Blog

Custom Profile Pages Are Coming Soon to PipelineDeals

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 seven years, and we pride ourselves on making it simple for you to customize your CRM. That’s why we’re excited to announce an upcoming feature – custom profile pages. This new feature will allow PipelineDeals users more power to determine how they want to view people and deals.

With custom profile pages, you can now rearrange the profile pages for People, Deals, and Companies to match your workflow. This new feature enables you to open or collapse relevant information on profile pages, and rearrange the profile to view your data in a way that is most useful for you.

Need to view your custom fields near the top of the profile page? No problem! Drag the custom fields tile to the top of the page and PipelineDeals will remember your preferences. Do you need to collapse activities from your view to focus on other relevant data? Click to collapse the activities tile so you can focus on what’s most important for you in the moment.

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

PipelineDeals Announces Integration With RightSignature

PipelineDeals is happy to announce a new integration built by RightSignature for our customers. RightSignature is a simple, efficient way to get your documents signed online. RightSignature enables you to close more deals in less time, reduce paper and ink expenses, avoid fax hassles, cut cycle time from weeks to hours, and impress your customers.

With the new PipelineDeals integration for RightSignature, closing is easier than ever with the power of versatile, legally-binding electronic signatures. Here’s how it works:

  • One-Time Installation: Login to RightSignature and click the Account link, then select the Integrations tab. Choose PipelineDeals from our list of integrations and follow the simple installation instructions.

  • Documents: In RightSignature, navigate to the Send a Document screen. You will now see a PipelineDeals button in the “Choose a Document” section, which will allow you to select documents from your PipelineDeals account to send for an electronic signature.

  • Contacts: On the Send a Document screen, when indicating a signer or CC, begin typing the name of one of your PipelineDeals contacts. RightSignature will suggest your matching PipelineDeals contacts in a drop-down menu below, and automatically fill in the name and email address of your selected contact.

JP Werlin, Co-Founder of PipelineDeals, says,

“RightSignature—the easiest, fastest way to get documents signed online—revolutionizes the process of closing deals and provides a valuable new workflow improvement feature for our users. Our shared set of common goals make RightSignature and PipelineDeals perfect integration partners.”


PipelineDeals Sponsoring and Live Blogging Sales Hacker Conference in NYC

PipelineDeals is proud to announce that we’re sponsoring and live blogging Sales Hacker Conference in New York City on April 24, 2014. Sales Hacker Conference brings together top sales execs to share their insights and sales hacks for achieving multi-million dollar revenue. Everything covered at the conference is designed to be immediately actionable so that you can begin to implement these strategies directly at your company.

    Sales Hacker Conference brings together some incredible names in business, including:

We’ve written before about how our co-founder JP Werlin utilized Aaron Ross’s insights in Predictable Revenue to build PipelineDeals, and we’re extremely proud to sponsor such as distinguished group of salespersons looking to help improve sales in the B2B space. 

Interested in attending? Let us know! We have a limited number of discounted tickets and we want to see you there. Can’t make it? Don’t worry, we’ll also be live-blogging the event on April 24th and we’ll have all the content from the speeches available for you.