Manual process creation is functionality unique to Pipeliner CRM
Why are Manual Processes so Powerful?
Manual processes allow complete flexibility & a holistic view of a record
Not dependent on other factors being completed before it is used
UserUserUser means a person who uses or consumes a product or a service, usually a digital device or an online service. can create a workflow directly within a leadLeadLead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity., opportunity, accountAccountAccount 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. or contact
Manual processes can be activated with a single click
Manual process functionality is unique to Pipeliner CRM
Click “Start” to choose the record to trigger – in this case, “Opportunity” – and you want to trigger this process Manually and assign it to the Direct SalesDirect SalesDirect Sales is the method of selling a product or service in a location other than the associated retail stores or offices, wherein the seller personally engages a prospect in a physical or face-to-face environment such as a home or a cafe. team:
Here we set some conditions for the process such as it must be a Direct Sales pipelinePipelineSales pipelineis a visual representation of the stage prospects are in the sales process. opportunity & must have a value of $10k or more:
In this example, we want to alert the sales managerSales ManagerSales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople. that a Key Account Management process has been activated for an Opportunity:
When you select an individual record you will see the Automatizer button on the menu. There you see what manual processes are available. In this example, from the Opportunities menu, you see the Key Opportunity Management Process in the Automatizer menu:
The “Recent Executions” tab is where you see all the manual processes that have been attached to this record:
The Heart of CRM!
Today we need different technology, one for the purpose of automating as many repetitive tasks as possible. It must be as simple to pick up and use as Excel. This is why Automatizer, the heart of CRM of the future, was created. It is the hub around which everything else revolves. Like a wheel has spokes, many functions radiate out from this Automatizer hub.
And also like Excel, Automatizer can be used for more sophisticated tasks. It is not only useful for automating the simpler daily repetitive activities but for more complex work, it allows you to regularly assemble dataDataData 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 multiple touchpoints and summarize or otherwise analyze or utilize it.
The Only Efficient CRM for the 2020s and the future!
How important is CRM in this digital age?
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There certainly is no sales enablementSales EnablementSales Enablement is a strategic process that provides a company’s sales professionals with tools, technology, training and other resources that improve their performance at customer engagement and at generating value for all stakeholders in the sales process. “magic bullet”—you utilize it and bang! instant results! People today will jump on any train when they hear it will bring immediate positive painless change—even as they know there is no such thing. It’s like trying to win a gold medal without doing any training, even though you know that can never happen.