to the due
date of the tasks themselves. When you complete
a recurring task, the entry will roll to the next
date you've selected. When creating recurring
tasks, the time expression has two main parts:
Recurring Pattern and Duration.
¤¤ Example: Set a Recurring Task to
create a Monday status report that is
due each week.
¤¤ Example: Set a Recurring Task to review
overall customer satisfaction on the 17th
of
each second month.
Recurring Tasks
Pipeline
Easily create recurring tasks.

24
With the release of Pipeliner CRM, you can invite
other users as well as contacts to appointments,
and can track an email as an activity.
¤¤ Invite your contacts to appointments.
¤¤ Invite your colleagues to appointments.
¤¤ Collect responses in Pipeliner CRM.
Invitees
Pipeline
Invite contacts and users to appointments.

25
Organizing Tasks is always a chore…at least it
was until now. By visually organizing all Tasks
on a board, the status is viewed effortlessly, and
focus comes easily.
¤¤ Tasks organized per their status.
¤¤ Drag and drop Tasks.
¤¤ Easily change the Task card view.
Tasks Board
Pipeline
Drag and drop to change the status.

Customize your activities now!
26
Every company is unique. Every company
manages its activities differently. Introducing
custom forms and custom fields for activities!
Build your own task management with
the Pipeliner CRM custom fields and tasks board.
¤¤ Create custom activity types.
¤¤ Create custom fields per each activity type.
¤¤ Link the activities to the sales
steps of pipeline.
¤¤ Track and report on any field on your
activity forms.
New Dynamic Activities
Pipeline

27
A management Dashboard, which is also
accessible directly from MS Outlook, provides
valuable sales performance insights in
real time. It helps salespeople stay focused on
achieving their goals, and gives transparency
and control to management.
¤¤ Explore the sales Pipeline chart.
¤¤ Create Account or Opportunity based charts.
¤¤ Choose from a set of more than 24 different
chart types to measure your performance.
Dashboard Graphs with On-The-Fly Comparison
Pipeline
Enlarge to see more details.

28
Management Reports once more make
Pipeliner an excellent sales application. Reports
deliver accurate sales forecasts on which you
can immediately act.
¤¤ Create standard or pivot Reports.
¤¤ Filter any data shown in the Reports.
¤¤ Export Reports into Excel.
¤¤ Print Reports into a PDF.
¤¤ Share Reports with your team.
Management Reports
Pipeline
Filter Records.

29
This report allows a sales manager to set
forecasts for each member of a sales team, and
track forecast performance through a sales
period for each forecast set.
¤¤ Set forecasts for team members.
¤¤ Track progress of team members against
their individual forecast.
¤¤ Share forecast reports with
your team members.
Forecast Reports
Pipeline
Set Team Member Forecasts!

30
In addition to all the powerful Pipeliner CRM
Reporting Features that users have come to
count on, we have now added a whole new
dimension: Advanced Reporting. This feature
allows you to you combine any record type
(opportunities, leads, accounts, contacts,
products, feeds, notes, activities) or report type
(standard or pivot) into one single report, using
our new Report Builder.
¤¤ Combine any record type into
a single report.
¤¤ Combine any report type into
an advanced report.
¤¤ Use Report Builder to build advanced reports.
Advanced Reports
Pipeline
Combine any record type
or report type into a single advanced report.

31
Change sales management forever! Pipeliner
CRM Performance Insights reveals the keys to
success hiding in plain sight! Pipeliner CRM
triggers the changes made by your sales team
and visually displays their sales performance.
¤¤ Instantly view how territories
are performing.
¤¤ Visually compare salespeople’s performance.
¤¤ Graph views measure and display
performance over time.
¤¤ Follow sales trends and conversions.
¤¤ New Track life cycles of leads
and opportunities.
Enhanced Sales Performance Insights
Pipeline
Create that competitive, winning mentality!

32
Pipeliner does the heavy lifting for you when
it comes to Management Reports. In addition
to the pre-filled Reports Dashboard, there
is a 1-click Report button for many views
throughout the application.
¤¤ Reports can be Starred and Saved for
consistent use.
¤¤ Create Management Report on closed deals
for the current month.
¤¤ Create Management Report on the Activities
of the sales rep you’re reviewing.
Instant Reporting
Pipeline
Rich Reports — One Click Away.

33
This function logs all of the changes applied to
your data in detail. The team manager can set
a time frame and monitor what their sales
team has been working on within that set
period of time.
¤¤ Track each Activity made for
on an Opportunity, an Account,
a Contact or a Lead.
¤¤ Filter any data shown in history.
¤¤ Save Opportunity history logs to PDF files.
History Audit
Pipeline
Track your history.

