Mix doesn't support your web browser. For a better experience, we recommend using another browser.
@lauramclane10
Laura Mclane
How to Create a New Account in Pipeliner CRM Web PortalWelcome to Pipeliner CRM Mobile Application Training! In this particular video content, you can collect all essential information on how to make a sales account in Pipeliner CRM Web Portal. There are many instances where controlling sales tasks and operations through offline means hampers the overall performance. With technology expansion, there are many cases where experts and professionals are looking for traditional CRMs. From the different CRM portals, Pipeliner CRM is one of the best options to manage your sales accounts and perform certain operations. In the ‘Accounts’ Section of Pipeliner CRM, you can primarily look for the different accounts. By clicking on the particular account, you can manage to do ‘Edits’ and ‘Adding new information.’ For creating the new account, you can click on the ‘Add New’ tab present on the upper left-hand side of Pipeliner CRM. After opening the Pipeliner CRM Accounts section by clicking of ‘Add New,’ you can add new information like. 1. Account Name 2. Account Type 3. Account Class 4. Account Industry 5. Number of sales unit 6. Postal Address and Contact information After filling all the necessary credentials about the sales and other prospects required in the account, you can save the particular account information. The best part of the Pipeliner CRM portal Account section is that you can edit any of the information you feel that needs to be changed accordingly. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Pipeliner CRM Webinar Example: A Perfect Way to Know Sales Operations Link: https://youtu.be/BhClmRh0YOQ 02. Connect with the Most Dynamic Center of Pipeliner CRM Based in Bratislava, Slovakia Link: https://youtu.be/fwKzzcQhilA 03. Know in Depth about Sales Management with Roy Osing Link: https://youtu.be/OTHEVvujtwg You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #Usermanagement #Newuser #relationshipmangement
1
Pipeliner CRM Webinar Example: A Perfect Way to Know Sales OperationsWelcome to Pipeliner CRM Mobile Application Training! In this particular video content, you can learn everything on what the core parts of Pipeliner CRM are and what their responsibilities. The video expert here in this tutorial provides a complete view box on how sales and IT professionals can be managed hassle-free with easy follow-ups. To closely understand the Pipeliner CRM with a webinar example, it’s first essential that you get to know about the toolbar present on the above of the module. This toolbar includes all things on creating a new (Leads or opportunity), Open, Archive, Print, Bulk Update, Import, and a new report. The central part of this toolbar is that it is used for the setting of targets that’s necessary to perform and manage sales tasks. Working throughout the Pipeliner CRM, you can go through a steadier sales process, where it is easy to accomplish tasks and other sales operations in a pipeline. On the right end side of the Pipeliner CRM, you can view your current sales pipeline, which is the core pipeline to hassle-free manage the sales process functioning. Also, in the existing sales pipeline, it is easy to view the values and opportunities in a systematic manner, which can be easily manageable. By popping on any of the opportunity in the current sales pipeline, you can be redirected to a person or company profile from where you can manage all the sales tasks and operations. In the downside of the Pipeliner CRM module, you can observe the quality subheaders like Accounts, Leads, Values, Opportunities, and Archive. Each of these sub-headers in the bottom of Pipeliner CRM has different functionalities to manage the sales tasks, most aptly. In the Archive tab, you can view all sales operations and manage them with the quality understandings. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Know in Depth about Sales Management with Roy Osing Link: https://youtu.be/OTHEVvujtwg 02. Management of Visual Group Opportunities with Pipeliner CRM Web Portal Link: https://youtu.be/o-a--Qgsx1U 03. Quick Session of Technology Sales Forecasting by Ago Cluytens! Link: https://youtu.be/IVGpu91CgYM You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #webinar #onlinebusiness #CRMModule
Know in Depth about Sales Management with Roy OsingWelcome to Pipeliner CRM Mobile Application Training! In this particular video content, you can get all your answers relating to sales management from Roy Osing. He is one of the Executive Speaker, Coach, and Author. He is known for his famous book BE DiFFERENT or Be Dead. Here in this video Roy Osing focuses on ‘Buyer and Seller’ Journey prospects and how it helps in the management of sales prospects in terms of values and opportunities. In his answering question related to sales, he discuss about how people are upto date in the management of leads and opportunities when they seek it values from market activities, leading to boosting of their morale. He further adds that it is all about to be turning into a market leader, so all hope of staying with sales turn’s success for them, but putting the right information of sales prospect in the right opportunity is the holy grail for sales success. In further discussion by Roy Osing, he takes the essential killer question, why should I buy from you? In his answer, it reflects the simplicity, care, and worthiness of complete information relating to the success of sales operation. Roy Osing, as an expert, also focused on that people should utilize the right information with the sales operation while using the services like values and opportunities in the best manner. Correctly handling these steps can surely provide you the best success in terms of sales management. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Management of Visual Group Opportunities with Pipeliner CRM Web Portal Link: https://youtu.be/o-a--Qgsx1U 02. Quick Session of Technology Sales Forecasting by Ago Cluytens! Link: https://youtu.be/IVGpu91CgYM 03. Increase your sales operation success with Pipeliner CRM's Visual Relationship Mapping! Link: https://youtu.be/LvZgE7U7Sus You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #salesmangement #salequestions #salesprocess
