Inside Track Newsletter

?? Voyager AI ? AI Call Transcription & Analysis

No more manual call notes with Voyager AI!

• Summarize key points from each call with AI
• Capture every conversation detail with automatic transcriptions
• Stay organized with automated attachment of transcriptions and audio to tasks
• Access and manage all of the call details for streamlined follow-up actions

?? Online Forms ? File Upload

Unlock the full potential of your file management with File Upload in Pipeliner!?

• Simplify the process of collecting and managing document files directly within your forms
• You have complete control over the file management process to define custom file upload fields with type, size, and quantity limits
• Keep your files neatly organized by attaching them directly to records

?? Conditional Formatting in Reports

Add Dynamic Colors to Reports!

• Make your Pipeliner reports more dynamic and visually organized with color changes based on real-time conditions.?
• Highlight trends, anomalies, or key metrics.
• Automatically adjust the color of report cells based on customizable rules.
• Create multiple rules that apply from top to bottom with easy drag-and-drop priority

?? Maximizing Sales Productivity During the Holiday Dip with AI-Powered CRM Technology

Featured in Salestech Series magazine: Pipeliner CRM CEO Nikolaus Kimla offers great advice for sales as we head toward the end of 2024.

?? AI Sales Agents Webinar: Replay

The AI Sales Edge Series: AI Agents webinar explored the transformative impact of AI Sales Agents on the sales landscape. From lead generation to personalized customer interactions, AI Sales Agents are revolutionizing the way businesses operate - featuring David Inman from SalesAi and Thomas Ryan from Bigly Sales .

?? Pipeliner CRM ? Featured ExFind Expert

Paul Morton is an accomplished leadership expert, author, and CEO of the Practical Leadership Academy.

With his rich background in building and leading global revenue teams and his current role as the host of the Practical Leadership Podcast, Paul brings a wealth of knowledge on leadership, management, and personal development to sales leaders everywhere.

??? Featured Expert Interview ? Perception vs. Reality in Sales and Hiring

Joel Quintela has over 25 years of experience working with Fortune 500 clients and advanced degrees in business psychology. He offers a wealth of knowledge on the critical distinction between perception and reality in sales and hiring processes.

We hope you enjoyed this week's newsletter!