Releases Office 365 Templates and Email Add-in

Releases Office 365 Templates and Email Add-in

Pipeliner CRM announced the next components of its expanded support for Microsoft Office 365 with the release of Word and Excel Templates and an Email Add-in. This is part of Pipeliner’s dedication to supporting the best of breed products, delivering seamless integration, and increasing the efficiency of users.

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The Office 365 Templates for Word & Excel Add-in 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

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While the new Office 365 email feature 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

“Recent analyst reports show that 1 in 5 corporate employees now use an Office 365 cloud service,” said Nikolaus Kimla, founder and CEO of Pipelinersales. “So we at  Pipeliner CRM are leading the way by making it easy for MS Office 365 and Pipeliner users to leverage both systems together in the most efficient way possible. No other CRM can match the elegance and utility of these MS Office 365 Add-ins plus we will continue to expand our support of Office 365 going forward.”

Pipeliner CRM already boasts an array of other Microsoft integrations and support tools as well as support and integrations for the widest range of other applications that can be seamlessly used with Pipeliner.

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Pipeliner Releases Visual Relationship Mapping Capabilities

Pipeliner Releases Visual Relationship Mapping Capabilities

Pipeliner announced the release of unique new capabilities where users can visually map the relationships between their Contacts and people their contacts are connected to and the relationships between their Accounts and other organizations. Together with the existing visual Organization Chart and Buying Center features, these Contact and Account mapping features deliver the most comprehensive suite of visual relationship mapping tools ever built-in to a CRM system.

The new Contact Relationship Mapping allows user to:

  • Build a Relation Graph for a Contact
  • Map out their connections & who is influencing them
  • Assign roles to their contacts (e.g. business partners, friends, colleagues)
  • Easily move, add, change contact relations as needed

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While the new Account Relationship Mapping allows user to:

  • Build a Relation Graph for an Account
  • Map out what other companies they are connected to
  • Assign labels to those companies (e.g. Subsidiary, Supplier, Client)
  • Easily move, add, change Account relations as needed

“There is no doubt that Sales is becoming more complicated due to the ever-expanding networks that prospects and clients are part of. The key to overcoming these challenges is to carefully map out the relationships your contacts and accounts have and then assess what their level of influence or relationship is. Then you can label them according to that level of influence. To make this easy to do, we built these new visual Contact and Account mapping capabilities into Pipeliner CRM,” said Nikolaus Kimla, founder and CEO of Pipelinersales. “Now together with the existing visual Buying Center and Org Chart salespeople can, for the first time in any CRM, build out a true visual landscape of their deals.”

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As part of this release, Pipeliner also enhanced its Map feature where users can now visually see the details of their Accounts, Contacts, Opportunities, and Leads by physical location.

With these Detailed Map Views, users can:

  • See the location of Accounts, Opportunities, Leads, and Contacts on the Map
  • Quick filter what to display on the marker (e.g. opportunity value)
  • Click Marker to see and edit details
  • Display a legend in Opportunities showing the business overview (e,g. won, lost, value)

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Pipeliner CRM and Act-On Software Announce Partnership and Native Integration

Pipeliner CRM and Act-On Software Announce Partnership and Native Integration

Pipeliner, the leading CRM provider known for its dynamic and visual platform announced a new partnership and native integration with Act-On Software, the leading Adaptive Marketing provider that drives personalized and purposeful multi-channel marketing.

The native integration between Pipeliner CRM and Act-On’s marketing automation platform enables businesses to align sales and marketing, ensure better lead quality and seamless adapt to the buyer’s journey from prospect to customer. Sales and marketing teams will now be better equipped to execute and achieve their business objectives by syncing all data, configuring flexible workflows, and receiving hands-on support for maximum success.

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“We are delighted to have this native integration with Act-On, which is a huge benefit to our current and future mutual customers,” said Nikolaus Kimla, CEO of Pipeliner. “Being able to bring sales force automation and marketing automation together in such an elegant way is a win-win for both sets of users.”