Quick Session of Technology Sales Forecasting by Ago Cluytens!Quick Session of Technology Sales Forecasting by Ago Cluytens! Welcome to Pipeliner CRM Mobile Application Training! In the following video, we are going to discuss about Ago Cluyten's viewpoint on technology-based sales forecasting. We will also learn about the different benefits of sales forecasting and how they are benefiting the customer way of thinking for critical business hand-lings. In the busy world of trending technology, there are many sales operations which are usually relied on the decision-based forecasting with better solutions. Ago Cluytens (Director of EMEA RAIN Group) here explains about what is the better way to incorporate sales prediction in different sales task management. He teaches and gives an example of a well-known firm that estimated that around 54% of sales opportunities in terms of forecasting never close. The primary reasons for it stand out to be the people's lack of awareness in handling critical task operations. Different purpose than that Mr. Ago Cluytens make out here is the underestimation of the essential sales presence. Why should one look for better forecast technology for your sales task management? • You will make better decisions The more accurate forecast means a better view of sales tasks by better technology use. • It’s better for your sales force In many of the recent studies, it has been seen that for the comprehensive management of sales tasks, one should invest approx. 150 minutes in a day. Some experts say that it is enough for the day! • Technology-based Sales Forecast With the emergence of smart devices and services, one can get to pace up their sales operation work so that it becomes easy for the people to manage the sales prospect by technology-based solutions. • Enable you to run sales simulations Many of the sales professionals suggest of using traditional CRM software to get into the inner working of the technology-based sales forecasting that help you get to know about the better sales prospects. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. How Fit Are your Opportunities | Pipeliner CRM Web Portal Link: https://youtu.be/WbkqxsWFm_8 02. Easy Management of Sales Tracking & IT Prospects with Pipeliner CRM Web Portal! Link: https://youtu.be/Su0xXNhB2Ew 03. Hassle-free Make all your Payments with Pipeliner CRM Web Portal Link: https://youtu.be/VNxtbEWFkg4 You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #salesforecasting #technologyimportance #salesprocess
Increase your sales operation success with Pipeliner CRM's Visual Relationship Mapping!Welcome to Pipeliner CRM Mobile Application Training! In the following video, we are going to unveil all secrets of how to manage IT and sales task flow with Pipeliner CRM's Unique Visual Relationship Mapping Feature. In the digital world, selling has become more complex than ever, with so many different people influencing the buying process and not all of them from inside the buying company! It is why Pipeliner CRM is unique in providing a way of visually mapping all the critical relationships. The first step that matters in managing the selling prospects is to look after the account hierarchy. In this part, sales professionals can handle the sales operation accounts and readily add or close the operational task. The hierarchy also gives you a glimpse of the visual appeal of the people connected in Pipeliner CRM's Unique Visual Relationship. Also, one can manage the hierarchy of the workflow in a different direction of the reporting through this seamless sales management software. The account hierarchy part also explains how you can connect with other people's accounts with easy management of leads, contacts, opportunities, and accounts. The Pipeliner CRM's Unique Visual Relationship feature also explains about the core module to connect with each of the high officials by a step by step process that can help you get the perfect learning of account management. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Easy Management of Sales Tracking & IT Prospects with Pipeliner CRM Web Portal! Link: https://youtu.be/Su0xXNhB2Ew 02. Gain All Insights from Comparing KPIs to Previous Records with Pipeliner CRM! Link: https://youtu.be/AE0lTpTRwx8 03. Pipeliner CRM's Revolutionary Non-Technical Administration Module Link: https://youtu.be/qK093kfkwCM You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #mapping #visualrelationship #salesoperation
How Fit Are your Opportunities | Pipeliner CRM Web PortalWelcome to Pipeliner CRM Mobile Application Training! In this video, you will be able to get all a glimpse of how you fit new opportunities fitness label through Pipeliner CRM Web Portal. It’s all about how to manage the different sales operations and tasks in various formats (ListView, Compact View, and others). As the sales operations handling is becoming critical with passing the time, we as Pipeliner CRM came up with efficient software to keep a 360-eye on the task performed. In this video, you can learn all about on how to look after the opportunities through a fitness label snap and fit it in the Pipeliner CRM module. The whole process of fitting the opportunities in the Pipeliner CRM web portal passes through 3 core stages. All these stage performance happens in opportunities tab of Pipeliner CRM Web Portal. • It checks if the closing date is on time • And if you have activities scheduled • And whether any are overdue To understand it completely, you have to go through the opportunities tab. On the right side of the tab, you will find the power panel (Private Sector), to turn the opportunities as mentioned. After clicking on the fitness, present in the Private sector tab, you have all access to view your sales and IT operation in the desired view. This commonly includes- Pipeliner View, Bubble Chart View, Compact View, and List view. Each view has its specifications and after clicking on the fitness label sub-tab, present in the private sector tab, you can have the view of sales opportunities. By working in each of the Views, you can have a proper alignment of the reports, data and other formalities hassle-free. Thanks for joining us! Watch the entire video to get an exact idea of the whole process. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Gain All Insights from Comparing KPIs to Previous Records with Pipeliner CRM! Link: https://youtu.be/AE0lTpTRwx8 02. Hassle-Free Manage your IT and Sales Operation in Pipeliner CRM Web Portal Online! Link: https://youtu.be/FSsh3-9otuM 03. Message from Vice President of Pipeliner CRM Sales Team on Benefits of Accounts Link: https://youtu.be/udPwxYFRcsI You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #salesoperations #webportal #salesoperations
Easy Management of Sales Tracking & IT Prospects with Pipeliner CRM Web Portal!Welcome to Pipeliner CRM Mobile Application Training! In this particular video content, we are going to discuss all how one can easily manage the sales tracking with follow up of the daily activities in Pipeliner CRM Web Portal! When you are in a more prominent firm, there are undoubtedly many questions relating to how you keep the tack of your sales team? What prospects are necessary for sales management to be taken care of? There are many such questions to which you cannot get access. For getting answers to all such tedious questions of sales tracking in the form of activities, we bring to you the Pipeliner CRM module. We as a better prospect over traditional CRM can answer the people’s query like “We have limited visibility on sales interactions and follow-ups. Dialogue is lost, and account managers are having trouble seeing commitments made to customer, notes, and things discussed during last contact.” “We need to track contacts as well as contracts, quotes, and bids that are used by everyone.” To answer all such people's queries, we came up with all solutions to keep the management of sales tasks and to track at one place so that people can take better advantage of it. The best part of our Sales tracking in the Pipeliner CRM part help people get into the core on how to manage the Accounts, Tasks, Meetings, and Calls. These steps overall help your organizations to be recalled as a BETTER PLACE. This is what PipelinerCRM users have to say about our sales tracking program. ‘I used to use excel to keep track of where I was with my customers on the sales process, which became very time-consuming. Pipeliner cuts out a ton of time each day.’ ‘Pipeliner works offline or online like a charm. I really like the main idea behind this product-in essence, it’s a desktop app that synchronizes your changes over the cloud to all your devices.’ In this video, you can also get to known about the easy management of activities and accounts so that you can access the other information without any restrictions with all precautions. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Technology In Sales Higher Education Council Inaugural Meeting April 2019 Link: https://youtu.be/jh5VymWa-Js 02. Opportunities Comparison Mobile App Link: https://youtu.be/WQKhNKxNx9A 03. Dashboard Pipeline Overview Mobile App Link: https://youtu.be/A0gSZNqkqAU You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #salestracking #easymangement #dailyactivities
