Making Office 365 Work For You by John Golden

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 in 5 corporate employees now uses an Office 365 cloud service
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 Golden

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.