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Sales Force Automation
Everything you need to empower you sales team to outperform the competition - Lead, pipeline and contact management including using the Buying Center
10 articles
Using the Step Activities Checklist for OpportunitiesApply guided selling practices to your sales process by using the sales activities checklist for each pipeline step
Working with Approval ProcessesUse Approvals processes for Accounts, Contacts, Leads, Opportunities or Quotes whenever Approval is required by your working practices
Using the Buying Center for Opportunities and LeadsHow to leverage the power of the Buying Center for influencer-mapping in Opportunities and Leads
Lead Management — Working with LeadsWorking with Leads using Processes and Lead Forms to effectively manage them to Qualification
Working with Opportunities — Using Opportunity Fitness in PipelinerLearn how to use Fitness to enhance your view of the health of Opportunities in your pipeline(s) and Leads
Quotes — Creating and Managing QuotesHow to create and manage Quotes for customers and prospects, including revisions and multiple options for an Opportunity.
Enabling Google reCAPTCHA for Online FormsProtect your Pipeliner Online Forms from bots and other automated attacks
Working with Online FormsOnline Forms lets you create, edit and share web forms/surveys & is fully integrated with your Pipeliner CRM data
Online Forms Use Case — Lead Capture Form
Managing Data - Using the Duplicate CheckerSet up configurable match criteria to identify existing duplicates and auto merge from the tool, use the widget to avoid entering new dupes