34
The Pipeliner Archive shows all closed and lost
Opportunities, so you have full data about lost
Opportunities including why they were lost.
¤¤ Arrange Opportunities by closing
date or value.
¤¤ Group Opportunities by owner or sales team.
¤¤ Filter Opportunities by product or ranking.
Sales Pipeline Archive
Pipeline
Count of your Opportunities in sales step.

Dynamic sales Targets make Pipeliner
an excellent sales application that delivers
accurate sales forecasts you can immediately
act upon. With one view on your weighted,
unweighted, balanced, ranked or real Target, you
can readily see where your sales performance
is headed. This allows you to analyze different
scenarios in order to focus your efforts to
the most promising Activities.
¤¤ Set your sales Target for a specific period.
¤¤ Get an instant overview of your sales
Pipeline value.
Sales Dynamic Target35
SETTINGS
Set your sales goal.

36
Pipeliner offers you many ways to visualize
and instantly Filter data so that you can have
the precise View you need. But beyond that,
Pipeliner allows you to save Views that you
know you’re going to regularly use — with our
Profiles Feature.
¤¤ Save your view, target or filter results
under profiles.
¤¤ Create and customize profiles as you need.
¤¤ Share profiles with your team.
Profiles
Settings
Save and share profiles with your team.

37
With Pipeliner's Compact View feature you
can, at a glance, view the last time a prospect
was touched, the sales opportunities that
involve them, and activity from their running
feed (latest internal messages, social CRM
updates or emails).
The Compact View can also be applied to Leads,
Opportunities, and Archived Opportunities.
¤¤ Use many useful views on the records.
¤¤ Use specific views unique for Pipeliner.
¤¤ Pipeliner remembers your views.
Views
Settings
Choose the view that fits you the best!

38
Pipeliner allows you to store documents that
apply to a specific Sales Step. These documents
can be connected to and always available from
their corresponding Sales Step.
¤¤ The individual document you’ve just
created can then be directly attached to
the Opportunity.
¤¤ You can also attach documents to Leads,
Accounts and Contacts.
¤¤ Using the MS Outlook Integration you
can upload your email´s content including
attachments to Leads, Opportunities,
Sales Step Documents
Settings
Follow your sales methodology.

39
A CRM solution can have all the functionality
in the world — yet there will still be times
a salesperson or other CRM user will need
to make specific notes about a conversation,
an account, an opportunity or a contact.
Write and pin Notes related to the…
¤¤ Opportunity
¤¤ Lead
¤¤ Account
¤¤ Contact
Notes Management
Settings
Pin any Note you need.

40
It’s important to be able to collaborate on your
sales documents with your sales team. This
set of new CRM tools in Pipeliner lets you
collaborate with your team, and document your
sales best practices to drive your sales effort.
¤¤ MS SharePoint Integration
¤¤ Dropbox App
¤¤ Google Drive App
¤¤ MS Office Integration
Document Management
Settings
Manage your attachment settings.

41
Integrate your favorite sales tools and Mobile
CRM Apps. Connect the productivity applica-
tions you already use or extend the Pipeliner
Customer Relationship Management Software
with Mobile & iPad CRM Apps your business
can benefit from.
¤¤ Productivity CRM Apps
¤¤ Marketing Tools
¤¤ Other Great Tools You Already Use
CRM Apps Marketplace
Settings
Connect your favorite tool.

42
With the Pipeliner Template Designer, we
are giving you freedom of choice. Customize
Pipeliner exactly to your needs by adding any
type of data to your Pipeliner forms. Track
pipeline milestones, gather strategic sales
data and key performance measures. When it
comes to your sales process, ensure that you and
your team are speaking the same language.
¤¤ Bring your custom fields into Pipeliner.
¤¤ Rename or replace fields you do not use.
¤¤ Add useful field descriptions to each field
for your users.
¤¤ Rearrange Pipeliner data form fields
within Opportunities, Leads, Activities,
Easy Customization
CUSTOMIZATION
Customize and make
Pipeliner CRM your own.

43
Products and services can be set up directly in
the customer portal. Each product or service
can be directly assigned to an Opportunity.
Using the Filter functionality, for example, you
can select all Opportunities relating to a specific
product. Management Reports get more and
more precise. Products or services can be
structured hierarchically.
¤¤ Create your own product hierarchy.
¤¤ Filter the Opportunities by products.
¤¤ Run product-based Reports and export
them into Excel.
¤¤ Assign products to a dedicated pipeline.
¤¤ Assign product values in multiple currencies.
Advanced Product Clusters
Customization
Assign the Opportunity to the product.

