7. Sales Productivity Tools to Save Your Time and Let You Focus on Selling

We in Pipeliner know, that you have no time to look for tools while selling,

Therefore we have created this Tips & Tricks article for you, with our tools in one place which will make your selling easier and more efficient.

1. Auto-Profiling in Accounts & Contacts

What if you could enter a single piece of data—and the rest would be filled in automatically?

It’s a high-tech age, and high-tech solutions are the order of the day. 

Introducing Pipeliner CRM Automatic Data Profiling:

Automatic Data Profiling: Saving Hours of Sales Rep’s Work

Automatic data profiling auto profile the following Pipeliner CRM entities:

  • Contacts – when you enter an email address for any contact.
  • Accounts – when you enter a home page URL for any account.

When you enter an email address for any Contact or home page URL for any Account, Pipeliner automatically fills in the Contact and Account record with publicly available information like: avatar, address, title, social media accounts, and more, saving you time and effort.

Important is that Pipeliner CRM will only return data when there is high probability of an exact match (no dirty data!).

To find out more click here.

2. Automatic Geo-location

We know that sales isn't all about sitting at your desk. You need to get out there—meet people, make site visits, conduct presentations and demonstrations. When you go to visit a client or prospect, you will of course need to know how to get there. So that you don't have to go outside Pipeliner CRM, we've developed our Geo-location feature for both the mobile and desktop versions of Pipeliner CRM.

How Automatic Geo-location Works

Note: This feature is currently available by invitation only.

Please sign up here to take advantage of Pipeliner CRM’s new Geo-location feature. 

Which fields does Geo-location use for its calculation?

The following fields are taken into account when trying to geolocate a contact or account on the map:

  • City
  • State/Province
  • ZIP Code
  • Country
  • Street Address

At least one field needs to be filled out. 

To find out more click here.

3. Scan Business Cards

When meeting with contacts and partners, you often obtain business cards. We understand that manually entering a new contact into Pipeliner CRM from a business card can be time consuming. Therefore, we put together these instructions to show you how you can automate this process using free services you can find online.

Must have checklist

  • You need to have the latest release of Pipeliner CRM.
  • Here is how you can check your current version:

Here is how you can upgrade to the latest Pipeliner CRM version.

How to Scan a Business Card and Create a New Contact in Pipeliner CRM

If you are already using latest the latest version of Pipeliner CRM, you can follow these steps to scan a business card and create a new contact in your Pipeliner CRM Contacts list.

To find out more click here.

4. Calling with Skype Over Pipeliner CRM Desktop App

As you might have already discovered, you can call your customers from the Pipeliner CRM Desktop App on your mobile phone. However, if you prefer to call your customers using Skype, you can use the following Pipeliner CRM integration with Skype.

How Skype Calling over Desktop Works

If you are already using latest the latest version of Pipeliner CRM, you can follow these steps to initiate a Skype call via the Pipeliner CRM desktop app.

To find out more click here.

5. Pipeliner CRM Reports 

You can report on your data in many different ways. You can use standard reports, pivot reports or even forecast reports. All of these report types have the simple Pipeliner CRM reporting tools in common, that you can use for creating, organizing or updating them. As with many aspects of Pipeliner CRM, we designed reports in such a way that they could be created by anyone—no need to go through an admin or a specialist. Check it now:

Pipeliner CRM Reports

With Pipeliner, we have gone the extra mile to ensure that reporting is as simple and intuitive as the rest of Pipeliner's features--no special skills, admin or other tech assistance needed.

Sales Reports At Your Fingertips!

Screencast: Play in a new window.

To find out more click here.

6. Sharing Records Data in Pipeliner CRM

Any automated tools for sales must have CRM features that allow salespeople to smoothly function and share as a team. Part of that empowerment means that sales team members involved with a particular opportunity can instantly view that opportunity— ­­including where it stands in the sales process, the tasks and activities that have already been accomplished, and the tasks and activities yet to be done. With Pipeliner CRM any data—be it an opportunity, task or activity—accomplished by a particular team member is instantly shared with the rest of the team. In that way no actions are duplicated, and collaboration is consistently achieved. In this article, we describe the various sharing options for Pipeliner CRM.

What is Collaborative CRM?

A Collaborative CRM is a CRM that enables you to share data entered into the system with your team in order to give all team members a complete overview—for example, of a sales opportunity with its related data such as activities, documents, emails and notes.

How to Share Data in Pipeliner CRM

In Pipeliner, you have the following system of sharing rights:

  • Owner - The owner of data—an opportunity, lead, account, contact or activity/feed. The owner has full rights to perform any action with the record. Only the owner can delete data.
  • Editor - The editor is a user that has edit rights on the record. The only difference between owner and editor is that an editor cannot delete the record.
  • Watcher - The watcher is a user that has read-only access to records. The watcher cannot edit any data on the record, but can collaborate on the record by using comments, creating activities or writing notes.

To find out more click here.

7. Organizing Shared Sales Report Folders

With Pipeliner CRM anyone can configure relevant and insightful Sales Reports. There is no need to hire an expensive admin or train a specialist. Managers can easily create their own sales reports and keep their finger always on the pulse of the business. With Pipeliner CRM we’ve made several key enhancements to Sales Reporting and Sales Analysis Management. One of the key enhancements makes it possible to organize your sales reports into the shared folders. Let's take a look at this now.

Pipeliner CRM Shared Sales Reports Folders

Pipeliner CRM enables you to organize your reports into shared folders. Important: Pipeliner CRM does not enable the creation of private folders at this time. We will be introducing this feature in the future. All report folders are shared within your sales organization. Once you create a folder in the reports list, the folder will be accessible to all your team members.

To find out more click here.

8. Connecting Sales Activities with Sales Actions

Sales Activities: where attention goes, energy flows! Pipeliner CRM’s Sales Activities feature gives you the option to define what should be done in each step of your sales process.

With Pipeliner CRM’s Sales Actions Required Fields feature, various fields can be made mandatory, and a sales opportunity cannot be moved unless all mandatory fields have been completed. This means that sales team performance becomes more consistent, and little to nothing is ever left to chance.

We connected Sales Activities and Sales Actions Required Fields in order to help you automate some of your sales activities based on the sales actions.

Here we will go over automatic sales activities checking based on completion of sales actions.

Connecting Sales Activities with Sales Actions [Video Tutorial]

Screencast: Play in a new window.

To find out more click here.

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