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“Seamless integrations are essential for companies’ technology stacks, so we strive for every one of our customers to have that flawless synthesis between two of their most important revenue-generating platforms — marketing automation and CRM,” said Kate Johnson, CEO of Act-On. “Which is why we’re thrilled to extend this native integration to our Pipeliner CRM customers, especially with our aligned vertical industry audiences.”

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Pipeliner Recognized for the First Time in the Gartner Magic Quadrant for Sales Force Automation

Pipeliner Recognized for the First Time in the Gartner Magic Quadrant for Sales Force Automation

Evaluation Based on Completeness of Vision and Ability to Execute

Pipeliner, a leading CRM provider, announced it has been positioned as a Niche Player by Gartner, Inc. in the 2019 Magic Quadrant for Sales Force Automation for the first time. Vendors were evaluated on their ability to execute and completeness of vision. This inclusion represents a major landmark for Pipeliner and its growing global customer base.

“We consider being positioned in the Magic Quadrant for Sales Force Automation by Gartner for the first time as recognition of where we are in our journey to revolutionize the CRM market,” said Nikolaus Kimla, CEO of Pipeliner. “We continue to enhance and innovate Pipeliner CRM and deliver the most dynamic, visual experience possible to our users and our glowing customer testimonials reflect this.”

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Pipeliner CRM is based on five key elements:

  1. Sales-friendly Interface which delivers exceptional user adoption rates plus rapid onboarding with minimal business interruption.
  2. Simple, Non-Tech Admin that through visual elements, drag ‘n drop and a highly intuitive admin interface makes administration a part-time task and removes the need for expensive, dedicated admins with unnecessary and expensive certifications
  3. Instant, Dynamic & Visualized Reporting that allows managers and indeed any user to instantly create reports ranging from the simple to the complex and from the table-based to the graphical. No other system provides such an advanced reporting engine out of the box.
  4. Automates & Integrates With Everything thanks to Pipeliner’s unique Automation Hub that enables organizations to integrate easily with their other core systems to create best-of-breed technology stacks and for more sophisticated organizations, to create automated workflows that pull from multiple data sources.
  5. Mobile App With Built-In AI provides salespeople with the most powerful, efficient and easy to use Mobile CRM and now with the addition of real Sales AI the mobile CRM App provides intelligent alerts, insights and suggestions to salespeople on the go.

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Pipeliner – The Better CRM built by salespeople and used by salespeople.

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Pipeliner Launches Automation Add-on Suite

Pipeliner Launches Automation Add-on Suite

Pipeliner announced the release of version 1 of its Automation Add-on Suite.

This is a collection of add-ons that automate discrete tasks allowing users to focus on your more high-value & revenue-generating activities. Version 1 consists of 8 Add-ons and more will be added in the coming weeks and months.

The first batch of Automation Add-ons include:

  • Domain Extractor
  • Capitalizer
  • Lead Creator
  • Task Creator
  • Owner Tracker
  • Email Automator
  • Phone Number Formator
  • Owner Updater

For example, Domain Extractor can automatically fill-in the company URL by extracting the domain from the email address, while Phone Number Formator automatically formats the phone number to the correct international format.

The Automation Add-ons suite is part of Pipeliner’s commitment to automating as many tasks as possible to make Pipeliner CRM usage by sales professionals as easy as possible and a totally different experience compared with cumbersome traditional CRM.

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“The release of the Automation Add-on Suite is another example of our total dedication to making the life of sales professionals as efficient and focused as possible. There is nothing more frustrating than having to waste time manually executing random tasks such as correcting the formatting of a phone number. Our Add-ons Suite will continually eliminate as many of these types of tasks as possible,” said Nikolaus Kimla “In the coming months we will create more and more of these Automation Add-ons and indeed will open this up to our customers to request future Add-ons as well.”

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The Automation Add-ons Suite is part of Pipeliner CRM’s broader automation and integration strategy that is revolutionizing the speed and ease of integrating other systems with Pipeliner CRM.

Pipeliner – The Better CRM built by salespeople and used by salespeople.

