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The 4 Steps of RevOps Future

The 4 Steps of RevOps Future

Sales Management / Oct 22, 2021 / Nikolaus Kimla

We have shown, throughout this series, that the new function known as RevOps—revenue operations—is uncannily similar to Pipeliner CRM. Both were created to bridge departments that previously existed in their own silos. Let’s now talk about the future of RevOps—where it is going. Risks and Benefits of Centralization RevOps certainly means data centralization. There can ... Read More

The Holistic Data View from RevOps

The Holistic Data View from RevOps

Sales Management / Oct 14, 2021 / Nikolaus Kimla

This is the next article in our continuing series on RevOps—revenue operations—and how Pipeliner CRM equates with RevOps. We quoted renowned management consultant and author Peter Drucker in our last article: “You can’t manage what you can’t measure.” Carrying on from there, you can only measure something when data is not manipulated and is complete, ... Read More

RevOps—If You Can’t Measure It, You Can’t Manage It

RevOps—If You Can’t Measure It, You Can’t Manage It

For Sales Pros / Oct 8, 2021 / Nikolaus Kimla

There is often-discussed topic today—some might say it’s even a buzzword: “RevOps.” It is short for “revenue operations,” and it is defined as “the strategic integration of departments to provide a better end-to-end view to administration and management. Its holistic approach is designed to break down silos between departments.” The word “silo” here refers to ... Read More

Pipeliner Concepts—Where We’re Going

Pipeliner Concepts—Where We’re Going

All About CRM / Oct 1, 2021 / Nikolaus Kimla

In this Pipeliner Concepts series, we’ve covered the basic concepts of Pipeliner CRM, as opposed to simply the technical details. In this final article, let’s touch on the crucial points of Pipeliner CRM, and CRM in general, for the future. Overcoming Silos Throughout this series we highlighted a new type of CRM administrator—the architect administrator. ... Read More

Concept Series—Fields and Forms

Concept Series—Fields and Forms

Pipeliner CRM / Sep 24, 2021 / Nikolaus Kimla

As we continue our series on Pipeliner concepts, we’ll now take up another straightforward approach for Pipeliner administration: fields and forms.  As with much of our other functionality, we’ve made fields and forms far easier than other CRMs. No programming is required, and this function, along with other administration, can be learned in a few ... Read More

Pipeliner Concepts—Common Lists

Pipeliner Concepts—Common Lists

All About CRM / Sep 18, 2021 / Nikolaus Kimla

Next in our series on Pipeliner concepts, let’s explore Common Lists. The Pipeliner CRM Common Lists are another first for Pipeliner CRM, and no other vendor has anything like them. They are directly correlated to putting the “R” back in CRM. The Common Lists include elements relating to account hierarchy, sales roles, contact relations and ... Read More

Pipeliner Concepts—Product and Price Lists

Pipeliner Concepts—Product and Price Lists

Pipeliner CRM / Sep 9, 2021 / Nikolaus Kimla

Continuing our series on Pipeliner concepts, let’s now look its completely unique product and price lists feature. Pipeliner is the only CRM offering that allows you to create an extremely flexible product list—one in which you can attach products to different pipelines and product lines. Categories To start with, you need to create product categories ... Read More

Pipeliner Concepts—Multiple Pipelines

Pipeliner Concepts—Multiple Pipelines

Pipeliner CRM / Aug 20, 2021 / Nikolaus Kimla

Within a CRM, a pipeline represents a sales or other type of process. Pipeliner CRM was the first CRM to enable multiple pipelines within CRM. In this series, we’ve been discussing the functions of a different type of CRM administrator, called the architect administrator. This is the person who helps create processes and adapts them ... Read More

Pipeliner CRM—The Concepts Behind the Features

Pipeliner CRM—The Concepts Behind the Features

Pipeliner CRM / Aug 6, 2021 / Nikolaus Kimla

The understanding of Pipeliner CRM features must go well beyond simple, functional explanations. Just understanding mechanical functionality doesn’t necessarily mean you’ll really grasp the product and all that it means, which is why I’m now writing this series on the concepts behind Pipeliner CRM functionality. To begin with, there are three distinctly different types of ... Read More

Win Together—Core Principles

Win Together—Core Principles

Leadership / Jul 30, 2021 / Nikolaus Kimla

In wrapping up this series on Win Together, let’s explore its core principles. 1. Peace Needless to say, the world has changed drastically, especially in the last 50 years. But let’s go back 2,000 years to ancient Rome. If someone wanted to send a message from Rome to Jerusalem, it would take at least a ... Read More

Winning Together from an Employee View

Winning Together from an Employee View

Sales Management / Jul 16, 2021 / Nikolaus Kimla

As we continue our series on “win together,” let’s take a look at the fact that a major characteristic of winning together is the overcoming of one particular fear: the fear of transparency. Some employees fear that if they and their functions are fully transparent, they will be “seen for who they are” and easily ... Read More

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