• September 3, 2013

Pipeliner CRM Gets a Sales Upgrade

Pipelinersales has released a major update to its Pipeliner CRM software featuring a timeframe feature that enables users to enhance their sales methodology within Pipeliner and track the pipeline velocity. Also included are a host of integrations that bring together marketing and sales.

Exclusive to Pipeliner CRM is a graphic representation of the sales pipeline. This enables the individual salesperson, as well as management, to better determine sales forecasts and closing rates.

New functionality in Pipeliner CRM includes the following:

  • Timeframe: Tracks the number of days an opportunity stays within one sales step. Pipeliner informs via alerts about the opportunity that is outside of the timeframe set for a particular sales step. Pipeliner further enables filtering of all opportunities based on their age and gives an overview of the pipeline velocity.
  • Mass Update: Enables updating opportunities, leads, account and contacts at once.
  • Enhanced Pipeliner Office Add In: This is compatible with Microsoft Excel and Word files and enables mapping of Pipeliner fields to Word templates and saving this template to the sales pipeline.
  • Import2 Feature: Enables users to migrate current data from almost any CRM to Pipeliner.

Also new to Pipeliner are integrations with Google Drive, Dropbox, HubSpot, Constant Contact, MailChimp, VerticalResponse, ExactTarget, and Act-On.

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