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Pipeliner Partners With Daniel Strunk of DePaul University to Release Sales Strategy & Technology Online Course

Pipeliner Partners With Daniel Strunk of DePaul University to Release Sales Strategy & Technology Online Course

Pipeliner announced the release of an online learning course for customers that teaches how sales technology, selling methodologies, sales coaching and sales itself is going through a complete transformation. Developed in partnership with Daniel Strunk of DePaul University, who has developed and delivered the pre-eminent sales degree courses available in higher education today, this course helps Pipeliner customers to be more strategic and knowledgeable in how they leverage Pipeliner CRM and other technologies in support of their sales efforts.

The course covers:

  • Business Conditions Leading to the Adoption of Today’s Technology
  • Sales Models & Pipeliner CRM
  • Sales Process, Sales Force Automation and Coaching
  • Sales Roles, Forecasting, Pipeline Management, and Territory Alignment
  • Sales Operations and Technology
  • Sales Careers

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Daniel Strunk of DePaul University stated, “At DePaul, we are already preparing the next generation of sales professionals to optimize the use of technology as part of an overall sales strategy that includes sales methodologies, sales management, and coaching and other sales skills. Companies and existing sales professionals, however, have not had a chance to take a step back and learn how to adapt to a changing world. By working with Pipeliner to bring this course to their customers we are bridging that critical gap.”

Available online, on-demand the course has a one-time cost of $99 and is available in perpetuity including all future updates to the material.

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“At Pipeliner CRM, we continue to look for ways to help educate and empower our customers to be even more successful and this new offering is part of that commitment,” said Nikolaus Kimla, Founder & CEO of Pipeliner CRM. “Working with a professional educator such as Daniel Strunk allows us to deliver a learning experience to our customers like no other. By understanding how to use Pipeliner CRM strategically as a way of facilitating sales coaching, selling methodologies and all sales-related activities our customers are gaining a real competitive advantage.”

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Pipeliner Announces The Better CRM

Pipeliner Announces The Better CRM

Pipeliner announced that with its latest CRM release plus the innovations around Mobile and integration, the company has delivered on its promise of building The Better CRM. With a focus on Exceptional Engagement, Pipeliner provides customers with a superior experience whether using, administering or integrating the product or indeed working directly with the Pipeliner team itself.

Pipeliner: The Better CRM
Pipeliner: The Better CRM
Pipeliner CRM: Exceptional Engagement
Pipeliner CRM: Exceptional Engagement

The Better CRM is based on five key areas of exceptional value:

  1. Sales-friendly Interface which delivers user adoption rates never seen before plus rapid onboarding with minimal business interruption.
  2. Simple, Non-Tech Admin that through visual elements, drag ‘n drop and a highly intuitive admin interface makes administration a part-time task and removes the need for expensive, dedicated admins with unnecessary and expensive certifications
  3. Instant, Dynamic & Visualized Reporting that allows managers and indeed any user to instantly create reports ranging from the simple to the complex and from the table-based to the graphical. No other system provides such an advanced reporting engine out of the box.
  4. Automates & Integrates With Everything thanks to Pipeliner’s unique Automation Hub that enables organizations to integrate easily with their other core systems to create best-of-breed technology stacks and for more sophisticated organizations, to create automated workflows that pull from multiple data sources.
  5. Mobile App With Built-In AI provides salespeople with the most powerful, efficient and easy to use Mobile CRM and now with the addition of real Sales AI the mobile CRM App provides intelligent alerts, insights and suggestions to salespeople on the go.

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“After all the years we’ve spent creating Pipeliner, we took a hard look at what we could potentially do better than other companies in our space and focused exclusively on those areas. Unlike some of our competitors who tried to develop (or buy) every feature they could think of—in other words, try to be everything to everyone, we decided to focus on the features and functions that we knew were critical and that we excelled at, and then made each of them better and easier,” said Nikolaus Kimla, founder & CEO of Pipeliner CRM, who continued “It is not our expressed goal or strategy simply to “be the best.” rather the goal is to succeed, from our understanding, at what we can do best. However, as we do have a superior understanding of sales, we certainly believe we have the potential to be the best in our industry. This is why we proclaim Pipeliner to be “The Better CRM.”

