Why Is The Automatizer So Cool?John Golden2021-06-09T22:10:35+00:00
The Automation Growth Engine
Learn about why automation is the future
Much of the contentContentContent refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. is taken from the ebook that you can download here, which is supplemented by other content such as videos, blog articles, and more. All of this content will help you to get started on your automation journey.
On this page we introduce you to why automation is so critical:
According to Forbes Magazine, robots aren’t replacing jobs. They’re simply removing repetitive activities that were once part of certain jobs, freeing up human workers’ valuable time to focus on more important, dynamic work.
The Automatizer is Pipeliner’s contribution to allowing companies to automate many of the routine, low-value tasks employees are performing manually and thus allowing them to focus on higher-value activities.
What is the Automatizer?
The Automatizer is a workflow automation tool that is the heart of CRM of the future. It is the hub around which everything else revolves. Like a wheel has spokes, many functions radiate out from this Automatizer hub.
Automatizer is a “Point & Click” automation tool designed to help you easily and graphically build your organizationOrganizationOrganization 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.).’s processes into Pipeliner. No complex language or coding is required!
Automatizer processes can be fully automated or manually triggered by the userUserUser means a person who uses or consumes a product or a service, usually a digital device or an online service. for complete flexibility!
TRIGGERSTriggersTriggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale.
Simply identify what action will trigger a process such as a new record being created or even more granular such as when a field is updated.
Conditions are what happens when you trigger a process – e.g. if a field is updated to a specific value then this executes one (or more) Actions. You can have multiple conditions in a process.
…when 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. is created, a task is created for the owner of the lead to reach out to the lead’s primary contact.
When an appointment is scheduled with a priority (Class A) 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., a task is created automatically for the salesperson to invite a colleague to the appointment.
…once the recipient opens the email, a second email is sent.
Pipeliner CRM includes a number of ready-made templates that can be customized to anyone’s needs. All of Automatizer emails are personalized. NOTE › You can Cut & Paste images and text for use in processes plus you can Cut & Paste a whole process and add it to another process.
Getting Started With Automation
Is it Replacing Us or Carrying Us Forward?
In this ebook, Nikolaus Kimla explores how automation will empower the human aspect of life, not lessen or remove it.
People are smart to question the future of automation, for it has become part of everything we do. With the number of applications and technology around us, we yet still crave more.
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.