PipelineDeals Pro-Tips: Optimize Your Profile Pages

Salespeople are unique and there is no one-size-fits-all view for every sales workflow. We’ve worked with thousands of salespersons over the last eight years, and we pride ourselves on making it simple for you to customize your CRM. This week's pro-tip highlights how users can customize profile pages to determine how they want to view people and deals.

With custom profile pages, you can rearrange the profile pages for People, Deals, and Companies to match your workflow. This feature enables you to open or collapse relevant information, and rearrange the profile to view your data in a way that best suits your needs.

Do you want to view your custom fields near the top of the profile page? No problem! Drag the custom fields section to the top of the page. Even better, PipelineDeals will remember your preferences so that you view future profile pages in the way that you want.

Some PipelineDeals pros like to collapse activities from their view to focus on other relevant data. You can do this by clicking to collapse the activities tile so you can focus on what’s most important for you in the moment.

We’re excited to let you further personalize your PipelineDeals CRM with custom profile pages. Also, we want to hear what you think about this new feature! Email us or call us at 866-702-7303, and let us know what you think.  

PipelineDeals Honored On Inc. 5000 List of Fastest Growing Companies

PipelineDeals is excited to announce that we’ve been named to the 2014 Inc. 5000, an annual list of the fastest-growing private companies in the United States. This year, PipelineDeals was listed in the top 50% of fastest-growing businesses for revenue growth of 159% over the past three years.

PipelineDeals team in Grand Teton National Park in June 2014

We’re humbled to be honored on such a prestigious list. Thank you to all of our customers and supporters who have helped us grow and build great sales CRM software since 2006. We would not be a fast growing company (or a company at all!) without our wonderful customers.  

We’re excited for this achievement and we’ve already set higher goals. We’re committed to continuing to develop, deliver, and support excellent sales CRM software. Our core values at PipelineDeals are based around the adjective yeoman, which means “performed or rendered in a loyal, valiant, useful, or workmanlike manner, especially in situations that involve a great deal of effort or labor.” Our staff truly exemplifies a yeoman spirit and we’re excited to continue making PipelineDeals even better.

Thank you for helping make PipelineDeals one of the fastest growing companies in America. For complete details on our listing, click here to view PipelineDeals profile on Inc. 5000. For the complete Inc. 5000 list, click here.

Professional Services Firm Grows Their Business With PipelineDeals and Google Apps

Summit Services Inc. is a Philadelphia based firm that provides professional business services, including consulting and business coaching, call center services, and recruiting support. We spoke with Andrew Amrhein, Senior Business Coach, about how Summit uses PipelineDeals and Google Apps to stay on top of their deals.

Tell us more about Summit Services.

At Summit Services, we help business owners grow their business. We provide a blend of coaching and consulting that is more comprehensive than typical consulting. Our team of business coaches work with our clients to develop goals, and then work with our clients to ensure that their business grows.

In addition to providing business coaching, we also provide remote front office call center support for businesses. Our call center provides support for small businesses around the country looking to grow their sales.

Why did you choose PipelineDeals?

We used to use ACT! CRM to manage our leads and clients, and to track our deals pipeline. With ACT! we had to save email correspondence manually by copying & pasting messages into the app, and we couldn’t easily add leads to our CRM. We rarely saved emails and it was difficult to know whether we had the most up-to-date correspondence with our contacts.

PipelineDeals integration with Google Apps was a major factor in our decision to go with PipelineDeals. We started using Google Apps because of its simplicity and ease of use, and we liked that PipelineDeals works seamlessly with Google. We can add emails into PipelineDeals directly from Google, and sync our calendars and contacts with the integration. Getting started with Google Apps and PipelineDeals was incredibly simple.

How does using PipelineDeals and Google Apps help your business?

We use PipelineDeals in several different ways within our business. First, we track correspondence from Google Apps directly into PipelineDeals. We have monthly meetings with our clients, and it’s helpful to have a history of all our correspondence in one place. We track all of our emails from Google Apps, and track meeting and call notes.

In addition to capturing correspondence from Google Apps into PipelineDeals, we use the integration to create new leads for our sales team. We can add new leads to our CRM directly from Google using the integration. We want to be able to view the full history of our communication with our customers and PipelineDeals lets us do that.

Our call center service also uses Google Apps and PipelineDeals. In fact, we require all new businesses using our call center service to use PipelineDeals and Google Apps. The simplicity of Google Apps and PipelineDeals ensures our call center can provide the best level of service to our customers. We use the calendar integration to understand our client’s schedule, and schedule sales appointments for them directly in the app.

Who would you recommend use Google Apps and PipelineDeals?

I think that PipelineDeals works extremely well for businesses in the construction industry. Construction businesses need an easy way to manage their sales pipeline, schedule appointments, and correspond with clients. PipelineDeals integration with Google Apps makes that really easy to do.

I’ve worked with lots of companies that think they want all the bells and whistles offered by SalesForce, and end up not using the CRM because it’s overly complex. The user interface for PipelineDeals is easy to learn, it helps you sell better, and the customer support is awesome!

We’ve been very pleased with how well PipelineDeals has worked with our Google Apps account, and we recommend the integration to a wide-variety of businesses.

Interested in seeing how PipelineDeals and Google Apps can help you grow your business? Try PipelineDeals free for 14 days.