“Most people spend more time and energy going around problems than in trying to solve them.”

Henry Ford, Legendary Car Maker

Backend Administration

Account Management for backend administration

UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Roles, Units, and APIs

  • Provide different levels of user access with User Roles

  • Templatize the different User Roles for ease of setup

  • Define groups within your organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). using Units

  • Units can represent sales territories, teams, or even subsidiaries

Field-Level Security

Another area in which roles are impacted is field-level security—some roles will require access to certain fields, while others will need to be restricted to read-only or no access at all.

Examples of useful fields

  • Lookup Field enables a user to utilize a field that is in one area for another area. For example, you find that a particular field is only available in Opportunities, but you want to use it in Accounts. From Accounts, you could “lookup” the field in Opportunities and use it in Accounts.

  • A Rollup Field allows you to summarize dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. from several other fields into one. For example, the gross amount of revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. from several different sales reps pulled into one Rollup Field.

Field-Level Security


Automatizer is a workflow engine, through which any user can set conditions and triggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale. to automate processes. It allows everyone to engage in higher-value activities, increasing efficiency, focus, and output.

To learn more visit the Automatizer site

ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. Catalog and Product Line Items

In accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. management, you’re going to want to show what kinds of products and services your company is selling to particular accounts. Pipeliner Product Catalog and Product Line Items functionality provides for this.

Learn more about Product Catalog and Line Items

Frontend User Interface

customizable account view

Account View

Another feature that is unique to Pipeliner is the customizable account view. With user rights, you can provide different account views to different roles. Users then only have the information they truly need, instead of extraneous data that would only confuse them.

Learn more about the Account View

Compact View

The Compact View — unique to Pipeliner — provides an immediate account overview. It contains the minimum amount of information you need to understand an account.

We made it completely customizable as the information required for an account can vary widely from organization to organization, and even from role to role.

matrixes view in account management

Account Matrixes

The Account Matrix view is invaluable for Account Management, allowing the user to visualize key metricsMetrics Metrics  are quantities that are measured and used to: for building and maintaining effective relationships.

For example:

  • Customer SuccessCustomer Success Customer Success is a proactive mindset, function, department or strategy commonly adopted by B2B companies to optimize business with customers, reduce churn rate, drive profits and increase the predictability of recurring revenue. users could choose to display accounts based on their total won opportunity value, and the number of days or months until renewal.
  • The Sales team might want to prepare their account plans based on account class and annual won revenue.
  • Account Managers might want to see how many days have passed from the last contacted date by account class to prioritize their calling plans.

White Space

With this kind of detailed visual information, you can then begin to formulate real account management strategies.

  • Look at your most important customers

  • See what products & serves have been sold to them

  • Use filters to drill down into the details

  • Visualize the data in a graph

  • Track the history of what was sold and when

  • Add in other products sold to that same customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. and compare

  • Utilizing the filter add other similar accounts with similar revenue, industry, or account class

  • Expand the graph, & compare to other accounts that you sold the same products to

account management white space
Org Chart

Org Chart

relationship graph view for accounts

Relationship Graph

Map networks and relationships that you need to be aware of, such as…

Buying Center

The Buying Center is similar to the Relationship Graph, except that it’s used for individual opportunities. For each opportunity, the salesperson can visually layout all the relationships related to a particular opportunity, and how they influence that opportunity.

Within account management, the Buying Center can be used to see how different opportunities have been influenced within an account, and by whom.

To learn more about the Buying Center click here

Buying center


Create your own custom views using four tabs…

Provides dropdowns and checkboxes for elements you want to see or exclude from your current view.

Allows you to view only items you own or items owned by your sales team, or those items that are within your sales unit.

Provides the ability to select or query the system to only show you certain factors in your current view (eg: In the Opportunity menu, you can filter all Opportunities that are expected to close this month).

Provides the ability to select the type of target you would like your PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. to be based on, as well as over what period of time, and to set an overall target goal.

Project Management

Integrate project management with account management! This tool provides you with an overview of all projects, from which you can drill down into individual projects. Within each project, you can view individual contributors to the project, their particular tasks, and how far they’ve come to completion.

Project management tools

“There is only one boss. The customer.”

Sam Walton, Legendary Entrepreneur

Additional Resources