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New Email Security Feature in Pipeliner CRM

Pipeliner

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

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Pipeliner CRM—New Powerful Sales Process Step Activities Feature

Pipeliner

Pipeliner is the only CRM solution to allow a company complete flexibility in adapting its sales process to CRM and to allow a company’s sales process to be rendered in seven different completely visual views. We have also made implementing this feature very easy for a CRM administrator.

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Pipeliner CRM—The Concepts Behind the Features

Pipeliner

The understanding of Pipeliner CRM features must go well beyond simple, functional explanations. Just understanding mechanical functionality doesn’t necessarily mean you’ll really grasp the product and all that it means, which is why I’m now writing this series on the concepts behind Pipeliner CRM functionality.

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ZoomInfo Brings its Data and Features Straight into Dynamics 365

Zoominfo

Features of the Dynamics Integration with ZoomInfo. Previously, these same sales reps needed to leave their home base to search for prospects and build opportunity pipelines. ZoomInfo Enrich , an automated feature that updates and appends data records. ” FIgure 1 : Access the power of ZoomInfo from within Dynamics 365.

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7 Must-Have Automated Documents for Sales Success

Companies are increasingly implementing technology to bring efficiency to their workforce. Data accessibility aside, teams continuously struggle with manual processes for document generation. Learn why automating your documents is key to sales success.

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How to Manage a Sales Pipeline for a Startup

Nutshell

As a startup, having a well-running sales pipeline is vital to facilitate sales actions and help your team close deals faster. Read on to learn more about the importance of sales pipelines for your business and how to manage a sales pipeline for your startup. Table of Contents Why is a sales pipeline important for a startup?

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Pipeliner CRM – The Concepts Behind The Features

Pipeliner

The understanding of Pipeliner CRM features must go well beyond simple, functional explanations. Just understanding mechanical functionality doesn’t necessarily mean you’ll really grasp the product and all that it means, which is why I’m now writing this ebook on the concepts behind Pipeliner CRM functionality.