Gain All Insights from Comparing KPIs to Previous Records with Pipeliner CRM!Welcome to Pipeliner CRM Mobile Application Training! In this particular video content, we are going to pay heed to how one can manage while comparing any numeric field to the previous period (data) with Pipeliner CRM Web Portal. From the different traditional CRM portals, many people have shown an active interest in the Pipeliner CRM web Interface. In this web portal, now it is easy to go along with comparing any numeric fields to previous data, also including the areas you create yourself. It’s an excellent way to judge between result comparison and target comparison to having a close look at the data changes in the form of percentage flow! Making both the comparison helps you prepare on what target you can work on to get it from ‘Lost’ to ‘Won.’ To get to know about the sales & IT process flow, go to the Pipeliner CRM web Portal gear button and click on the ‘Target’ tab. The most promising thing about the use of the target difference helps you seek all information about Target Value Evaluation with core opportunities evaluation of the overall process with results. When you scroll down the Target Value Evaluation, you get a drop box showing-Opportunity Value, Only Count, Calculated Validation, Commission, Margin Value. Let’s learn about Opportunity Value. In Opportunity Value Drop down, you can access the ‘Only Count’ sub-tab, where you can see which of the opportunities are ‘Won’ or ‘Lost.’ Also, one can get access to weighted and unweighted leads. While scrolling the ‘weighted’ target tab, you can have a look at the (Ranked, Balanced, Unweighted, and Real Target). In all the four options, you can get to know the performance of the IT and Sales professionals in terms of percentage. By switching the tabs from ‘Opportunities Value’ to ‘Only Count,’ you can have access to the difference of the opportunities that you lack as per result comparison and target comparison all in all. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Connect Trained Sales Professionals with Pipeliner CRM Navigation Link: https://youtu.be/DThSq0ZQWEc 02. CRM Cloud For Instant Visualization of Pipeliner Process and Activities! Link: https://youtu.be/kyD8jIRmtvk 03. Connect Seamlessly with Pipeliners CRM Gmail Plugin Link: https://youtu.be/UQzirXJo6O0 You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #opportunitiesvalue #dropbox #salesprocess
Hassle-Free Manage your IT and Sales Operation in Pipeliner CRM Web Portal Online!Welcome to Pipeliner CRM Mobile Application Training! In this video content, you can seek all critical information relating to how to manage Activities Tab of Pipeliner CRM Web Portal. Today, many traditional CRM portals are being used by a lot of individuals. Many of these individuals are unable to get through the side effects of traditional CRM software resulting in a waste of time. Understanding the critical concerns of sales and IT professionals, we developed smoothing software ‘Pipeliner CRM Web Portal’, where it is always easy to manage the different sales operations. In the current video, we are going to explain everything about how you can achieve ‘Activities’ in Pipeliner CRM Web Portal. The best way of operating this web portal is that you can manage different IT and sales tasks in Leeds, opportunities, and Accounts section. If you are looking to have a close eye on the daily work operations as per day, week, or month-then it is easy to go with operating our Pipeliner CRM Web Portal. When you tab on the Activities menu, you can go to the upper right-hand side of the software to view the different tasks in Calendar, Task Board, or ListView. In the calendar view, one can have a look at the activities in the different formats of day, weeks, or months and can manage the task accordingly. In the Task Board View, one can have the different subsections like- Non-Started, In Progress, Waiting, Completed, and Deferred. With our software, you can hassle-free swap the tasks accordingly. In the List View, you can have a look at the different sales tasks in the standard format. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Connect Trained Sales Professionals with Pipeliner CRM Navigation Link: https://youtu.be/DThSq0ZQWEc 02. Save contacts in Gmail Hassle-Free with Pipeliner CRM Application Link: https://youtu.be/IV8JyvHmwsU 03. Connect Seamlessly with Pipeliners CRM Gmail Plugin Link: https://youtu.be/UQzirXJo6O0 You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #salesoperation #mangesales #salesprocess
Hassle-free Make all your Payments with Pipeliner CRM Web PortalWelcome to Pipeliner CRM Mobile Application Training! In this particular video content, we are going to unveil all the hidden cards of how one can make a seamless payment for different IT and sales operations in the Pipeliner CRM Web Portal. As the management of sales tasks and IT operation through online means is getting critical & critical day by day, there is a need for a seamless CRM portal to manage all your IT operations in one place. Understanding the concerns of IT and sales professionals, Pipeliner CRM came up with a modern CRM from where one can easily manage IT operations with Global connectivity to seek other employee information too. In this particular video, let’s understand how to make a seamless payment online in Pipeliner CRM Web Portal. As a professional, one needs to first go to a particular browser (Google Chrome, Mozilla Firefox, others as per his or her choice). Click on the browser and type workspace.pipelinersales.com. On typing this on the browser search bar, you will be redirected to the payment page of the Pipeliner CRM Web Portal. On the following page, you have to enter your critical information in the boxes of ‘Email’ and ‘Password.’ On filling the correct information and clicking on ‘Sign in,’ you will be redirected to the payment page of your name ‘Dashboard.’ On the left-hand side of your Dashboard page, you can click on ‘Subscriptions’ Box. On clicking on the subscription, you will be redirected to a new page of ‘Subscription.’ In the subscription page, on the extreme left, you can click on ‘Orders.’ On clicking orders, you will be directed to a new page. On this page, you can view all your pending and paid payments. For any undue payments, you can click on the page of the payment and do the necessary things to pay the required money. Just be careful while selecting the option of payments. I hope you have enjoyed the following video. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. CRM Cloud For Instant Visualization of Pipeliner Process and Activities! Link: https://youtu.be/kyD8jIRmtvk 02. Manage your sales task hassle-free with Best CRM MS Outlook Plugin Link: https://youtu.be/Slj48Ak68ec 03. How to Create a New Report in CRM Mobile Application Link: https://youtu.be/aGtiOCK4U9w You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #webportal #payments #saleactivities
