On a recent podcast, I was discussing digital processes with a guest and we agreed that while most companies had acknowledged the need to optimize and digitize many of their core processes, most had not gotten around to actually doing it.  The reality is when things are going well most people felt they could live with a little inefficiency and some manual processes without too much impact. Even before the current crisis, this was becoming less and less true because of the rapid pace with which business was evolving and the explosion of SaaSSaaS SaaS is an acronym for Software as a Service. technologies meant that the digital infrastructures of most businesses were growing at an almost exponential rate.

Now with the current pandemic upon us forcing many businesses to go virtual and ever more digital literally overnight, digital processes can no longer remain bottom of the “to do” list. The most obvious place to start with automating digital processes is the revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. end of any business because that is where the eventual recovery will be generated from. In other words, companies need to ensure that their CRM system is setup to be the operating system of their business and that it is optimized for efficient use by salespeople. As we know CRM adoption has always suffered given the complaints that salespeople have about manual work and 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. entry while at the same time sales management complains about sporadic use and lack of consistency by those very same salespeople.

At Pipeliner, our mission has always been, and remains, the development of the most effective sales CRM and over the years we have steadily addressed many of the issues that users had with legacy systems or superficial solutions. We have led the industry with the visual nature of our 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. combined with an unrivaled process engine and have experienced adoption rates that have amazed our customers. But just like any other truly pioneering solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges., we never rest on our laurels as we know there is always more we can do to make Pipeliner CRM the operating system of more and more businesses.

To this end, we have released a “no-code” automation function called Automatizer with a point-and-click interface to allow Pipeliner customers to create automated processes within the CRM. One of the greatest challenges in Sales is the number of variables, data points and inefficient processes that can slow down and impact the sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers.. Resulting in lost productivity and worse, lost sales! Now with the use of conditions and triggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., many of these processes can be improved and automated allowing everyone in sales to focus on more high-value activities while increasing efficiency, focus, and output.

Some of the ways the Automatizer workflow automation drives greater efficiency is by:

  • Scheduling tasks
  • Triggering alerts
  • Automating emails
  • Reducing human error

Pipeliner will be bringing even more automation features and capabilities to Automatizer in the coming quarters as part of its commitment to being at the forefront of enabling much needed digital processes.