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Pipeliner Customers: Why Should You Integrate Email in Pipeliner RIGHT NOW

Sales Pop!

Today integrating email within Pipeliner CRM is easier than ever. Most companies have moved their email to either Office 365 or to Google G-suite, and Pipeliner fully supports either of these options. You now have access, right from CRM, not only to your email but to your contacts, calendars and documents. Free features.

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Pipeliner Concepts—Common Lists

Sales Pop!

Next in our series on Pipeliner concepts, let’s explore Common Lists. The Pipeliner CRM Common Lists are another first for Pipeliner CRM, and no other vendor has anything like them. The Common Lists include elements relating to account hierarchy, sales roles, contact relations and account relations. Contacts Relations.

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Overall Pipeliner Data Security Management

Sales Pop!

Here are answers to specific questions many have about data security in Pipeliner CRM. In Pipeliner, data access can be limited based on numerous factors such as types of users, groups, permissions or data elements. Pipeliner employees do not have access to customer data, which is part of our GDPR compliance. Data Encryption.

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CRM Security—At Pipeliner, We’ve Got This

Sales Pop!

This is why we’re starting a new series of articles detailing why, when it comes to CRM, you need not have such worries with Pipeliner. For Pipeliner, we have chosen a very safe environment with Amazon Web Services (AWS). This activity is not even legal, as people would have to opt-in for us to contact them. Keeping Data Safe.

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How ZoomInfo Solves Recruiting Pain Points

For recruiters to build their pipeline and search for the next candidate, they need to ensure they have access to the most accurate data on the market. To begin getting these candidates in the right positions, it includes utilizing updated contact data and enhancing your outreach strategy for improved effectiveness.

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New! Powerful Pipeliner CRM Document Management

Sales Pop!

Introducing Pipeliner CRM’s new Document Management! Ours is, of course, embedded right within Pipeliner CRM , and like other Pipeliner features, is the most flexible and easy to use available. Like all other functions of Pipeliner CRM, our Document Management is extremely intuitive. Two Main Types. Using the System.

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New Email Security Feature in Pipeliner CRM

Sales Pop!

We have just released a new email permissions feature for Pipeliner CRM that will ease anyone’s mind about integrating email with CRM. With Pipeliner’s new Email Permissions feature, companies can now decide how they want email to be shared, within CRM, with others within the company. Public —visible to all other Pipeliner users.

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