Inside Track Newsletter

?? Multi-Currency Support ? Another Great International Feature

More International support for our growing global customer base.

We’ve added additional support for our customers who are based internationally or have international teams by adding multi-currency options for individual Users, Forecasts & Targets, Filters, and Reports.?

Previously the system allowed amounts to be entered in any enabled currency but all visualizations and reports used values converted into the system Base Currency. Another big upgrade for international customers!

Special 3-2-1 Promotion!

Duplication Checker ? Online Forms ? Approvals

We are offering these 3 features to all tiers at one-off, promotional pricing with progressive discounts ranging from 25% to 50% depending on how many of the tools you purchase*

Contact sales to secure your discounted pricing for one, two, or all three features — the more you buy, the more you save!

?? Duplication Checker ? antidote to Garbage In, Garbage Out

Your CRM is the heart of your customer data management, housing all the critical information you need to drive sales and marketing success. But without a clean, duplicate-free database, you're wasting valuable time and resources:

• Sales reps spend hours chasing outdated leads.
• Marketing teams target the wrong people.
• AI tools fail to deliver meaningful results.

Pipeliner’s Duplication Checker is the ultimate solution to ensure your CRM database is accurate, up-to-date, and free of duplicates.

?? Optimize Your Business with ? Online Forms

Imagine effortlessly surveying customers, letting them update their own records, auto-populating leads from your website, managing events, and gathering feedback—all without purchasing additional third-party products. With Pipeliner’s Online Forms Tool, all these powerful capabilities are at your fingertips.

?? What Gets Measured, Gets Managed ? Pipeliner Approvals

Ensure every proposal sent by your team safeguards your necessary margins. With Pipeliner’s Approval Processes, you can create customized workflows to review and approve pricing before it reaches customers. Set up approval processes tailored to your needs and rest assured that all pricing meets your approval standards. Get started today and safeguard your profitability.

*All three tools available through this special offer have a new pricing model — they are licensed by the site, not by the number of users.

?? AI ? Text to Speech

Our latest AI improvement is the addition of a Text-to-speech option. This is ideal when there is a lot of useful information in notes or other rich text fields or even an AI summary from Feeds as the user can listen rather than needing to read.

?? Conditional Fields on Forms

Administrators can now customize the Form Field Settings from the Entities menu in the Admin Module to set individual fields to display, be required or be read-only when specific conditions are met.?

For example, a field Customer # is only relevant when the Account in question is a Customer (rather than a Prospect) so can be hidden until the Type of Account is updated to “Customer”.

?? SalesTech Series ? Features Pipeliner CRM CEO Nikolaus Kimla

The Importance of an Agile, Customizable Solution featuring Nikolaus Kimla , CEO of Pipeliner CRM - SalesTechnology Insights

A customized CRM system is an indispensable tool for businesses looking to understand their customers' preferences and behaviors better. The development of a CRM solution aims to increase customer loyalty and sales, which is of great importance for business interests.

?? Featured Whitepaper ? Podcasters Guide to Podcasting

Pipeliner CRM is the driving force behind the successful SalesPOP! podcast. With over 1600 episodes and a global reach, SalesPOP! has become a leading voice in sales, leadership, and business insights. Rated in the Top 2% of global podcasts by Listen Notes .

Pipeliner CRM not only manages the podcast's extensive database of thousands of global contacts but also streamlines operations through its embedded scheduling tool, workflow automation engine, and AI-augmented profiles. This seamless integration allows for efficient guest management, automated reminders, and updates.?

Pipeliner CRM has future plans to leverage AI for on-demand content delivery, providing users with "Just-in-time" coaching directly within the CRM.?

Read about what it takes to produce a high-performing podcast - If your business has or is looking to start a podcast, this whitepaper will help or you can reach out to us and we are always happy to share our insights and experience.

?? Pipeliner CRM ? Featured ExFind Expert

James Muir is a keynote speaker and Best-Selling author of “The Perfect Close: The Secret to Closing Sales” and “Unsticking Deals” .

Both books teach a clear and simple approach to close more opportunities while remaining genuinely authentic and how to “unstick” deals that are languishing in your pipeline.

??? Featured Expert Interview ? Unleashing the Power of AI in Marketing

A thought-provoking conversation with Jim Matuga , the president and founder of InnerAction Media . Jim, an award-winning marketing professional and the creator of the innovative Story Maker SaaS application, shares his insights on the intersection of artificial intelligence (AI) and marketing. This episode is a treasure trove of valuable information for small businesses and nonprofits looking to enhance their marketing strategies through the power of AI.

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