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Pipeliner – The Better CRM built by salespeople and used by salespeople.

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Pipeliner CRM Mobile App Launched; AI-Based Platform Set to Disrupt CRM for Sales

Pipeliner CRM Mobile App Launched; AI-based Platform Set to Disrupt CRM for Sales

Pipeliner announced the release of the first ever Artificial Intelligence functionality for Mobile CRM. Powered by Pipeliner’s Voyager AI engine, the Pipeliner CRM Mobile App now provides instant intelligent updates, guidance and suggestions to the user helping them to stay on top of their sales while on the go. Leveraging Pipeliner’s renowned visualization approach, Voyager AI is brought to life with color-coded icons, graphics, and charts to ensure that the user can instantly observe, comprehend and take action such as the Hot Now! feature that highlights which opportunities the salesperson should focus on.

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Some of the key features of Voyager AI on Pipeliner CRM Mobile include being able to instantly compare performance over a chosen period of time in terms of Productivity, Velocity, Winning Percentage and Efficiency and this can be done for Leads, Opportunities, Account and Contacts. These metrics can be viewed at the individual or team level. In addition, there is a unique User Comparison Arena where individuals can be compared against each other, e.g. comparing a new salesperson with an existing top performer.

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“There has been much talk about the impact of Artificial Intelligence on sales and now with the release of Pipeliner’s Voyager AI on the our Mobile CRM App we are leading the way with bringing it to life to help salespeople and sales management be more efficient on their mobile devices,” said Nikolaus Kimla, founder and CEO of Pipelinersales, “No other CRM vendor has Artificial Intelligence on their mobile app and indeed no other vendor has a mobile app that is as advanced, visual, useful and efficient as Pipeliner CRM Mobile. We are proud to be leading the market in mobile CRM as well as real, tangible and impactful AI for sales.”

Voyager AI is now available as part of the Pipeliner CRM Mobile App for both IOS and Android and works in conjunction with Pipeliner CRM Cloud.

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First Ever Artificial Intelligence Functionality for Mobile CRM Launched

First Ever Artificial Intelligence Functionality for Mobile CRM Launched

Pipeliner announced the release of the first ever Artificial Intelligence functionality for Mobile CRM. Powered by Pipeliner’s Voyager AI engine, the Pipeliner CRM Mobile App now provides instant intelligent updates, guidance and suggestions to the user helping them to stay on top of their sales while on the go. Leveraging Pipeliner’s renowned visualization approach, Voyager AI is brought to life with color-coded icons, graphics, and charts to ensure that the user can instantly observe, comprehend and take action such as the Hot Now!feature that highlights which opportunities the salesperson should focus on.

Sales AI on Pipeliner Mobile CRM

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Some of the key features of Voyager AI on Pipeliner CRM Mobile include being able to instantly compare performance over a chosen period of time in terms of Productivity (e.g. amount of opportunities created), Velocity (e.g. speed of closing deals), Winning Percentage (e.g. deals won vs. lost) and Efficiency (e.g. amount of task and activities) and this can be done for Leads, Opportunities, Account and Contacts. These metrics can be viewed at the individual or team level. In addition, there is a unique User Comparison Arena where individuals can be compared against each other, e.g. comparing a new salesperson with an existing top performer.

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“There has been much talk about the impact of Artificial Intelligence on sales and now with the release of Pipeliner’s Voyager AI on the our Mobile CRM App we are leading the way with bringing it to life to help salespeople and sales management be more efficient on their mobile devices,” said Nikolaus Kimla, founder and CEO of Pipelinersales,“No other CRM vendor has Artificial Intelligence on their mobile app and indeed no other vendor has a mobile app that is as advanced, visual, useful and efficient as Pipeliner CRM Mobile. We are proud to be leading the market in mobile CRM as well as real, tangible and impactful AI for sales.”

Voyager AI is now available as part of the Pipeliner CRM Mobile App for both IOS and Android and works in conjunction with Pipeliner CRM Cloud.

