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[Pipeliner 5 Update] New CRM Tools for Empowering Your Sales Force
Blog / Pipeliner CRM / Sep 3, 2013 / Posted by Nikolaus Kimla / 4059 

[Pipeliner 5 Update] New CRM Tools for Empowering Your Sales Force

The Pipeliner 5 update is here with the amazing new CRM tools for accelerating sales force performance!

We’re excited to unveil a collection of new features including an absolutely amazing pipeline velocity feature, bulk update, subjective target, Dropbox and Google Drive app; and expanded CRM apps portal with new integrations.

Our team has been hard at work during this summer to make Pipeliner CRM software a strong assistant for your sales force activities. Let’s take a closer look what we have built for you:

Introducing Pipeline Velocity Feature for Effective Sales Cycle Management

Most sales managers will acknowledge that the longer the opportunity stays in the pipeline, the less likely it will actually close. We decided to give you a CRM tool that helps you to track the age of your opportunities in your company sales pipeline and improve your opportunities closing ratios. We call it sales pipeline velocity.

The pipeline velocity feature enables you to:

  • Monitor the age of your opportunities i.e. track the number of days an opportunity has remained in any given sales step.
  • We implemented the feature that lets you track the average sales step duration based on the opportunities age.
  • You can easily set the warning notifications i.e. Pipeliner will monitor stage duration and warn you of delays well before those delays turn into problems.
  • And many more cool features related to this tool such as new dashboard charts or improved management reports.

Pipeliner 5 Update - Pipeline Velocity

Sales pipeline management is without a doubt the single most effective sales management tool available to salespeople today. And this truly effective sale methodology, built right into the pipeline management software, lets you focus on the right sales activities in order to increase your sales.

Improved Document Management with MS Office Integration, Dropbox App and Google Drive App

It’s important to collaborate on your sales documents within your sales team. These set of new crm tools for sales in Pipeliner lets you collaborate with your sales team on documents and document your sales best practices to drive your sales effort.

#1: MS Office Integration

Pipeliner integration with MS Office productivity tool lets you save your MS Word and MS Excel documents and templates directly into Pipeliner to provide your sales force with shared access to your most important sales resources.

#2: Dropbox Integration

Dropbox for Pipeliner makes adding collaborated documents from Dropbox into Pipeliner as easy as point and click. You can now attach your Dropbox files to any account, contact, lead or opportunity in Pipeliner CRM.

#3: Google Drive Integration

The Google Drive App for Pipeliner makes it easy to add files from your Google Drive to Pipeliner CRM. This way you can store all your sales documents and best practices in one place, so your sales team can access them from anywhere and share them with others easily.

Pipeliner 5 Update - Dropbox & Google Drive App

Pipeliner CRM lets you easily map your sales methodology in order to ensure consistent use of sales best practices. Use this effective sales methodology and drive more revenue with Pipeliner CRM sales management software.

Other Powerful Integration with Marketing Tools You Already Use

We have partnered with two great companies to deliver you the solutions that connect your marketing automation tools with your sales team. You can find all brand-new apps within Pipeliner CRM Apps portal.

#1: SyncApps Integration

SyncApps by Cazoomi, provides the integration framework that seamlessly brings marketing and sales platforms together and allows for the synchronization of data in both directions. SyncApps integrates with the following marketing tools:

  • Constant Contact – sync Pipeliner contacts and leads to Constant Contact master list. Try Constant Contact for Pipeliner CRM.
  • MailChimp – connect the powerful email marketing with Pipeliner CRM to drive lead generation. Explore MailChimp for Pipeliner.
  • Act-On – improve your lead quality and drive lead generation campaigns with Act-On for Pipeliner CRM.
  • ExactTarget – take advantage of the powerful email marketing and marketing automation features available in ExactTarget within Pipeliner CRM. Learn more about ExactTarget for Pipeliner.
  • and VerticalResponse – sync campaign responses from VerticalResponse to Pipeliner CRM. Explore VerticalResponse for Pipeliner.

