Streamline your data management process with the CSV Online File + Pipelinedeals integration

A CSV file is a type of file used to store your contacts data from different sources, such as your email marketing software, CRM, etc. For example, by downloading a CSV file of your leads, you can upload these data on other tools in order to better manage your follow up and sales processes. CSVs contain information separated by commas, saved in a .csv format.

CSV files can be used with any spreadsheet program, such as Microsoft Excel, Open Office Calc, or Google Spreadsheets. However, with CSVs you can’t define or save cells, columns, or rows. Moreover, you can’t save formulas.

CSVs are also used for managing ecommerces for importing and exporting product, customer, and order information.

Pipelinedeals is a complete solution that combines a CRM software and a Sales Productivity platform. It is suitable for businesses and organizations that want to monitor all the team activities, from sales to marketing, including events and tasks. The main goal of Pipelinedeals is speeding up the sales cycle, providing a suite of advanced tools to develop relationships with customers.

You can also create automated workflows to support your sales pipeline and increase the sales velocity, keeping track of all the activities. Businesses that wants to create long-lasting relationships with their customers, need to keep track of any activities and deal progress, in order to create accurate sales forecasts.

Pipelinedeals offers a powerful sales pipeline management system, that also provides detailed information about deals, including pipeline volume and sales velocity. With a huge quantity of customizable fields, for both deals and contacts, Pipelinedeals perfectly suits the needs of almost any businesses. The advanced lead management system allows you to build strong relationship with your leads and understand from where you best leads came from.