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Pipeliner CRM & The Center for Sales Leadership at DePaul University Announce New Partnership

Pipeliner CRM & The Center for Sales Leadership at DePaul University Announce New Partnership

Pipeliner and the Center for Sales Leadership (CSL) at DePaul University announced a multi-year partnership to utilize Pipeliner’s CRM system as a fundamental component of the Center’s Sales Strategy & Technology course.

Students will use Pipeliner CRM as part of a sales case/simulation to become proficient in using technology to support their future professional sales efforts. Participation in this case/simulation  enables students to enter the workforce not only with process skills, but also the CRM skills necessary to become top salespeople in their future organizations. DePaul’s Center for Sales Leadership is the largest sales program in the United States.

Pipeliner CRM is now being used by DePaul Center for Sales Leadership

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“We are delighted to support the salesforce of the future with Pipeliner CRM,” said Nikolaus Kimla “These students will help bring technology center stage in the sales process which will lead to greater efficiency and productivity and ultimately greater sales success for both the individual and their organization.”

By using Pipeliner CRM as an integral part of their real-world hands-on sales development, students will be able to integrate technology into their daily work practice and become the vanguard of an increasingly technology-enabled sales profession.

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“The PCA Case/Simulation is an integral part of our Sales Strategy & Technology (SS&T) Course,” said Dan Strunk Managing Director of the CSL, and creator of the SS&T course. “This course was developed at the insistence of our business partners who needed sales talent with CRM skills. In this course students become familiar with a variety of sales force automation technologies. When students successfully complete this class, they are proficient in CRM and often become technology leaders within their new companies. We are very happy with our partnership with Pipeliner as we see the company’s clear commitment to sales space and the CRM system as a great opportunity to prepare our students for the real world,” said Strunk.

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Pipeliner Releases Automation Hub

Pipeliner Releases Automation Hub

Pipeliner announced the release of its game-changing Automation Hub. This revolutionary, new capability delivers levels of integration and efficiency never before seen and certainly never before available to most companies. The ease and cost-effectiveness of this new solution remove the need for costly IT resources, consultants and programmers and puts efficiency back into the hands of those working directly in the business.

The Pipeliner Automation Hub operates on a number of different levels from making data importing into Pipeliner CRM fast, accurate and seamless to making migrating data from other CRMs to Pipeliner so smooth a process that switching can be executed quickly with minimal business interruption. The Automation Hub also delivers native point-to-point integration with practically any other system right out of the box. All three of these capabilities represent a major step forward in enabling companies to overcome the issues, obstacles, resource intensive and costly integration issues associated with other systems.

Also Read: Pipeliner CRM Cloud Released

An even bigger breakthrough is the fourth capability that the Automation Hub delivers and that is the ability for Pipeliner CRM to act as the central hub for enabling different systems to work together and share data easily. Now those working in the business can define what pieces of data should flow, for instance, between the Marketing Automation System, Pipeliner CRM, the Customer Support Ticketing System, the Billing System, the Messaging System and so on – multiple pieces of data from multiple systems flowing at the right time to the right systems and the right people. Pipeliner calls these data mappings, Efficiency Flows because they bring a whole new level of efficiency to an organization and can be designed and defined by non-technical resources, those who work in the business every day and are most directly affected by the automation.

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“With the release of the Pipeliner Automation Hub, a whole new revolution in efficiency begins,” said Nikolaus Kimla, founder & CEO of Pipelinersales Inc. “Now if you can define the optimal flow of data for your business on a whiteboard, we can bring it alive through our Automation Hub without the overhead of expensive IT Resources, Programmers or Consultants. Real efficiency and productivity can now be achieved both cost-effectively and time-effectively.”

“This is the moment,” Kimla continued, “where the promise of best of breed solutions is finally delivered. Rather than settle for ‘All-In-One’ solutions that typically have wide gaps in quality and functionality between their component parts, you can now choose, for example, a best-of-breed Marketing Automation System, best-of-breed Billing system etc. to work seamlessly with Pipeliner CRM, the best-of-breed Sales CRM.”

