Get to know your sales tools in just 2 minutes a week. This week, Nancy profiles PipelineDeals, a sales acceleration CRM platform.

Sales ToolSkool Video Transcript:

Today’s topic is an all-in-one sales acceleration tool. One of the most frequently asked questions is “which CRM tool should we use”. Today I’ll be talking about one of my favorites, PipelineDeals.

If you want your salespeople to be as productive and effective as possible, you need a system that does more without being difficult to use.

PipelineDeals has powerful features you’d expect from any CRM system with a noticeable difference in ease-of-use.

It starts with their simple home screen that displays each rep’s dashboard and their weekly agenda.
Salespeople start the day focused on the right priorities. They can also drill down easily into deals at different stages.

I especially like that when you view deals, you see them in a format salespeople find easy to work with. It looks similar to a spreadsheet but has important information like colored symbols that point out which deals are in danger. And of course, they can further drill down into each account, contact and deal record.

PipelineDeals works with Outlook so salespeople can email directly from the contact record.
They can select any number of ready-made templates so they don’t have to waste time writing every email from scratch.

What happens after you send an email? You’ll know, because PipelineDeals tracks email opens so you’ll know which emails get opened and when and which email templates are the most effective.

I like that PipelineDeals makes it easy for salespeople to nurture prospects with relevant information. Salespeople can tag each prospect with any words they want.
Here you can see that a salesperson searched for prospects who like Golf. Next, they can send an interesting article and use it as a means to stay in front of those prospects.

Pipelinedeals takes around an hour to set-up. its easy to use, and your salespeople will find it actually helps them do their job and that’s why we’ve named PipelineDeals one of our top Sales Tools of 2015. Go to for a free trial.

That’s it for this week’s ToolSkool. Stay tuned for next week’s episode when I talk about an inside sales tool to respond to new leads quickly.
Until then…Sell Smarter, with smart selling tools.