#2: Bedrock Data Integration

The HubSpot integration syncs contact records, including lists from HubSpot to Pipeliner CRM. The integration also automates the creation and updating of Contacts in HubSpot, creating a powerful bi-directional data-driven integration with Pipeliner CRM.

Pipeliner 5 Update - Integrated CRM Tools - SyncApps

Many Other Cool CRM Tools to Try

We have improved a various different CRM tools and features available in Pipeliner as well.

  • Subjective target – The subjective target can be calculate as opportunity value multiplied by the opportunity ranking.
  • Enhanced accounts management – you can now create a new contact directly within the account.
  • Enhanced management reports – use the drag-and-drop functionality for adding the fields into report.
  • Enhanced import process with Import2 partnership – you can use the Import2 integration and its feature to migrate your current data from almost any CRM to Pipeliner.
  • Bulk update – update the same field for multiple records at once.
  • Updated BI Dashboard – analyze the new dashboard charts specially build for pipeline velocity metric.
  • Other cool minor enhancements and fixes.

We hope you will like the new update of Pipeliner 5. This is its v5.3 and we look forward to your feedback.

About Author

A 30-year veteran of the computer industry, Nikolaus has founded and run several software companies. He and his company uptime iTechnology are the developers of World-Check, a risk intelligence platform eventually sold to Thomson Reuters for $520 million. He is currently the founder and CEO of Pipelinersales, Inc., developer and publisher of Pipeliner CRM, the first CRM application aimed squarely at actually empowering salespeople. Also a prolific writer, Nikolaus has authored over 100 ebooks, articles, and white papers addressing the subjects of sales management, leadership and sales itself.

Author's Publications on Amazon

This is a practical manual covering the vital subject of Sales Management. I firmly believe that sales are the most important profession for dealing with today’s turbulent world and Econo my, for salespeople create wealth and produce peace. But salespeople need a competent, stable leader—and…
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Inside this eBook, you’ll discover a series of chapters dedicated to some of the most important areas facing sales today. From the sales process definition to measurement, lead generation, and proven sales techniques, this comprehensive eBook will provide you with the information you need to…
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A common term in sales today is EQ, which stands for “emotional I.Q.” It means the skill a salesperson has in reading emotions and utilizing them in sales. It means empathy and a number of other abilities. The short version is, it’s an I.Q. when…
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People are smart to question the future of automation, for it has become part of everything we do. With the quantity of applications and technology around us, we yet still crave more. We become convinced of its power when our package is delivered from Amazon…
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Sales management isn’t a simple subject by any means. But at the same time, it does have some basic and somewhat simple fundamentals—and that is what we are bringing to you with this book. First come pain points of sales management, and how to overcome…
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Today the Internet has transformed a seller's market into a buyer's market and author Nikolaus Kimla states that the role of sales has never been more crucial. It is now time to give salespeople the role they factually can play: entrepreneurs within the enterprise. They…
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This is our public declaration of the intentions behind Pipeliner, and our objectives and motives for the product and for our company. Behind the development of that CRM application and, in fact, behind everything we do, we have a real cause. The story begins with…
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For the future, there must be a perfect balance of humans and technology. You have to have the perfect technology, andthen the perfect human being in application, performance and presentation. Today and into the future, it’s a 50-50 balance. In the past it was perhaps…
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The salespreneur is based on the concept of the entrepreneur. Before we can explain the salespreneur, you have to have some understanding of the entrepreneur. The entrepreneur plays a crucial role in any economic system. The entrepreneur seeks out information that can be utilized for…
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A seasoned captain would never leave port without a competent navigator. In a similar way, a sales manager might be a total ace at "commanding the ship" – at inspiring and coaching sales reps, pointing out and getting agreement on making quotas, and keeping everyone's…
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