Message from Vice President of Pipeliner CRM Sales Team on Benefits of AccountsWelcome to Pipeliner CRM Mobile Application Training! In this particular video content, we are going to discuss what the Vice President of Pipeliner CRM has to say on the Advantage of Accounts and Contact Cards. In the changing landscape of digital technologies, there is a boom of getting your online task completed from minutes to seconds. In handing the sales task online, there are many different traditional CRM module to get your tedious looking task get done. But is it possible? No! For answering your questions on NO, we came up with the Pipeliner CRM web portal. In this portal, it is easy for the IT & salespeople to align their work in the best formats. In this particular video, Richard (Vice President of Pipeliners CRM Sales Team) explains the Account creation on the Pipeliner CRM web portal. The Vice President also tells about how this online module can be worthy of keeping an eye on your account and other accounts with access to the needful information. Mr. Vice President also explains how IT & sales individuals can seek the benefits of ‘Account’ Tab in the Pipeliner CRM module to manage the sales operation hassle-free. Richard (Mr. Vice Presidents of Pipeliner CRM sales team) thanked his team for the constant support and putting the possibility button on the management of sales tasks online! About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Connect Trained Sales Professionals with Pipeliner CRM Navigation Link: https://youtu.be/DThSq0ZQWEc 02. CRM Cloud For Instant Visualization of Pipeliner Process and Activities! Link: https://youtu.be/kyD8jIRmtvk 03. How to Create a New Report in CRM Mobile Application Link: https://youtu.be/aGtiOCK4U9w You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #contactcards #newideas #salesprocess
Learn How to Create a New Opportunity in Pipeliner CRM Web PortalWelcome to Pipeliner CRM Mobile Application Training! In this video content, we are going to brief audiences about how one can create a new opportunity with the opportunity tab in Pipeliner CRM Web Portal. It happens many times that many of the sales professionals are not able to manage their tasks with the required matrix through different CRM portals. Understanding the core requirements of sales professionals, we at Pipeliner CRM came up with a new web portal to hassle-free manage the various sales operations. In the current video, we are going to discuss how you can manage on ‘creating a new opportunity’ in the Opportunity tab with Pipeliner CRM Web Portal. In the following software, when you click on the opportunity tab, you will be redirected to a page of creating the opportunity. In the following opportunity page, you as a professional need to enter the information like- Name of Client, Opportunity Value, Opportunity closing date, Sales unit, Opportunity Ranking. The next details are very crucial to fill in the following page. Below the opportunity ranking, you need to click on Account and Contact. By clicking Account and Contact, you will be redirected to Primary Account Name (Select the company from the dropdown menu). Below this, you can add the contact name and description of the sales professionals. Here is all in this video! Thanks for Watching. Stay connected to Pipeliner CRM for more informative videos. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. How to Create a New Report in CRM Mobile Application Link: https://youtu.be/aGtiOCK4U9w 02. Learn Power Panel Basics of CRM Mobile Application Link: https://youtu.be/L0q2EmyREo0 03. Create a Bubble Chart with Multiple Series of Data Link: https://youtu.be/AATfLwZsL0Q You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #newopportunity #newideas #webportal
Connect Trained Sales Professionals with Pipeliner CRM NavigationWelcome to Pipeliner CRM Mobile Application Training! In this particular video, we are going to learn about navigating through the Pipeliner CRM. Are you frustrated about using traditional CRM? If yes, then it is the time for a change! Switch over to Pipeliner CRM. With Pipeliner CRM software by your side, you are free to connect with the sales professionals and get into the process of easy task management. The task management process of the sales professionals can be connected online by using the Pipeliner CRM navigation menu button. In this navigation software, you have different options like leads, opportunities, Accounts, contacts-so that you don’t face any issue connecting with the sales professional work analogies. In the upper section of the navigation menus, you will find the different buttons like synchronization, search portal, opportunities & lead button, and profile section (manage your profile with different options). In the middle part of the navigation portal- It is all about to control the units, leads, and opportunities. The main pointers that sales professionals need to come up with initial managing contact, demonstrate value proposition, and proposal management. Also, you can have access to the creation of the new profile (control of the lead and opportunity), where you have the sub-options like Bulk, import, and management of new reports. The whole system of functioning in the navigation of Pipeliner CRM is related to leads, accounts, and contact management. The outstanding part of this navigation portal is that you drop-down box from where once can easily keep monitoring the options sales performance, where you get the brief information of the different units. By watching this video, we can say that with the proper management of the Pipeliner CRM navigation portal, it is easy for the different business sales professionals to keep interacting with others through emails, gateways, and other options. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Connect Seamlessly with Pipeliners CRM Gmail Plugin Link: https://youtu.be/UQzirXJo6O0 02. Business Card Scanner for Pipeliner CRM Mobile Application Link: https://youtu.be/f7vobh1w9k0 03. Pipeliner CRM Mobile Application! Link: https://youtu.be/xW3c3nKjpHo You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #taskmanagement #salesperformance #contactmanagement
1
Save contacts in Gmail Hassle-Free with Pipeliner CRM ApplicationWelcome to Pipeliner CRM Mobile Application Training! In this particular video, we are going to talk about how one can make a sales account in Pipeliner CRM Contacts Folder with Google Contacts help. In day to day business operations, the need for sales individuals is rising as they are aware of performing their work in the best possible way. The best use of salespeople is seen while they are working on Gmail Plugins so that it is easy to manage bounteous tasks. Understanding the concern of salespeople in online task management with Gmail Plugin, we at Pipelines CRM worked on the same aspect and came up with Pipeliner CRM Contacts Folder in Google Contacts. This particular software helps salespeople and other professionals to create and manage the contacts in Pipeliner CRM Contacts Folder in Google Contacts. Here you can save critical information like yours and your co-employee address, work, birthday, and URL. The best option for this software is that you can include a special note and view all the work history of the co-employee whenever you require it! That was all in this video. Thanks for watching, and please subscribe to our portal to stay connected for other useful videos. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. How to Create a New Report in CRM Mobile Application Link: https://youtu.be/aGtiOCK4U9w 02. How to Recover a Lose Opportunity in CRM Mobile Application Link: https://youtu.be/TW8b3ngGOgA 03. How to Create a New Activity in Mobile Application! Link: https://youtu.be/ZuYb9D6xEPs You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #contacts #googlecontacts #salesprocess
