Why Pipeliner CRM Customers Should Integrate Email RIGHT AWAY
Lately, we’ve been observing that many Pipeliner customers have yet to take advantage of the powerful email integration features available in Pipeliner CRM.
Introducing Powerful Document Management—from Pipeliner CRM
There are generally endless documents associated with CRM for any company, for sales process stages, for opportunities, and more.
Pipeliner CRM—New Flexible Details and Forms
Pipeliner CRM regularly adds more features than any other CRM on the market. As a result, we don’t always have the chance to spotlight every new feature.
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.
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.
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.
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.
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.
An Understanding of Company Structure—Pipeliner Concepts
We go cover the concepts of the roles each CRM administrator as a CRM architect will need to understand to properly set up CRM.