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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. Sales Roles.

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New! Powerful Pipeliner CRM Document Management

Sales Pop!

Every company generally has endless documents associated with CRM—for opportunities, for particular sales process stages, and other uses. Unfortunately, these are often needed for vital sales opportunities. Introducing Pipeliner CRM’s new Document Management! There are many different types of documents as well. Two Main Types.

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A Manifesto

Iannarino

We reject the old and outdated sales approaches that are still being used by many sales organizations and their sales teams-as they are no longer effective in the third decade of the 21st Century. We reject the idea that more is the way to improve sales results.

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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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5 ways to integrate LinkedIn with your CRM for better sales-marketing collaboration

Martech

Linking your CRM with LinkedIn is a powerful way for sales and marketing teams to get more out of both platforms. Create a LinkedIn search URL field Add a LinkedIn search URL field in HubSpot so reps can find leads on LinkedIn with just one click — no Sales Navigator needed. It then adds the LinkedIn URL to the contact record.

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