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.
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.
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.
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
- line items