Pipeliner CRM philosophy wheel

This is the Pipeliner Philosophy Wheel. It visually illustrates the people, processes, and technology philosophy that drive Pipeliner. We are the only vendor that so fully incorporates these fundamentals.


When all is said and done, people are at the start of everything. People are the very heart of a company—administration people, marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. people, salespeople, C-level people, accounts people, and all the rest.

As many have pointed out, we’re currently moving through an age of transformation. That means people must be able to transform and be equipped and empowered. They must be led, and view the change. If these things don’t happen, your company won’t make it. From our company, we’re assisting you through this transformation by focusing on sales, sales leadership, and C-level.

If you look back over our materials, you’ll find much about salespeople. We began by labeling them as “salespreneurs”—entrepreneurs within the enterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.. With our Network Selling model, we have even laid out complete guidance for the needed mindset of change for salespeople.

The wheel clearly demonstrates our belief that everyone, in the long run, is impacted by positive psychology. If you look into the Network Selling model, you’ll see the requirements for self-esteem and business acumen, the approach of confidence in the salesperson’s 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. and company. If you follow the Network Selling model, you will find yourself changing, as the result of this model is a win-win for both the salesperson and the customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.. Today we all need deals in which both sides win. One side or the other winning too much means that a real customer relationship will never come to pass.

Through the win-win of Network Selling, we are placing the “R” (for “relationship” back into C”R”M. That “R” had all but disappeared through the technical-only approach taken by most CRM applications. What kind of relationship is that?

We thoroughly believe in learning from the agents of wisdom who came before us—clearly evident in the philosophy wheel. These were like people who preceded us in a relay race and handed us the baton which we have carried on. As a society, we should embrace all of the giants who came before us—in art, music, literature, technology, business, and every area of endeavor.

Luminaries such as Dale Carnegie and Zig Ziglar have passed sales wisdom down to us. Such pioneers brought tremendous value to sales teams. We certainly cannot toss away what they’ve taught us with the claim that we know better. It’s just not true.


Processes make up the second part of the Philosophy Wheel.

The journey people are always making together is what makes up a company. They have a common goal on which they are constantly collaborating. Without that collaboration, no goal could be reached.

It is the constant optimizationOptimization Optimization is the process or act of altering a system, design, or procedure such that it 1) attains full functionality or efficiency, or 2) generates maximum output, benefit, or impact. of that collaboration that makes for the elimination of factors that are faulty or that don’t work. Such optimization happens through a system or a process. Processes mean that everyone will be more productive, and will continue to succeed.

Everyone of us seeks to grow throughout our journey. People not only grow as themselves through processes but so do whole areas of a company and the company itself. Growth is not only measured financially—it should also be measured in deeply reaching your customers, employees, and even society with your products and services. This is all done through processes.

You have no continuous optimization, however, if processes are not efficient and effective. The one factor that separates human beings from all other life on this planet is that human beings make progress. Animals and plants do not. Humans, however, create processes and constantly optimize them. This even happens on the last day before a person dies.

We have taken from those who clearly defined processes for us, as can be seen in the Philosophy Wheel. A fine example is Austrian management consultant, author and educator Peter Drucker, who said, “If you can’t measure it, you can’t manage it.”


Technology would be our final section.

The cloud version of Pipeliner CRM is our current technology, and is built upon the future proof-of-concept. Why? Because we are working within the teeming science of open source, upon which we are entirely based as a company. For instance, Pipeliner CRM runs on the Ubuntu operating system. We utilize PostgresSQL as a back-end database, Python programming language for our front end, AngularJS front-end framework, and many other open-source elements.

We have total confidence in the future, thanks to open source. In the last four years, the open-source community has grown from 23 million to over 100 million programmers. This is incredibly exponential growth. At Pipeliner, we continue to build on this positive possibility which allows us to scale unbelievably.

A digital transformation is occurring throughout society, well beyond Pipeliner. It is governed by the cybernetic principle of simplicity, which we thoroughly believe in and follow, which tells us that complexities must be made into simplicities. For us, we’ve achieved simplicity through our totally visual approach.

We constantly update and upgrade our product through continuous improvement and iterations.

No other CRM has achieved what we have. We’re the first and only CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. to include robust lead generationLead Generation Lead Generation is a set of activities aimed at generating interest around a product or service through methods such as 1. content marketing (blogging, podcasts, free downloads); 2. advertising (PPC, banner ads, Yellow Pages, sponsoring an event); 3. referrals (recommendations from existing customers and other people); 4. outbound marketing (cold email, cold calling), and 5. partnerships (joint ventures, affiliate marketing). and 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 in one single system. That is why we believe we are the leader in the industry.

In addition to our completely unique product offering, we have a mission to provide salespeople with additional knowledge so that they can maintain the right mindset. We developed a potent digital knowledge platform called SalesPOP, through which salespeople can take advantage of the advice of thousands of experts, enhancing their efficiency and productivity.

We sincerely hope that your company will become transformed by this information, as ours has been.