1
Manage your sales task hassle-free with Best CRM MS Outlook PluginWelcome to Pipeliner CRM Mobile Application Training! Here in this particular video, we are discussing in brief about the Pipeliners CRM- MS Outlook Plugin. As the connectivity of the computer system increases so are the people, especially sales ones. Today, they are the ones that rely heavily on the email system plugin to connect. Understanding the core competencies of the salespeople, we at Pipeliners CRM came up with the Best CRM MS Outlook Plugin. Using this CRM MS Outlook Plugin, salespeople can easily manage their tasks with the use of the different operations to easily manage and coordinate the task from person to person. While working on the particular tasks in MS Outlook Plugin, individuals can easily manage the task with top functionalities like checking the overview prospects. Moreover, the best CRM MS Outlook Plugin offers options in the segmenting on the section like-Creating opportunities, Create Lead, Create Account, Create Contact, and Create Activity management seamlessly than ever before. It is how Pipeliners CRM delivers the best of both worlds like the use of the Gmail Plugin and managing the task on the same. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Business Card Scanner for Pipeliner CRM Mobile Application Link: https://youtu.be/f7vobh1w9k0 02. Learn Power Panel Basics of CRM Mobile Application Link: https://youtu.be/L0q2EmyREo0 03. Create a Bubble Chart with Multiple Series of Data Link: https://youtu.be/AATfLwZsL0Q You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #Microsoftoutlook #outlookintegration #outlookplugin
1
Connect Seamlessly with Pipeliners CRM Gmail PluginWelcome to Pipeliner CRM Mobile Application Training! It is a fact that many salespeople are looking for the best recommended Gmail Plugin to get connected with their clients in real-time. Understanding the concern of the salespeople, we at Pipelines CRM worked on the same aspect and came up with Best Email AdSense Gmail Plugin. From our developed Pipeliners CRM, it is easy to create the task programs so that multiple users connected in the Pipeliners CRM Gmail Plugin and can access the information securely and safely with Gmail policy assurance. Understanding the customers' worry lines in creating the task management using plugins, Pipeliner CRM Gmail offers options of creating opportunities, Create Lead, Create Account, Create Contact, and Create Activity management seamlessly than ever before. With the use of the Pipeliners CRM Gmail Plugin, one can also set a reminder, so that you can warmly manage the task with the other persons connected in the Gmail Plugins. The best use of our Pipeliners CRM Gmail Plugin is that you can manage the job at the ground level without switching the ports in the computer system you are working on! Finally, I can say that now you can seamlessly work in Gmail and still leverage all the benefits of Pipeliner CRM without having to switch back and forth between systems! About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01.How to Create a New Activity in Mobile Application! Link: https://youtu.be/ZuYb9D6xEPs 02. Create a Bubble Chart with Multiple Series of Data Link: https://youtu.be/AATfLwZsL0Q 03. Pipeliner CRM Mobile Application! Link: https://youtu.be/xW3c3nKjpHo You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #customgmail #managetasks #gmailplugin
1
How to Create a New Report in CRM Mobile ApplicationWelcome to Pipeliner CRM Mobile Application Training! Let’s create a new report from the reports menu. Click on create a new report, name your report, decide which type of entity this report is all about and click on save. That’s all there is to it. All of these benefits combine to make pipeliner, the better CRM. Make it easy to manage the different tasks of your sales team using the amazing features of the Pipeliner CRM Mobile Application.Remember people use what they like and our users love Pipeliner CRM! Watch the entire video to get an exact idea of the whole process. Thanks for joining us! About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Welcome to Pipeliner CRM Mobile Application Training! Let’s create a new report from the reports menu. Click on create a new report, name your report, decide which type of entity this report is all about and click on save. That’s all there is to it. All of these benefits combine to make pipeliner, the better CRM. Make it easy to manage the different tasks of your sales team using the amazing features of the Pipeliner CRM Mobile Application.Remember people use what they like and our users love Pipeliner CRM! Watch the entire video to get an exact idea of the whole process. Thanks for joining us! About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Contacts View the Pipeliner CRM Mobile Application ! Link: https://youtu.be/rpdy1UsVPFo 02. Lead View of the Pipeliner CRM Mobile Application Link: https://youtu.be/45GHIIn1XEs 03. Know All the Details Related To Leads in Pipeliner CRM Application Link: https://youtu.be/WOzqWEoTvEY You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #salesstrategy #salestechnology #salesprocess Link: https://youtu.be/jh5VymWa-Js 02. Opportunities Comparison Mobile App Link: https://youtu.be/WQKhNKxNx9A 03. Dashboard Pipeline Overview Mobile App Link: https://youtu.be/A0gSZNqkqAU You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #newreport #mobileapplication #salesprocess
1
Business Card Scanner for Pipeliner CRM Mobile ApplicationWelcome to Pipeliner CRM Mobile Application Training! Let’s add a new contact in the pipeliner by utilizing the business card scanner. From the ‘contacts’ menu; click on the plus sign. At this point, select the business card scanner. You will only have this option if the business card scanner was part of your contact with the pipeliner. Line up your business card within the lines as shown in the video. Take a picture of your business card. If you think it is a pretty good picture, go ahead and click on confirm. The pipeline will take the contact information from the business card and add it to your Pipeliner. You will notice it bounds the title. Click on save once you make the necessary modification in all the fields according to your requirements. Remember people use what they like and our users love Pipeliner CRM! Watch the entire video to get an exact idea of the whole process. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01.Technology In Sales Higher Education Council Inaugural Meeting April 2019 Link: https://youtu.be/jh5VymWa-Js 02. Opportunities Comparison Mobile App Link: https://youtu.be/WQKhNKxNx9A 03. Dashboard Pipeline Overview Mobile App Link: https://youtu.be/A0gSZNqkqAU You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #cardscanner #businesscard #mobileapplication
