Introducing Connect - Accelerate Your Business | PipelineDeals

Grow University Introducing Connect - Accelerate Your Business


What is Accelerator?

  • Spend more of your day selling with Accelerator
  • Features Include:
    • Integrate & Track Emails
    • Automate Frequent Tasks
    • Enhanced Reporting

Ready, Set, Connect!

Why Connect? More than a quarter of a salesperson's work week is spent checking email.

What is Connect?

  • One Location
  • Instant Filing
  • One-Click Contact Creation
    • Add new contacts immediately from inbox
  • Priority Follow-up
    • Ignore senders to minimize distractions
    • View related deals, stages and tasks
    • Follow-up with most valuable deals

Find Hot Prospects: Bulk Email, Tracking, List Views, and Reports

  • Define your goal (use location, lead type, deal stage, engagement, etc)
  • Create and email template with 'bait'
    • Keep it short and sweet
    • Add a trackable link or attachment
      • Ideas:
        • Request for proposal
        • Buyer guide
        • White paper
        • RSVP link for calendar
        • Quotes
  • Send to your targeted prospect list
    • Use List Views
  • Use Email Analytics to see who is 'hot' and who is 'not'.

Automated Actions

  • 3 common scenarios:
    • When…
    • Deal stage changes
    • Recurring deal
    • Add a new Company, Person or Deal
  • Create a...
    • Task
    • A deal
    • Notification
    • To do template (a series of tasks)
  • Example Scenario: After I make a sale I...
    • Change deal status to closed
    • Ask Accounting to create/send an invoice
    • Email my support team to begin welcome onboard services
    • Notify my boss so she can track revenue


Helpful Support Articles related to video:

Congratulations! You're off to a great start in being more productive with your PipelineDeals account! Call us at +1 (866) 702-7303 if you have any questions.

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