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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 ...

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 ...

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 ...

In our tradition of naming versions of our software after landmark works of science throughout the ages, our latest is named for Johannes Kepler. Kepler was a 17th-century mathematician, astronomer, astrologer and natural philosopher, and a leading light in the 17th-century scientific revolution. Kepler mathematically proved the earlier heliocentric theory of Copernicus—that the sun, not ...

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 ...

In our last article, we took up the fact that one type of CRM administrator acts as an architect of the CRM for the company. We’re going to now go into detail with the concepts this person needs to deal with in properly setting up CRM. Working Out Company Structure As described in the last ...

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 ...

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 ...