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Pipeliner Concepts—Product and Price Lists
Blog / Pipeliner CRM / Sep 9, 2021 / Posted by Nikolaus Kimla / 295 

Pipeliner Concepts—Product and Price Lists

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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 into which all of your products fall. Pipeliner allows you to create these different categories, making products easier to find.

Product Lists

Once you’ve created categories, you can then organize the products you have in your system.

Products can, of course, be assigned descriptions and SKU numbers. Plus, Pipeliner allows you to easily import and export products from your lists. This can also be done over APIs.

The most important point for you to consider is that products can then be correlated with the different pipeliner processes to which they apply. A product may apply to all pipelines, or perhaps only to one specific pipeline. It can also happen (and often does) that different company divisions have separate product lines.

Back in the earlier days of CRM, there was only one pipeline available. This was because many companies corralled salespeople into a single sales process. For Pipeliner, this was conceptually the most significant barrier we had to overcome because a salesperson is not selling a process, but a product. Hence, (as we covered in our previous article), we created multiple pipelines, to which products could be assigned where they actually applied.

To provide a real-world example, do you think General Electric (GE) only has a single sales process for their entire product line? Clearly, there is no chance that a jet engine would have the same sales process as a medical device.

Price Lists

Once you have your products categorized and listed, you can then create price lists. A price list can be created and edited at any time.

For each product, you can customize forms and fields for flexibility.

You can also set up product line items so they can be instantly associated with particular opportunities.

To summarize, Pipeliner CRM allows flexible and rapid product

  • categorization
  • organization
  • price-lists
  • line items
About Author

A 30-year veteran of the computer industry, Nikolaus has founded and run several software companies. He and his company uptime iTechnology are the developers of World-Check, a risk intelligence platform eventually sold to Thomson Reuters for $520 million. He is currently the founder and CEO of Pipelinersales, Inc., developer and publisher of Pipeliner CRM, the first CRM application aimed squarely at actually empowering salespeople. Also a prolific writer, Nikolaus has authored over 100 ebooks, articles, and white papers addressing the subjects of sales management, leadership and sales itself.

Author's Publications on Amazon

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A common term in sales today is EQ, which stands for “emotional I.Q.” It means the skill a salesperson has in reading emotions and utilizing them in sales. It means empathy and a number of other abilities. The short version is, it’s an I.Q. when…
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Today the Internet has transformed a seller's market into a buyer's market and author Nikolaus Kimla states that the role of sales has never been more crucial. It is now time to give salespeople the role they factually can play: entrepreneurs within the enterprise. They…
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This is our public declaration of the intentions behind Pipeliner, and our objectives and motives for the product and for our company. Behind the development of that CRM application and, in fact, behind everything we do, we have a real cause. The story begins with…
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For the future, there must be a perfect balance of humans and technology. You have to have the perfect technology, andthen the perfect human being in application, performance and presentation. Today and into the future, it’s a 50-50 balance. In the past it was perhaps…
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