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What does digital transformation mean for today’s companies? It’s an environment in which an organization’s departments work together instead of existing in completely independent silos. Since it does encompass the whole company, digital transformation must be initiated at C-level and come from the top down. In an example of how the digital transformation has been ...

Today, any company seeking a CRM solution will have questions about data security, simply because data security is a top concern. Here are answers to specific questions many have about data security in Pipeliner CRM. Limiting Data Access In Pipeliner, data access can be limited based on numerous factors such as types of users, groups, ...

There are now several Cloud providers available, in addition to Amazon Web Services (AWS). At Pipeliner, we chose to go with AWS over a decade ago and have remained with them ever since. Why have we done so? Continuing in our series on Pipeliner CRM security, here is our path and reasoning. Original Data Center ...

There are many IT security concerns in the world today. This is why we’re starting a new series of articles detailing why, when it comes to CRM, you need not have such worries with Pipeliner. Trust To begin with, a critical factor is trust. Who can we trust today? Trust is a word that is ...

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 ...

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, ...

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 ...

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. ...