The Automation Growth Engine

Learn about why automation is the future

Much of the content 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:

The Rate of Automation

is Changing the Working Landscape

The World Economic Forum predicts that 15% of the human workforce will be replaced by machines by 2025.

Another World Economic Forum prediction is that 50% of the workforce will need to be reskilled by 2025.

PWC predicts that by 2030 30% of jobs will be automated and this trend will accelerate during the 2030’s.

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.

Creating & Running Automatizer Processes

Automation Examples

Simple…

…when a lead is created, a task is created for the owner of the lead to reach out to the lead’s primary contact.

…automatically whenever a lead is created a task is created so that the lead owner is reminded to follow-up.

When a new lead is created a task is automatically created for the salesperson to call the primary contact.

When an appointment is scheduled with a priority (Class A) account, a task is created automatically for the salesperson to invite a colleague to the appointment.

When a salesperson creates a high priority task for a high priority (Class A) account their manager is automatically alerted.

When a mobile phone number of a priority (Class A) account is missing, a task is created to find and update the number.

Complex Automation Examples…

…if recipient doesn’t open the email, a reminder is sent.

…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

Sales Automation

Is it Replacing Us or Carrying Us Forward?

Read more about E-book

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 enablement “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.
Nikolaus Kimla CEO of Pipeliner CRMNikolaus Kimla, CEO at Pipelinersales, Inc.

Additional Resources