1
How to Recover a Lose Opportunity in CRM Mobile ApplicationWelcome to Pipeliner CRM Mobile Application Training! Archiving is the step that you will take when you lose a lead or opportunity. Mouse over or click on your opportunity or lead and use the archive tool. Decide why you lost this deal and then click on lost on the archive. As a result, the deal has left the opportunity pipeline and is now in the archive pipeline or the archive menu from the bottom of your screen. If this deal comes back to you, you can reactivate it with the green button On the other hand, if you are the owner of this and you have the access ability to delete this deal. You will notice that there is now a delete tool on the top of the screen. One of the most popular features for salespeople on the go is to use the highly interactive and entertaining dashboard to review their book of business and see key metrics and comparisons. Pipeliner CRM Mobile is the only mobile CRM app on the market with built-in artificial intelligence. Watch the entire video to get an exact idea of the whole process. Thanks for joining us! About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01.Create a Bubble Chart with Multiple Series of Data Link: https://youtu.be/AATfLwZsL0Q 02.Lead View of the Pipeliner CRM Mobile Application Link: https://youtu.be/45GHIIn1XEs 03.Why to Use Pipeliner CRM Link: https://youtu.be/NyoOPRVr4lQ You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #archieved #loselead #recoveropportunity
1
What Makes Pipeliner CRM Different!Traditional CRM alienated salespeople because those systems were not engaging and never built with the salespeople in mind. Pipeliner, on the other hand, understands that salespeople are visual by nature and the brain processes images 60000 times faster than text. That is why we developed a visual CRM that people enjoy using which drives exceptional engagement rates. Because different users consume data differently, we provide multiple ways of viewing data, for example, you can take the look at the compact view in accounts. Here, you immediately see important account information layout in the center and all the activities and messages related to it on the right. But we also view a visual map view and in pipeliner, you always dive deeper to learn more about any item such as in this case, an account then you can immediately see the associated information like leads, opportunities, and related accounts. You can see who is connected to this account and even creating ORG charts to better understand the company landscape and we don’t stop there. You can even have a relationship graph to be able to see partners and other important relationships plus all the related activities are easy to access. Here we provide multiple ways of viewing pipeline data; the first view is the pipeline view and even that can be instantly changed to display the data in different ways. You can add even more elements to the view. Remember people use what they like and our users love Pipeliner CRM! Watch the entire video to get an exact idea of the whole process. Thanks for joining us! About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Dashboard Top Opportunities Mobile App Link: https://youtu.be/X7H_uzuxAmQ 02. New Navigator on Mobile App Link: https://youtu.be/G90mIs3Ipd8 03. Dashboard Pipeline Overview menu | Mobile Application Link: https://youtu.be/A0gSZNqkqAU You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #salesstrategy #salestechnology #salesprocess
1
Turning Fans into Customers and Customers into Fans | David Meerman ScottWelcome to another expert insight interview of SalePOP! Today in this video, we are interviewing David Meerman Scott who is an American online marketing strategist and author of several books on marketing, including The New Rules of Marketing and PR. David has a truly global mindset born from ten years working in countries outside of the U.S. and as an international speaker in over 40 countries and on all seven continents. His marketing expertise is backed by real-world experience building businesses, running marketing and sales teams, and advising highly successful companies. Here we will be talking about the following queries: • These days, communication has become very superficial. So how do you know if you are communicating with the body? • Nowadays, people want to be treated as humans and want to have more connections. So what are David’s views regarding this concept? • How does a company rise above all of the superficial noise and be able to project enough authenticity that people want to connect with that company in a way and they want to connect with their favorite sports game or anything else? The key is creating what they call a "fanocracy" - an organization that puts the needs and wishes of fans ahead of every other priority. It can be scary, at first, to focus on intangibles like community, generosity, and fun, rather than squeezing every penny from each interaction. About SalesPOP!: It is a modern digital magazine, aimed at empowering sales leaders, sales management, sales professionals and entrepreneurs to achieve success. As a multi-media platform, we bring you to live sales expert interviews with top professionals giving you pro tips on how to be more successful in sales. View our online magazine for more written content, video, slideshares and infographics, e-publications and even free tools. If you like watching this video, don’t forget to hit the LIKE button. To get more detailed knowledge on sales management and planning, subscribe to our channel and share this video with your friends and loved ones. Share your views or any query in the comment section below! Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. How to Write Better Business Proposals with Adam Hempenstall Link: https://youtu.be/6HpYguDDWyQ 02. Build Stronger Relationships and Empowering Sales Leaders | Dr. Paul Corona Link: https://youtu.be/DyCWlNP1y_s 03. Creating Distinction with Scott McKain Link: https://youtu.be/7_ihdtfPS3A Find more sales pro advice by connecting with us: Website: https://salespop.net Sales Professional Interviews: https://salespop.net/media/sales-expert-insights-series/ Sales Chats: https://salespop.net/media/saleschats/ Facebook: https://www.facebook.com/RealSalesPOP Twitter: https://twitter.com/realsalespop LinkedIn: https://www.linkedin.com/showcase/sales-pop/ #brandawareness #fanbase #brandstrategy
1
How to Setup Individual or Group Goals in CRM Mobile ApplicationWelcome to Pipeliner CRM Mobile Application Training! Setting individual or group goals is easy. Go down to the navigator menu, you will notice that the unweighted target is set but we can change that too. Go to the double gears in the upper right and let’s say if you wanted to set a quota for an individual. Filter for that particular person and then go to the target tab. In a target tab, decide what period of time that quota must be met. For instant, if you choose the current month, click on save and it’s done. Then you can see that individual is set with their unweighted target and there are 110% towards meeting that goal. Thanks for joining us! Go through the whole video to get an exact idea. If you want a more in-depth explanation, go and schedule time with our consultants. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Create a New Contact in the Pipeliner CRM Mobile App! Link: https://youtu.be/onTpVoVc_TA 02. Create New Contact from current location | CRM Mobile Application Link: https://youtu.be/xD_RrxqAmkU 03. Presentation on doubts and queries of Pipeliner CRM! Link: https://youtu.be/MuO5z_NCwo4 You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #mobileapplication #groupgoals #navigator
