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Boost Your Productivity With New Features From PipelineDeals

Find out more about recent updates to the app and learn how you can provide feedback about features that you want to see.


At PipelineDeals, we’re fortunate to receive amazing feedback from our customers. The feedback that we receive about the product often helps us prioritize development and future improvements to the app. We’ve received a lot of positive feedback and helpful suggestions recently, and want to share with you a few new features that were recently released.

Add Images & Format Text

You can now insert hyperlinked images directly into your email signature. This feature will allow you to enter in your company logo and link it back to your website. You can even add images for Linkedin, Twitter, and other social media websites, and link them directly to your social media profiles.

Additionally, we have added more flexibility to edit content. You can now customize the font, text size, and the text color for emails. This will let you personalize your email content and differentiate your messages.

Join Deals Data Alongside Your Agenda

For salespeople who are task oriented, it’s important to be able to see all of your to-do items alongside the most pertinent data. We’ve recently updated the Agenda tab to provide you with greater flexibility and power to view relevant data on your people, deals, and companies.

When you are navigating through your open items for the week, you can now add the associated deal information from the list view. Have a task to send an email? All the information on your deals is now available without ever leaving the agenda tab. Simply click the rolodex icon underneath the info column, click email, personalize, and fire away!  This allows for a more streamlined completion of tasks so you can get to closing more deals.

Unsubscribe tracking is coming soon

Coming next to Accelerator: Auto-unsubscribe. Within the next few days, PipelineDeals will begin displaying unsubscribe information from your people in the list view. This means that you will be able to view all users who have unsubscribed from your emails and have requested that you stop sending them email.  

Please note – when you send an email to seven or more people, PipelineDeals will automatically add an unsubscribe link to your email (per federal law). If someone unsubscribes from these emails you won’t be able to email them again. The advantage of having these emails auto-flagged is that you can easily filter on unsubscribes and know who you should reach out to in smaller batches, or one-on-one.

We are excited about the newest additions to PipelineDeals and for the continued innovation based on customer feedback. If you have more suggestions or feedback, please go to our features request forum. Thank you for being a PipelineDeals customer.



3 Ways to Streamline Your Sales With Filters & Accelerator

Let’s face it - the pace of modern sales is fast and only getting faster. By one measurement, there is an 100x decrease in the likelihood of getting in contact with a lead who submitted a web-form after 30 minutes. An 100x decrease in 30 minutes. For some businesses, that’s the difference between success and failure.

In order to keep pace, you need to be as efficient as possible. One way that PipelineDeals helps you stay ahead of the curve is with filter view. Filter views let you prioritize leads and ongoing deals in the list-view, and give you the insight to keep pace in modern sales.

Below are three filter features that some of our most successful salespeople are using to close deals. Whether you’re a sales development rep qualifying leads for your account executives, or you’re a sales manager reporting on month-to-date results of your team, filters will help you stay organized and efficient.

1 - Boost Productivity With Critical Filters

Our customer care and salespeople chat all day with salespeople, and they hear three common needs. Salespeople need a quick way to pull up their leads, an easy way to view their current sales pipeline, and a standard way to analyze their monthly closed deals. It’s easy to create these three views using our filters feature!

Click Here For Knowledge Base Article About Filter Views

Leads Filter

The leads filter should describe any people or companies that you have not created a deal with yet. These are prospects in your sales pipeline that may not be sales qualified yet, and that you are prospecting to qualify and start a deal.

By adding a leads filter to your PipelineDeals CRM, you can more efficiently focus on your prospecting outreach. Better outreach means more leads in your deals pipeline, and more closed deals.

Leads filters make it easy to stay on top of your hottest leads

Leads filters make it easy to stay on top of your hottest leads

Pro-Tip - Use PipelineDeals Accelerator and the action above the fold to quickly send trackable messages to leads you’re qualifying. Remember, you want to make sure that your messages are highly targeted. Don’t just spam all of your leads with the same content.

Learn how to send email from the list view with Accelerator

Sales Pipeline Filter

The sales pipeline filter is the most common filter used by our most successful salespeople. To create this filter, click into the Advanced mode and filter your list to include any deals that are in your sales pipeline. You can also add extra columns of data to your view, including your custom fields.

Pro-Tip - If you’re sending out a RFP or a quote, send a trackable attachment with Accelerator in PipelineDeals. This will let you track when your prospect opens or downloads your proposal.

Closed Filter

Consider this to be your end-of-the-week or month report. Create a closed won and closed lost filter to analyze all the deals that have closed in the previous month. This is a great report to share with your manager or your team! (more on sharing in a moment).

Pro-Tip - The best salespeople learn from both their successes and their losses. If you lose a deal, reach out to your lead and get feedback on why they made their decision. Use your CRM to record their answer and improve for the future.

What other filters do you find critical to your business? We want to hear them! Let us know the filters that are critical to your business and share your knowledge in the comments section below.

Never Setup A Filter? Watch This Helpful Video

2 - Collaborate & Win

Collaboration is critical in sales. One of the best tools our power users use to coordinate with one another is shared filters. Shared filters are a great way to share your saved filters, workflows and reports with the other members of your team.

Sharing filters keeps your team focused on the most relevant data.

To share a filter:

  1. Select a saved filter from your list of filters.

  2. Click on Manage Filters and select the option to share.

  3. Choose the team members to share your filter with.

  4. (Optional) Include a note to your team about why you’re sharing the filter.

Click Here For Knowledge Base Article About Shared Filters

Any user can create and share workflows and reports with their team, all within the app. Curious to know how other businesses are using shared filters? Below are some examples that our customers have shared with us:

  • A lead qualification filter is a great way for a manager to share new leads with their team. Create a share a lead filter with your team to direct them towards high-value leads.

