Introducing Pipeliner CRM 11.0, which we have named Continuity. With this version, we are demonstrating absolute continuity in streamlining and supercharging sales activities throughout the world.
A salesperson, every minute of every hour of every day is performing activities. Everything is an activity: the sending of collateral, a call, a task, a meeting, an appointment, or anything else of this nature. Tasks and activities, successfully completed, make it possible to move opportunities from stage to stage of the sales process—creating continuity throughout the sales pipeline. Hence, it is the enhancement of Pipeliner CRM’s powerful Sales Activities functionality that is at the heart of this release.
The name of this release—in a similar way to our last several major releases of Pipeliner CRM—was taken from an ancient work, the Law of Continuity. The Law of Continuity is a principle introduced by German mathematician and philosopher Gottfried Leibniz in 1701, that states, “Whatever succeeds for the finite, also succeeds for the infinite.
Sales Activity Management
Pipeliner CRM Continuity presents a number of key enhancements to Pipeliner’s sales activity management features—several of which can be found in no other CRM application.
- Attach the same activity to one or more accounts, contacts, leads or opportunities–anywhere it applies–with Activity 1:N
- Create and set recurring tasks, so there is never a need to create the same task every time you need it
- Set a default appointment duration—if, for example, you normally give a standard presentation lasting 30 minutes, you can set a default duration for such meetings, and eliminate having to enter a duration again for this type of appointment
- Set a default length of time for a reminder before a task, such as an hour before a call or appointment
- The Appointment Planner instantly informs you of the time zone your prospect or customer is in, when setting an appointment
As always, we have brought other major enhancements to Pipeliner CRM with this release, including major additions to our Product Catalogue feature, new Reporting features, and several robust additions to Pipeliner Mobile CRM.
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