1
Know All the Details Related To Leads in Pipeliner CRM ApplicationWelcome to Pipeliner CRM Mobile Application Training! Let’s begin where most of the sales start and that is with the lead. In the lead view, you have three main areas; there is the list of your leads in the left; in the middle, you have a compact view with all the details such as time in the queue associated with accounts and contacts and more. The third penal on the right shows messages related to the lead plus you can add activities, documents, and notes. At the top left of the screen, you can see buttons for creating a new lead, assigning ownership, exporting, creating reports and achieving. In the accounts view, you will immediately notice that the navigation is the same as for leads. You will find the account list on the left, account details in the middle, messages on the right plus buttons to create activities, new leads, new opportunities, new contacts and more. In the contacts view, you will see the same uniform layout and navigation as accounts and leads. Coming to opportunities, which is where your active sales opportunities live. In the video, you can see the pipeline view with your sales process; laid out from left to right. You can easily customize this also and you can create more than one pipeline or process easily. You can also move opportunities from stage to stage using 'drag and drop option'. In the last stage, you can see all the important targets where you can set and track your revenue goal for a particular period. Learn more about the COG icon by going through the video. There are multiple ways for viewing your opportunities; there is a bubble chart view, compact view, even list view. Navigator keeps you focused and is one of the places where AI engine Voyager provides you with intelligent insights and alerts. You can see your target on top that shows how you are performing. Thanks for joining us! Go through the whole video to get an exact idea. If you want a more in-depth explanation, go and schedule time with our consultants. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Various Pipeline Views Available In The Pipeliner CRM Mobile Application! Link: https://youtu.be/aM_XSEF7nUI 02. How To Set Up A Simple Profile In Pipeliner CRM Mobile Application! Link: https://youtu.be/D0zu3QojKXc 03. How to Control CRM Mobile App With Your Voice Link: https://youtu.be/F84znoGArrA You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #salesstrategy #mobileapplication #leads
1
The Benefits of Using Pipeliner CRMWelcome to Pipeliner; The better CRM! This video is all about discussing and understanding different pros of Pipeliner CRM. Our unique approach to CRM drives exceptional engagement with the product from the sales people, sales managers and every type of user. Rapid adoption delivers a faster return on investment to you and our transparent inclusive pricing gives you a lower total cost of ownership. Customers love our sales friendly interface where everything is visualized plus the simple non-technical admin with its visual drag-and-drop interface eliminates the need for dedicated expensive full-tome admins. Pipeliners’ dynamic reporting engine allows you to generate reposts from almost anywhere in the system and in whatever level of detail you require and in multiple formats. Plus, Pipeliner CRM integrates easily with almost any other system so you can get the most out of all of your investments and included out-of-the-box is the market-leading mobile CRM app with built-in artificial intelligence. All of these benefits combine to make pipeliner, the better CRM. Make it easy to manage the different tasks of your sales team using the amazing features of the Pipeliner CRM Mobile Application. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. How To Set Up A Simple Profile In Pipeliner CRM Mobile Application! Link: https://youtu.be/D0zu3QojKXc 02. How to Control CRM Mobile App With Your Voice Link: https://youtu.be/F84znoGArrA 03. Create New Contact from current location | CRM Mobile Application Link: https://youtu.be/xD_RrxqAmkU You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #salefriendly #salebenefits #crm
1
YouTubeWelcome to Pipeliner CRM Mobile Application Training! Here in this particular video, we are discussing the storage-related things in the Pipeliner CRM Mobile Application. In pipeliner, you are responsible to keep a track of how much storage space you are using. In the admin module, click on the general menu. Here in the lower right corner, you will see a half-circle. In this half-circle as you use up storage space, we will start filling up with a green color. You can see the total amount of space that you have as well as how much you have already used. If you find that you are using a lot of storage space, feel free to contact your account manager. Pipeliner CRM Mobile Application is a sales friendly interface that automates and integrates with everything. Each user can customize views to suit their needs. Thanks for joining us! Watch the entire video to get an exact idea of the whole process. Make it easy to manage the different tasks of your sales team using the amazing features of the Pipeliner CRM Mobile Application. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Learn More About Sales Unit Of Pipeliner CRM Mobile Application! Link: https://youtu.be/RSPfNQHe0Lg 02. Creating A New Lead In Pipeliner CRM Mobile Application! Link: https://youtu.be/K-zrCRP2Qos 03. Default User Roles Differences In Pipeliner CRM Mobile Application! Link: https://youtu.be/CsnjgS1sLTo You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #salesstrategy #storagespace #storage
1
How to Add New User in the Pipeliner CRM Mobile Application!Welcome to Pipeliner CRM Mobile Application Training! Here in this particular video, we are discussing how to add a new user to the Pipeliner CRM Mobile Application. In the admin module, check to make sure you have an available license. If you don’t contact your account manager so you can purchase another license. On the left-hand side, click on unit users and roles. Here in the Users tab, click on the invite button. Type in the person’s email address and decide what type of role they should have based on their function and then decide which sales unit they need to belong to. Find out – are they a member of that unit or are they a manager and then click on the invite button. They will receive an email with the link. This is how you will add a new user to the Pipeliner CRM Mobile Application. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Various Pipeline Views Available In The Pipeliner CRM Mobile Application! Link: https://youtu.be/aM_XSEF7nUI 02. Using the Sales Stage Velocity in Pipeliner CRM Mobile Application! Link: https://youtu.be/TC1VQqlpF7M 03. Create a New Contact in the Pipeliner CRM Mobile App! Link: https://youtu.be/onTpVoVc_TA You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #mobileapplication #sales #newuser