The release of the Pipeliner Automation Hub (which follows closely on the recent release of the new Pipeliner CRM Cloud version and the new Pipeliner CRM Mobile App) continues to demonstrate Pipeliner’s marketing-leading innovation which is redefining the whole CRM industry.

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New Pipeliner CRM Mobile Released!

New Pipeliner CRM Mobile Released!

Pipeliner announced the release of the latest version of its unrivalled and market-leading Mobile CRM App. The new Mobile App, developed specifically for the new Cloud version of Pipeliner CRM, introduces even more visual elements such as new dashboards as well as functionality such as the ability to create and edit profiles (custom views) within the mobile App itself.

Pipeliner CRM Mobile: Opportunities Health Analysis Screen
Pipeliner CRM Mobile: Opportunities Health Analysis Screen
Pipeliner CRM Mobile: Opportunity Review Screen
Pipeliner CRM Mobile: Opportunity Review Screen

Salespeople are using mobile apps more extensively than ever before, often bypassing desktop apps – this is why Pipeliner has invested so much time and resources into developing a Mobile CRM App designed specifically for this audience. Today Pipeliner has the biggest and most highly-skilled Mobile CRM development team in the industry.

Also Read: Pipeliner CRM Cloud Released

The new dashboards include the ability to view Activity Performance in color-coded bar graphs as well as the ability to instantly do a visual health analysis of your pipeline opportunities. Combined with all the other dashboard KPIs, Pipeliner CRM Mobile now has the most comprehensive, visual and intuitive dashboards of any mobile CRM available today.

The profiles feature in Pipeliner allows the user multiple ways to visualize and instantly filter data so they can have the precise view they need. Now Pipeliner Mobile CRM users can edit or create new profiles in the mobile App and have these profiles available in the cloud version as well and vice versa.

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“The release of our new Mobile App for Pipeliner CRM Cloud continues to push us further ahead of other mobile CRM Apps on the market today,” said Nikolaus Kimla, founder and CEO of Pipelinersales. “We always have the reality of sales professional firmly in mind when we develop our products and we know that these busy sales professionals need to be able to instantly interpret the data on their mobile devices. This is why we make it visual, highly intuitive and dynamic so they are delivered actionable insights instantly!”

The new Pipeliner CRM Mobile App is available for both IOS and Android and works in conjunction with Pipeliner CRM Cloud.

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Pipeliner CRM Cloud Released

Pipeliner CRM Cloud Released

Pipeliner announced the release of a cloud version of its popular and unique visual CRM that has gained significant traction globally over the past number of years. Pipeliner CRM Cloud is the latest addition to a product line that already includes Pipeliner CRM Hybrid, an online/offline system as well as the market leading iOS and Android Mobile CRM Apps.

Pipeliner CRM Cloud's Voyager AI engine continually navigates and explores the data contained in the universe of customer and prospects captured within Pipeliner CRM.
Pipeliner CRM Cloud’s Voyager AI engine continually navigates and explores the data contained in the universe of customer and prospects captured within Pipeliner CRM.

With the release of the cloud version, Pipeliner CRM can now service the largest addressable market of any CRM given that it now has superior products for those who want a cloud-only CRM as well as those who require robust offline capabilities and those who need the most effective mobile CRM app available.

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“Many people have been asking us to release a cloud-only version of our hugely successful CRM and today we are delighted to release Pipeliner CRM Cloudto the market,” said Nikolaus Kimla, Founder & CEO of Pipelinersales. “Web technology has now evolved to where we can deliver the same supreme user experience in the cloud as we have in our hybrid version. In fact it provides us with the opportunity to enhance and innovate at an even more rapid rate.”

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Pipeliner CRM Cloud is available in three versions: Starter, Business & Enterprise and delivers a level of visualization and instant, dynamic insights unrivalled in the CRM space. This ensures a supreme user experience, short learning curve plus high and rapid adoption rates. Its unique administration backend means that non-technical users can easily configure the system, so no programmers, consultants or systems integrators and there is no need for an expensive, full-time administrator which saves companies money and minimizes risk.

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