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Pipeliner’s Powerful Details and Forms
Blog / Pipeliner CRM / Apr 10, 2022 / Posted by Nikolaus Kimla / 117

Pipeliner’s Powerful Details and Forms

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Because of the sheer number of features we are regularly releasing (more than any other vendor in our space), we haven’t had the chance to spotlight two very powerful new features that came out with the last Pipeliner CRM release. Now we will—for you should really know about them.

Customizing Details

For every one of the entities viewable in Pipeliner—opportunity, account, contact, lead, task and activity—the user has always been able to view various entity details.

We have updated this feature and made it incredibly flexible. The user can now add or order details as they need to. For example, when viewing opportunities, it might be that the Pipeliner Feature called Buying Center, which graphically maps relationships within prospect or client companies, is very important to a user or a sales team. Therefore, the user can place the buying center high in the list of details, and it will show up on the right-hand side of the screen under “details” navigation.

Importance of Focus

Why is this feature important? Simply because preferences will be different for each user, team, or company. The more that Pipeliner provides flexibility, the more we provide potential preferences for users. In so doing, we’re helping users focus, as each type of user and team has a different focus and level of importance.

As we know, focus leads to efficiency. Efficiency, in turn, leads to productivity, and productivity leads to profitability.

Focus is important for clear guidance. With a focus on too many factors, attention becomes scattered and confused. Removing a few factors and trimming down the focus by changing the order of details brings positive focus.

The Right Tool

As we’ve said many times, the real magic behind efficiency is using the right tool, because without the right tool you can never be truly efficient. As an example outside of the digital world, if you try and use the wrong kind of hammer—say a sledgehammer—to put tiny nails in a wall for hanging pictures, you’ll do nothing but destroy the wall. One could hardly say this is effective, nor even close to being efficient.

Multiple Account Forms

The other feature we’d like to spotlight is the new functionality of being able to create different types of account forms. Different types of accounts can require different fields within forms, and now Pipeliner CRM users have this flexibility. This can actually lead to a whole new business model.

For example, if you have an account for a partner, you’re likely to have a different sales process requiring different fields. This would be a different account form from that of a regular customer. Or in another example, let us say one of your customer types is resellers, that too would require a whole different set of fields than a regular customer. You might even have different kinds of customers, say for different types of products, which would require different forms with different fields.

From Pipeliner’s administration backend, a Pipeliner administrator can customize different forms for different customer types under Fields and Forms. They can simply drag and drop the fields they need and place them in the forms.

Business Approach

Flexible Fields and Forms brings about a whole new business approach. Traditionally within CRM, there has been one data form for customers, and companies would add additional fields for different types of accounts. This would make for an awfully lengthy form, inhibiting focus and, therefore, efficiency and profitability.

Differing Actions

Within these different forms, you can create specifically directed cascading email campaigns with Pipeliner’s Automatizer feature. This would be impossible with one type of form—and now the options are endless.

With these specific forms, when an account manager reaches out to a reseller, for example, the account manager knows what kind of information they’ll need to obtain from that account. Likewise, when an account manager reaches out for a partner, they’ll have other types of information they’ll want.

Different types of actions can be accounted for in these different forms. Just as an account manager will want to obtain different kinds of information from different kinds of accounts, different types of accounts will require different kinds of information to be sent to them. You’d want to send reseller rules and regulations to resellers, but not necessarily to partners.

Take advantage of all our new features—and the many that are coming up this year—by adopting Pipeliner CRM. Start your free trial now.

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.

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