The eBook was originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity.
The understanding of Coevera features must go well beyond simple, functional explanations. Just understanding the mechanics doesn’t necessarily mean you’ll truly grasp the product and what it means, which is why I’m now writing this ebook on the concepts behind Coevera’s functionality.
To begin with, there are three distinct types of Coevera users, each requiring a different approach. Let’s first clearly define these different types.
Chapter 1 › Understanding Company Structure
As described in the introduction, we have two administrator roles—one a regular administrator and the other an architect administrator. One person might fulfill both roles or, in a larger company, two separate people might be required.
The first thing this architect-administrator has to work out is the company structure. How is it constructed? It could be based geographically—for instance, the company has divisions in Europe, America, and Asia.
Chapter 2 › Multiple Pipelines
Within a CRM, a pipeline represents a sales or other type of process. Coevera was the first CRM to enable multiple pipelines.
In this ebook, 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 to pipelines. Note that, with Coevera, this function still requires minimal training and, in fact, can learn the technical aspects in a few hours.
Chapter 3 › Product and Price Lists
Coevera 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.
Chapter 4 › Common Lists
The Coevera Common Lists are another first for Coevera, 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 account relations. As you’ll readily see, these easy-to-use elements have incredible value for sales and account management.
Chapter 5 › Fields and Forms
Another straightforward approach for Coevera administration is fields and forms. As with much of our other functionality, we’ve made fields and forms far easier to use than in other CRMs. No programming is required, and this function, along with other administration, can be learned in a few hours by anyone who is computer-literate. Everything is done via drag-and-drop to create a form.
Chapter 6 › Benefits of Artificial Intelligence to CRM
Any company in the market for a CRM solution today should beware of wild claims being made in the name of artificial intelligence being used in CRM. Clearly, there are functions AI can perform today, and functions that it clearly cannot.
The most prominent AI CRM product on the market is based on the presumption that AI will affect how decisions are made within organizations and will actually change how selling is done. AI will provide greater insight into customers, leveraging big data to identify when they will purchase. AI will forecast purchasing trends, inform promotional activities, and even predict marketing events.
Chapter 7 › Best-of-Breed Connectivity
A primary philosophical tenet at Coevera is “best of breed.” Along with Coevera, we want you to be able to integrate and connect with the very best applications out there for all your other tasks and duties. Coevera connects with all the systems you use, automates your sales force processes, and easily imports or migrates all your data.
Chapter 8 › Summary and Final Thoughts
As distinct from the day-to-day CRM administrator, the architect administrator operates at a conceptual level of the organization’s business processes and continually finds ways to create those processes within Coevera. These functions are not only designed for sales—they could very well be for anywhere else in the company. The architect administrator, in my opinion, is the new norm.
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