Inside Track Newsletter

💯FEATURED › Introducing the New Pipeliner Navigator: Your Personalized Command Center

Tailor Your CRM Experience with Unprecedented Flexibility

The revolutionary New Pipeliner Navigator puts you in control of your CRM experience like never before. Design your ideal workspace by dragging and dropping customizable elements to create unique layouts and save them as personal profiles. Whether you need at-a-glance reports, dynamic insights, or quick access to key information, the new Navigator empowers you to streamline your workflow and focus on what matters most. With seamless switching between new and old versions, you can explore the enhanced features at your own pace, ensuring a smooth transition to a more efficient and personalized Pipeliner.

✨ENHANCED › Advanced Email Design: Introducing Visual Email Template Editor Enhancements

Streamline Your Workflow with Intelligent HTML Conversion and Group Blocks 

Revolutionize your email creation process with the latest enhancements to Pipeliner's Visual Email Template Editor. Now, effortlessly convert complex HTML templates into fully editable designs with our intelligent AI system, saving you valuable time and effort. The new Group block allows you to build intricate multi-row sections and manage them as a single unit, providing greater flexibility and control over your layouts. With these powerful new features, along with enhanced navigation and robust sharing options, designing stunning and personalized emails has never been more efficient or intuitive.

✨Enhanced › Data Transformation: Introducing Advanced Record Conversion & Entity Mapping

Tailor Your Data Relationships with Granular Control

Take precise control over your data conversions with Pipeliner's enhanced Record Conversion and Entity Mapping capabilities. This powerful update allows you to define specific mappings for individual "source" and "target" record types, going beyond the previous default settings. While a flexible "Default Mapping" remains for general cases, you can now create unique, one-to-one mappings for any specific conversion scenario. This ensures unparalleled accuracy and efficiency when transforming your records, streamlining your workflow and maintaining the integrity of your valuable CRM data.

📍PIPELINER CRM › Unlock Predictable Revenue with Pipeliner's Revenue Intelligence

Pipeliner CRM Delivering Evidence-Based Predictions for Sales Success

Discover Pipeliner's Revenue Intelligence, the innovative CRM platform that revolutionizes sales with the Revenue Intelligence Loop—delivering predictable revenue and unmatched forecast accuracy. By harnessing historical data, leading indicators, and advanced analytics, it empowers you to set realistic quotas, generate precise forecasts, and perform gap analysis in real-time. Track pipeline changes, trends, and risks dynamically, while connecting sales activities to results like new business, upsell, and retention. Experience the only CRM truly fulfilling its promise—transform your strategy today.

📍PIPELINER CRM › Saving You Money on Third-Party Apps

Pipeliner CRM's All-in-One Power for Seamless Sales Success

Pipeliner CRM eliminates the need for costly add-ons like Calendly, Mailchimp, or SurveyMonkey with built-in features that streamline your sales process. Enjoy seamless appointment scheduling, automated email sequences, advanced WYSIWYG email editing, online forms for data collection, and robust key account management—all within one intuitive platform. Plus, integrated BI feeders, quota tracking, and embedded sales methodologies guide your team to higher efficiency and profitability.

📍PIPELINER CRM › Webinar Replays

Weekly Webinars of Business Use Cases in Pipeliner CRM

• Access recordings of our webinar series including:

• Transform Reporting with Pipeliner's Revolutionary Voyager Reporting Agent

• Master Email Sequences

• Automate Workflows

• Online Forms with Voyager AI

• Bringing Your Sales Process Alive with Voyager AI

📍PIPELINER CRM › Featured ExFind Expert

Matthew Hill - Leadership Whisperer

Matthew Hill is a leadership trainer, intercultural facilitator, and presentation coach with a unique mix of corporate insight, global experience, and sharp humor. He’s worked with teams from EY to GE Capital, leading communication workshops in over 30 countries. Known for transforming self-doubt into confident delivery, Matthew helps professionals—from emerging leaders to CEOs—find their voice, sharpen their message, and lead with impact. Whether online or on stage, he brings energy, empathy, and practical tools to every session.company that runs with precision.

🎙️ Featured Expert Interview › Corporate Training Strategies: Boost Employee Performance & Retention

In today’s rapidly evolving business landscape, the ability to learn, adapt, and lead effectively is more critical than ever. In a recent episode of the Expert Insight Interview, John Golden sat down with Damon Lembi, CEO of Learn It, to discuss the nuances of learning, leadership development, and creating a thriving learning culture within organizations. This in-depth blog post distills the main themes and actionable advice from their conversation, offering a comprehensive guide for leaders, HR professionals, and anyone invested in organizational growth.

📍 PIPELINER CRM › Help Others Learn About Pipeliner CRM

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We hope you enjoyed this week's newsletter!