CRM

Pipeliner CRM v5.4 delivers enhanced reporting capabilities


Pipeliner CRM, the leading sales enablement tool and CRM software, is releasing its v5.4 update, offering reporting features that enhance users’ capacity to track entity changes within a single report.

The update also introduces a new report type called a Sankey chart, which displays the crossflow of data from one preset value to another.

“Reporting is critical to any successful CRM strategy,” said Nikolaus Kimla, Pipeliner’s CEO. “We’re constantly looking for ways to improve Pipeliner CRM to ensure we’re offering our customers the most robust, flexible, and pertinent features they need to be successful, including delivering the most advanced reporting functionality on the market. Reports are interwoven with every entity in Pipeliner and these new features will help make the experience more seamless than ever.”

Additional enhancements in the v5.4 release include advanced formulas for form fields and report filtering to help users create more complex calculations.

New customizations for “card” views in the Pipeliner platform, expanding the options for quickly viewing essential information without opening related records.

An improved, more flexible method for inviting new Pipeliner users into the log-in area and follow-up reminder options for the native notes feature.

Lastly, the ability to achieve Excel-like results within the Pipeliner CRM platform enables users to work more effectively and eliminates the need to split efforts between two separate systems to achieve the same results.

For more information about this news, visit www.pipelinersales.com.



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