44
With Pipeliner, you can create and deﬁne your
customized permission rights for every Account,
User, Opportunity or any dimension you need.
¤¤ Create, define, and maintain all Pipeliner
permission rights.
¤¤ Set security Roles for all Pipeliner Users.
¤¤ Apply access rights for all features and
Fields within Pipeliner.
User Role Management
Customization
Define role-based permissions.

45
Sales organizations have long struggled with
systematizing their segments: territories,
splits (inside / outside sales), and even sales
situations (pre / post-sales, renewals and
Account expansions). With Pipeliner CRM, you
see it all. Every part of your sales organization
is laid out before you. Now you can switch
seamlessly between pipe views — using the same
shared database!
¤¤ Consolidated, connected teams.
¤¤ Opportunity to look smart and organized.
¤¤ Unified process management.
Multiple Pipelines
Customization
Multiple Pipes:
The Sales Organization, Revealed.

46
You can connect any webpage (or photo,
video, or data list) from an external website to
a Contact, Account, or Opportunity Record. Add
your favorite sites — e.g., maps, search engines,
financial sites — and have immediate access
to information you need from within your
Pipeliner CRM screen.
For instance:
¤¤ Display industry intelligence information
(e.g. D&B, BBB, Crunchbase, etc).
¤¤ View Mapquest directions or Yahoo! Maps
for customer location.
¤¤ View online shipping/billing information
(e.g. UPS tracking).
Website Services
Customization
Bring web data into Pipeliner.

47
An Intelligent Field is a field which displays
data in a read-only fashion, data which has
been automatically calculated using other
data obtained elsewhere. Pipeliner CRM has
currently 5 different types of Intelligent Fields,
and new ones are added on an average of every
other release.
¤¤ Calculated Fields
¤¤ Calculated Validations within Fields
¤¤ Web Resource Fields
¤¤ Dynamic depending Dropdown Fields
¤¤ Auto Numbering Fields
Intelligent Fields
Customization
Pipeliner automizes your customization.

48
Now you can take Account / Contact, Lead, and
Opportunity management on the road. Create,
view and edit key customer and prospect
information, take Notes, schedule Meetings,
complete Activities, update Opportunities and
more, wherever you go.
Enhanced Mobile Solutions
INTEGRATION
One tap is all it takes to
synchronize your devices.

49
Empower your sales performance using
the free MS Outlook Inbox App. Create Leads
or transfer email attachments to Pipeliner by
using the MS Outlook integration. Attaching
emails to Pipeliner data helps you to keep
relevant customer communication organized. All
members of your sales team are, based on access
rights, able to view this information.
¤¤ Get details of your Contacts between MS
Outlook and Pipeliner.
¤¤ Create Leads directly in MS Outlook
from inquiry emails from your
customers or prospects.
¤¤ Save email communication or documents as
attachments to Pipeliner data.
Sales-Oriented Integration to Outlook
Integration
Use Pipeliner within your Outlook.

50
Right out of the box, Pipeliner is out of the box
capable of working both online and offline.
Synchronization as part of the unique Pipeliner
system architecture is a key feature that enables
you to work offline, without any restrictions.
Pipeliner combines the speed and the reliability
of a standalone application with the security, low
cost of deployment and accessibility of a sales
application hosted in the Cloud.
¤¤ Work on your sales targets
anywhere and anytime.
¤¤ Synchronize your data with
your team members.
¤¤ Auto-update data on your screen.
¤¤ No more manual
sync — instant synchronization.
Offline and Sync Capabilities
Integration
Sync your data into the cloud.

Family of Platforms — Sales Empowerment, Knowledge, Networking
Pipeliner CRM — It’s All About Sales!
Copyright © 2017 Pipelinersales Inc.
Share This Document:    
Pipeliner CRM
pipelinersales.com
Go Ahead!
go-ahead.global
Sales POP!
salespop.pipelinersales.com
 FIND OUT MORE TRY IT FREE or

50 Benefits of Pipeliner CRM

Recomendados

Recomendados

Más contenido relacionado

La actualidad más candente

La actualidad más candente (19)

Similar a 50 Benefits of Pipeliner CRM

Similar a 50 Benefits of Pipeliner CRM (20)

Más de Pipeliner CRM

Más de Pipeliner CRM (20)

Último

Último (20)

50 Benefits of Pipeliner CRM