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Pipeliner: The Future of CRM

July 28, 2014

Sales teams have to juggle many responsibilities that range from creating new contacts, managing customer relationships and leads, sales analytics and reporting; the list is endless. Having access to a vast array of tools does simplify these tasks, but how much better it would be if these tools could be accessed from a single platform? Well, thanks to Pipeliner (News - Alert) CRM’s current integration with over 30 popular tools, this may well be possible.

“We see our technology partners as critical to enhancing our product offering and elevating our users’ experience so they can grow their book of business,” said Todd Martin, vice president of global ISV & partner alliances at Pipeliner CRM.

Sales teams demand tighter integrations in order to succeed in their job, and Pipeliner CRM is a software system that enables salespeople and teams to understand their sales process and accelerate opportunities toward a close, while saving time and maintaining focus. The company’s sales pipeline management application tool combines with numerous tools to help sales teams increase efficiency and productivity, not to mention an empowering CRM solution that integrates with sales tools, apps, training and education, helping them to be more productive.

This integration does appear to have a far-reaching comprehensive impact in the sense that users can do many things within Pipeliner CRM that was not possible before.

Integrations with QuickBooks and Xero sync accounting data enables users to  create and update contacts within Piperliner CRM, and set up a post-invoicing message feed, while integration with customer service platforms like Zendesk and Freshdesk help users to track sales support issues, tickets and all customer inquiries within Pipeliner CRM.

HubSpot (News - Alert) for Pipeliner CRM integration makes it possible to automatically import analytical data and lead information into a contact record in Pipeliner CRM. Using Active Campaign’s email marketing tools with Pipeliner CRM enables users to begin to leverage lead and customer information to create targeted, relevant email marketing campaigns. Additional support integration with Olark helps effective follow-up and follow-through.

The velocity of selling has changed today, and buyers have become more sophisticated – facts that Pipeliner understands very well. Hence the current integration with a variety of marketing automation tools, support and accountancy software will hopefully give enterprises the push that will help them drive business better.

”We look forward to continuing to introduce partnerships with strategic and technology partners who complement sales teams globally,” noted Martin.




Edited by Adam Brandt

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