  • For your weekly sales meeting, share a deals filter to organize the team around your most critical deals in the pipeline. Help direct the team towards what is most important.

  • Share a filter and request for some help. This is a great way to collaborate with your team on specific, targeted leads or deals.

Never Shared A Filter? Watch This Helpful Video

3 - Always Reach Your Best Leads

One consistent lesson we’ve learned from our customers is that salespeople like choice. They need to be able to view their leads and deal data in a unique way, and they need that view to be consistent every time they log into that app. That’s why we created the default filter feature. The default filter feature  enables you to arrange PipelineDeals lists to fit your sales process.

For example, our sales development reps want to ensure that they’re contacting new leads as soon as they’ve reached a specific lead score. They have setup a default filter so that they see a list of the hottest leads that they need to get in touch with immediately.

You can set a default filter on the People, Deals, Companies, or Agenda tab. With a default filter, the list view will always display the columns of data that you choose.

Click here to learn how to setup a default filter.

3 Strategies to Increase Your Email ROI

Email is critical to moving leads through your sales pipeline. Find out 3 strategies to increase ROI from email


A significant part of a salesperson’s workday is spent in email. And given a recent McKinsey Global Institute Report, it’s no surprise why. According to the report:

Graph Courtesy of SmallBizTrends.com

Graph Courtesy of SmallBizTrends.com

  • 58% of salespeople check their inboxes first-thing when they get to work

  • 72% of companies say that email is the primary form of education

  • Companies report that email has 2X ROI compared to other sales channels

If email is so critical to business, why can email also be so frustrating? One reason may be that it can often feel like most of your emails are never acted upon by the recipient. It’s frustrating to continuously draft emails that never get opened and never engage your leads.  

To help you get started getting more out of your sales emails, we’ve gathered together 3 strategies you can start implementing today to improve your sales email and increase your email ROI.

  1. Test When You Send Emails
  2. Re-Think the Messages You Send to Prospects
  3. It’s a communication strategy, not an email-only strategy

1 - Test When You Send Emails

With email, timing is everything. Just because you are ready to send out an email before you leave at the end of the day does not mean your leads are ready to read it. Professional email marketers have been using software and experimenting to find the best time to send email for years now. And their conclusion on when the best time is to send email? It depends.

Email is only effective if your lead is prepared to read and absorb it. In some industries and market sectors, this means emailing in the morning. In other industries, the best time to reach someone is over the weekend. To find the right time to email the types of leads in your market, you will need to test sending out email at different times and review the results.

TIP - there is a growing list of sales tools that help salespeople judge the best time to communicate with their contacts and leads. PipelineDeals recently released Accelerator, the first email acceleration tool native to CRM that provides detailed analytics on when someone opens an email, clicks or downloads content. They even provide a handy engagement chart which details the best times to send out email based off aggregated results of other salespeople. Find out more about Accelerator.

Accelerator for PipelineDeals helps you identify the best time to send email for maximum engagement

Accelerator for PipelineDeals helps you identify the best time to send email for maximum engagement

2 - Re-think the messages you send to prospects

If you’re in sales, you’ve probably had the experience of writing a well-crafted email message that gets zero replies. What gives?

One problem that salespeople have with email is that they don’t communicate in their customers language. The best emails are personal and written in a language that matches the business and industry for your customer.

What’s a growth hacker? I’m a marketer.

If you haven’t heard the term Growth Hacker before, don’t worry. The term Growth Hacker is a modern term popularized by (primarily) software startups to describe someone who uses a combination of analytics, social media, software, and other tools to grow quickly. In other words, a Growth Hacker is a marketer.

If your lead is in the startup community or you are selling to a tech company, your lead may think about themselves as a growth hacker. If you’re selling into the restaurant industry or into construction, the term growth hacker may not make a lot of sense.

Speak your lead’s language

Email should speak the language of your ideal buyer. If your emails are getting low response rates or low open rates, it may mean that your emails don’t connect with your buyer.

TIP - If you’re not sure what the optimal language is for your emails, run email tests and see what gets the best result. The SDR (sales development rep) team at PipelineDeals recently ran an A/B test to discover the right language to maximize booking appointments for our account executives. By making small changes to the language that they used to communicate with potential buyers, they were able to improve the number of bookings they achieved by 65%.

We created an example of the template that we used for this analysis that you can download here.

Example of an A/B test you can use to test language in your email. Click to download your own template!

Example of an A/B test you can use to test language in your email. Click to download your own template!


3 - It’s a communication strategy - not an email strategy.

Tenacity and persistence pays off in sales. Even if you’re emailing a lead that your marketers have warmed up for you, it still takes on average between 5 to 10 touchpoints to connect with a lead. What do you do if you continue to email a lead, but you never receive a response?

Keep Going & Combine Communication Channels

If you’re using a product like PipelineDeals Accelerator, you’ll know if someone is opening your email. If someone is opening up your email or clicking on the content they’re sharing with you, you have their attention. Don’t rely on your lead to follow-up with you and strike while the iron is hot!

Email is a part of your communication strategy - not the only part!

Email is a part of your communication strategy - not the only part!

Call them and tell them you wanted to draw their attention to something specific in your message. Be purposeful in your communication – even if they can’t talk to you right at that moment, schedule time to connect with them in the future.

Email is one of several communication tools that you have as a salesperson. Use it to automate your sales process, and combine email with phone calls, social media like LinkedIn, or other communication methods to maximize the number of touchpoints you have with your leads.

What strategies do you use to maximize the ROI you get from email? Include your strategies in the comments section below.