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Making Office 365 Work For You
Blog / Pipeliner CRM / Dec 16, 2019 / Posted by John Golden / 5797

Making Office 365 Work For You


As recently as 2018 it was estimated that there were 155 million Office 365 business users and early this year, Gartner estimated:

  1. 1 in 5 corporate employees now uses an Office 365 cloud service
  2. Office 365 is the most widely used cloud service by user count

This is quite a stunning comeback for Microsoft when not too long ago rumors of its demise at the hands of Google’s G-Suite were clearly exaggerated to paraphrase a famous quote. Given such statistics, it only stands to reason that smart technology providers would make sure that their products integrated elegantly with Office 365. This is certainly the strategy of Pipeliner CRM because we believe in best of breed products, seamless integration, and increased efficiency. That is why we continue to lead the CRM field with better, deeper and frankly, more productive add-ins for Microsoft Office 365.

Today we launch another add-in for Office 365 focused on Templates for Word & Excel that allows users to:

  • Embed fields in Office 365 Word and Excel templates
  • Pull data directly from Pipeliner
  • Output to Word, Excel or PDF
  • Save templates directly to a record and download when needed
  • Easily and quickly update templates as needed

Plus Pipeliner CRM has an Office 365 email feature that allows users to send emails directly from Pipeliner:

  • Send emails directly from Pipeliner using Office 365
  • Send group or individual emails
  • Compose emails using Rich-text formatting
  • Attach files and embed links, plan follow-ups and log sent emails

It is no small achievement in how Microsoft re-established dominance with Officer 365 and we at Pipeliner will continue to make it as easier, efficient and productive for users of both Office 365 and Pipeliner CRM to leverage the strengths of both systems.

Take FREE TRIAL of Pipeliner CRM and see for yourself how efficient it is!

About Author

John is the Amazon bestselling author of Winning the Battle for Sales: Lessons on Closing Every Deal from the World’s Greatest Military Victories and Social Upheaval: How to Win at Social Selling. A globally acknowledged Sales & Marketing thought leader, speaker, and strategist, he has conducted over 1500 video interviews of thought leaders for Sales POP! online sales magazine & YouTube Channel and for audio podcast channels where Sales POP! is rated in the top 2% of most popular shows out of 3,320,580 podcasts globally, ranked by Listen Score. He is CSMO at Pipeliner CRM. In his spare time, John is an avid Martial Artist.

Author's Publications on Amazon

John Golden, best selling author of "Winning the Battle for Sales" presents "Social Upheaval: How to Win At Social Selling" to explain how every B2B salesperson can add social selling methods to their toolkits, and why it is so important that they do so without…
Buy on Amazon
FROM THE CREATORS OF SPIN SELLING―TRIED-AND-TRUE STRATEGIES TO ARM YOU IN THE WAR FOR SALES SUPREMACY "I distinctly remember my first VP talking about 'campaigns' and 'targets.' Indeed, successful salespeople have made learning from military tactics an important aspect of their careers. In this engaging…
Buy on Amazon
Comments (5)


Yidideya Gebremariam commented...

Its very helpfully feature .Thanks Pipeliner CRM.


jeremy odeh commented...

This is so great


EnochOkoli commented...

This is a very amazing article and so helpful in sales process


Biruk Abere Mekuria commented...

That is a good feature pipeline CRM offers.


Imo-Abasi Jr Jacob commented...

This is an essential feature enabling access to office 365 tools such as Outlook, Excel and word makes work easy.

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