PipelineDeals Introduces the Only Microsoft Excel Add-in Available in the CRM Market for Small and Midsize Companies

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First SMB CRM to include a new Excel integration to help growing firms save time and resources

PipelineDeals, the most adopted CRM among small and midsize businesses (SMB) announced a new Microsoft Excel Add-in – the only one available in the SMB CRM market – that saves time and resources for any user currently utilizing Excel for reports.

PipelineDeals CRM announced a new Microsoft Excel Add-in.

“Microsoft Excel is arguably one of the most powerful tools used in business processes worldwide and this integration delivers a solution that supports the needs of our small and midsize customers, saving them valuable time and resources."

PipelineDeals, the most adopted customer relationship management (CRM) software among small and midsize businesses (SMB), announced a new Microsoft Excel Add-in – the only one available in the SMB CRM market – that saves time and resources for users currently utilizing Excel for reports.

Used by half-a-billion people worldwide, Excel has been touted as Microsoft’s most important consumer product. According to industry research, proficiency with Excel is one of the most requested job skills.

PipelineDeals’ unique Excel Add-in enables a company to access its most important sales metrics within seconds without the need to manually recreate the views or charts with the most up-to-date data. With one click, users can export their saved PipelineDeals Lists into Excel to create sales dashboard with specific charts, graphs, and tables tailored to a company’s sales reporting needs. Once a chart is created, the Auto Update feature saves sales teams time by automatically updating the dashboard with any new data in PipelineDeals CRM. The Excel Add-in also enables instant access to the latest Excel files from anywhere.

“Microsoft Excel is arguably one of the most powerful tools used in business processes worldwide and this integration delivers a solution that supports the needs of our small and midsize customers, saving them valuable time and resources,” said JP Werlin, CEO and Co-Founder of PipelineDeals. “We offer this Excel Add-in because we continue to be dedicated to the needs of SMBs.”

As Microsoft ends support for legacy products, such as Excel 2007 – 2013, PipelineDeals aims to deploy the most up-to-date integrations that are focused on increased security, productivity, functionality.

“The PipelineDeals Excel Add-in makes it easy to understand more about your customers and opportunities and has increased ROI and productivity for every company we’ve seen use it,” said Andrew Amrhein, Senior Business Coach at Nolan Consulting Group. “Our customers can build custom reports and dashboards that serve their unique needs without having to learn new software or hire specialists. Even better, when sales teams see powerful reports, they're more excited about entering meaningful data in the CRM. It's a win all-around.”

About PipelineDeals CRM

Founded in 2006, PipelineDeals is the most adopted CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. PipelineDeals is built around an easy-to-use and customizable user experience, sales focused features, and leading customer support and service. Today more than 18,000 users in 60 countries use PipelineDeals to gain visibility into their sales pipeline to accelerate opportunities and close more deals.

Headquartered in Seattle, WA, PipelineDeals has made the annual Inc. 5000 list since 2014, recognized as one of the fastest growing companies in the U.S. For more information about PipelineDeals or to try a 14-day free trial, please visit http://www.pipelinedeals.com and engage with PipelineDeals on Twitter.

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Marissa Tejada
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