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Pipeliner CRM: What You Love, You Use
Putting the Relationship Back Into CRM
What You’ll Learn In This Episode of The CRM Sushi Podcast…
Nikolaus Kimla, founder of Pipeliner CRM
Past guest on The Sales Podcast episode 439
The first and only CRM today in the SMB space that has the key account management embedded
Three inner and three outer rings
API
Automatizer: sales and marketing automation is the key
Backend Functions
Activities
Outer
Project Engine
Key Account Management
Reporting Engine
Analytics Engine
Salesforce Automation
Reduce the repetitive tasks
No coding, just drag & drop
Worked for Apple in Europe
Brought Apple to the universities in the 80s and had the first computer-to-computer networks
Has spent four years to make the drag-n-drop features easy
The typical salesperson needs to focus on leads and activities
Multiple pipelines available
View as a map overlay feature
View as a list
View in a compact form
Drill down and see the hierarchy/org chart
View as a bubble chart
View deal velocity
Great tool for both the hunter and farmer, i.e., account management salesperson
“Add to Comparison”
Products
Categories
Find accounts where you can upsell, cross-sell
The Navigator is where you start your day
Ready to qualify
Ready to move
Old Leads
Lazy Opportunities
Tasks
Missed Close Date
Velocity Issues
The Largest Open Opportunities
Everything starts with a Lead
Chop it up into targeted Lists
Send email broadcasts and see reports
Sent
Opened
Clicked
Call from browser is integrated and included
Sidebar for Outlook and Gmail
Create Reports on the fly
Customize with fields
Create charts from reports
Schedule reports to update and be sent to you regularly and automatically
What you love, you use.”
The UI is engaging
Email history is saved inside the CRM
Watch Previous Episodes of The CRM Sushi Podcast
Links Mentioned In The CRM Sushi Podcast
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