Pipeliner CRM Philosophy Wheel

We think it is crucially important to describe our philosophy because our customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business., our partner, the userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. engaging with us, should understand the underlying concepts that drive Pipeliner. If you understand the underlying concepts, it will empower you to make even better use of the software. Everything we do is visual—hence we have also created our philosophy wheel to better communicate our foundational philosophy.


As you can see, within the philosophical wheel there are three concentric circles. They demonstrate cause to effect, from the center to the outside. The outermost circle is companies, which is who we are ultimately affecting.

We assist companies in reducing their risk, and help them leverage opportunities. We aid them in becoming increasingly effective and efficient in their processes by empowering their team members to sell and to manage sales better. By doing so, companies can reduce operating costs.

We’ve designed 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. to be of such great impact because if it doesn’t positively improve things, then what’s the point of having it? It could be replaced like pretty much any other product today. That’s clearly not what we’re after—you would, obviously, never replace a product that is really helping you and your team.

We know this because we ourselves use Pipeliner for all our operations. It has replaced a large number of other applications of limited value—we manage everything with it.

Once you’ve tried Pipeliner, we think that you will do likewise. Why? Through doing so, you can reduce your costs dramatically. The efficiency you will gain from primarily using a single app will greatly enhance productivity while minimizing time, money and effort invested in training, updating, and constantly keeping track of many other systems or apps.

Age of the BuyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service.

The next circle in is The Age of the Buyer. This is so-called because the entire 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. has turned around from previous years when the salesperson had the majority of power and control. Enabled by the internet, today it is the buyer that has the power, and salespeople must address their needs and wants and pain points precisely if they want to make that sale. Only by operating effectively within the realities of the Age of the Buyer, can today’s salespeople reach and affect companies.

Sales Intelligence

To fully operate in the Age of the Buyer, one needs Sales Intelligence, which is the next circle in.

We are certainly not attempting to create or invent the subject of sales intelligence—there are literally hundreds of books on it. Rather we are aligning ourselves with the with the ideas around sales intelligence that already exists.

The whole point is to create a win-win situation for the buyer and the seller—where in previous ages perhaps it was often only the seller that won. Today it must be both, or the seller—as well as the product and service—has no sustainability.

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