Blog Post

Why Pipeliner CRM Counts on AWS for Security

At Pipeliner, we chose to go with AWS over a decade ago and have remained with them ever since. Why have we done so? Continuing in our series on Pipeliner CRM security, here is our path and reasoning.

By |2023-11-13T09:32:33+00:00November 4th, 2021|Categories: Administration, Blog Post, Sales Management|0 Comments

Where Are We Going? Pipeliner Concepts

Through this series we’ve called Pipeliner Concepts, we’ve gone over Pipeliner CRM’s basic concepts, as opposed to simply listing out its technical details. In this final article, let’s touch on the crucial points of Pipeliner CRM, and CRM in general, for the future.

By |2023-11-13T10:18:12+00:00September 30th, 2021|Categories: Blog Post, Productivity, Sales Management|0 Comments

The Concept of Fields and Forms in Pipeliner CRM

Pipeliner CRM concepts, let’s now look at yet another remarkably efficient Pipeliner administration approach: fields and forms.

By |2023-11-13T10:16:55+00:00September 23rd, 2021|Categories: Blog Post, Productivity, Sales Management|0 Comments

The Concept of Common Lists in Pipeliner CRM

Another first for Pipeliner CRM, no other vendor has anything like the Common Lists. They are directly correlated to putting the “R” back in CRM.

By |2023-11-13T10:18:19+00:00September 18th, 2021|Categories: Blog Post, Productivity, Sales Management|0 Comments

The Concepts of Product and Price Lists Within Pipeliner CRM

As we continue our series on Pipeliner concepts, we’ll now cover another totally unique function: product and price lists.

By |2024-01-31T16:31:24+00:00September 8th, 2021|Categories: Blog Post, Productivity, Sales Management|0 Comments

The Concept of Multiple Pipelines Within Pipeliner CRM

A sales process, or other types of process, is represented within CRM as a pipeline. Pipeliner CRM was the first CRM to enable multiple pipelines within CRM.

By |2023-11-13T10:21:09+00:00August 19th, 2021|Categories: Blog Post, Productivity, Sales Management|0 Comments

An Understanding of Company Structure—Pipeliner Concepts

CRM administrator will act as a CRM architect for the company. We’ll now cover the concepts a person will need to understand to properly set up CRM.

By |2024-03-25T19:26:31+00:00August 13th, 2021|Categories: Blog Post, Productivity, Sales Management|0 Comments