Digital transformation has particular meaning for today’s companies. It’s an environment in which an organization’s departments work together instead of existing in completely independent silos
Data security is a prime concern today, any company in the market for a CRM solution will have questions. Here are answers to specific questions many have about data security in Pipeliner CRM.
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.
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.
We go cover the concepts of the roles each CRM administrator as a CRM architect will need to understand to properly set up CRM.