Archive

Keep your CRM clean, your insights sharp, and your focus on winning what’s next..

Your CRM is your command center, but over time, it can get cluttered with inactive accounts, old leads, and lost opportunities. This creates noise that distracts your team and skews your reporting.

Pipeliner’s Archive feature is the professional solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. for managing the dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. lifecycle. It’s more than a simple delete button—it’s a strategic tool that lets you intelligently set aside inactive records, preserving their valuable data while keeping your active workspace pristine and focused.

What You Can Do With the Archive Feature

Here’s a look at how you can use the Pipeliner CRM Archive feature to take control of your data and unlock new insights.

Clean and Focus Your Active Views

Move inactive Accounts, Contacts, and Leads out of your daily view and into the Archive. This keeps your active lists, pipelines, and reports centered on the customers and prospects that matter right now, improving your team’s focus and efficiency.

• Declutter Your PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.: Ensure your sales team is looking at a real-time, actionable pipeline, not one clogged with overdue or dead opportunities.
• Improve UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Experience: Make it faster and easier for every user to navigate the CRM and find the information they need to do their job.
• Sharpen MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. Campaigns: Work from clean, relevant lists to ensure your marketing messages target the right audience every time.

Analyze the Past to Win the Future

When you archive a lost Opportunity, you’re required to select a “Lost Reason.” This simple step transforms your Archive into a powerful business intelligence library. Instead of just forgetting a loss, you can now analyze trends, understand competitor actions, and pinpoint weaknesses in your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology..

• Run Powerful Reports: Use the “Is Archived” and “Lost Reason” fields to build reports that give you a true understanding of your business.
• Inform Your Strategy: Discover if you are losing on price, features, or something else, and use that data to make smarter business decisions.
• Fuel Marketing ContentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences.: Provide your marketing team with the exact reasons deals are lost so they can create content that overcomes key objections.

Reawaken Opportunities with a Single Click

A past customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. is showing interest again? A leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. you thought was cold is re-engaging? The Archive makes it simple. Because archived records are preserved, not deleted, you can instantly reactivate them.

• Restore Full Context: When you reactivate an AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., