Productivity

There are generally endless documents associated with CRM for any company, for sales process stages, for opportunities, and more.

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.

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.

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

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.

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

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.

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.