1
How to Track all my Deals and Opportunities with Pipeliner CRM!Welcome to Pipeliner CRM Mobile Application Training! With Pipeliner, you can instantly see how many opportunities you have in each stage with the all-in-one pipeline. You can move them easily by drag and drop in real-time, build your own sales process and set up your custom stages with their own percentage weightings and attach documents such as emails, templates and demo presentations to each specific stage where they are needed most and of course the target always shows me immediately where we are against our quota. Now, not only you easily customize your sales process but you are not restricted to just one. You can create multiple pipelines for the different sales processes in your company. For instant, you have one for telesales and another one for field sales; that way everything you do is process-driven and visual. Now have a look at the opportunities! You can view them by dollar value and also filter them by value owner or account. You can also look at if there is any stalled opportunity. Just with the help of one click, you can click what exactly they are and you can resolve them right there or plan an activity that will help you resolve them. You can set all of your sales activities for your reps. This will let you know what to do next and feel supported by the system. You can also schedule a meeting to discuss the proposal in order to move it forward. Watch the video to learn how to do that with ease. You can also customize fields you want in your opportunity with template designers just by drag and drop. With Pipeliner, you never need to feel alone, just hit help and search a topic to learn more. There are also some great hotspots that will highlight the features and explain it right there. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. How to Check Notifications in Pipeliner CRM Mobile Application Link: https://youtu.be/Bj2E1BdRtOY 02. Essential Guidelines For Sales Activity Admin In Pipeliner CRM! Link: https://youtu.be/-faqFi_KMmQ 03. Essentials Regarding The License Usage In Pipeliner CRM Mobile Application! Link: https://youtu.be/rfNbFmuMblk You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #trackdeals #multiplepipelines #salesprocess
1
Creating a New Contact In Pipeliner CRM Mobile Application!Welcome to Pipeliner CRM Mobile Application Training! Here in this particular video, we are discussing the whole process of creating a new contact in the Pipeliner CRM Mobile Application. Let’s create a new contact! Click on the contact menu on the bottom of the screen. In the upper left, click on create a new option. Let’s type in the name of the contact. You also have to put a publically available picture of that person. You can easily add that there. Then, you will need to fill all the fields. After that, you have to add the name of the company in which that particular person is working. Then, fill in all the details like the phone number, e-mail address, street address or location, city, state, country and more. The personal detail can be helpful in case you need to contact that person later whether through the contact details or the e-mail address. In the end, click on save and in this way you can easily add on the new contact details in the Pipeliner CRM Mobile Application. Pipeliner CRM Mobile Application is a sales friendly interface that automates and integrates with everything. Each user can customize views to suit their needs. Thanks for joining us! Watch the entire video to get an exact idea of the whole process. Make it easy to manage the different tasks of your sales team using the amazing features of the Pipeliner CRM Mobile Application. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Technology In Sales Higher Education Council Inaugural Meeting April 2019 Link: https://youtu.be/jh5VymWa-Js 02. Opportunities Comparison Mobile App Link: https://youtu.be/WQKhNKxNx9A 03. Dashboard Pipeline Overview Mobile App Link: https://youtu.be/A0gSZNqkqAU You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #salesstrategy #mobileapplication #newcontact
1
Creating a New Lead in Pipeliner CRM Mobile Application!Welcome to Pipeliner CRM Mobile Application Training! This video includes a training session on how you properly input new leads into Pipeliner. It is a very important part of your milestone number five tasks. Primarily, we are looking for you to schedule appointments with new opportunities and once you scheduled those appointments, you need to make sure those new leads and entered into pipeliner and that’s what this training is focused on. Just know that each of you currently has access to two different versions of pipeliner. One is what we call your demo space and one is the live pipeliner sales space. Talking about the difference between the two, the software is exactly the same with all the features and functionality but the only difference is the data. When you open the pipeliner, you will be starting from the navigator screen. By clicking on the profile, you will see your picture and under that, you can see that either you are currently using the demo space or the live one. In the demo space, you can easily do practice and give demonstrations to the people. Just by clicking anywhere on this tile, you can make changes to your working space too. Thanks for joining us! Watch the entire video to get an exact idea of the whole process. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Pipeliner CRM Customer Testimonial: Preston Herrin Link: https://youtu.be/DB5VpP3oEq8 02. Essential Guidelines For Sales Activity Admin In Pipeliner CRM! Link: https://youtu.be/-faqFi_KMmQ 03. Enter And Exit Admin Module Of Pipeliner CRM Mobile Application! Link: https://youtu.be/mM-h29jQalU You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #mobileapplication #salestechnology #newlead
1
Various Pipeline Views Available In The Pipeliner CRM Mobile Application!Welcome to Pipeliner CRM Mobile Application Training! In this video, we will be discussing the various pipeline views available in the Pipeliner CRM Mobile Application. On the upper right-hand side, while clicking on the drop-down, you can see the different views of all the information that we have in our pipeline. Go to the pipeline view; there you will view every column represents another step of your sales process and the last column represents whatever you consider your one completed or closed the deal because these are opportunities in our pipeline, you can move these opportunities from one step of the process to the next. You can also enjoy the facility of moving backward if you wanted to. Thanks for joining us! Watch the entire video to get an exact idea of the whole process. Make it easy to manage the different tasks of your sales team using the amazing features of the Pipeliner CRM Mobile Application. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Essential Guidelines For Sales Activity Admin In Pipeliner CRM! Link: https://youtu.be/-faqFi_KMmQ 02. Essentials Regarding The License Usage In Pipeliner CRM Mobile Application! Link: https://youtu.be/rfNbFmuMblk 03. Default User Roles Differences In Pipeliner CRM Mobile Application! Link: https://youtu.be/CsnjgS1sLTo You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #salesteam #mobileapplication #salesprocess
1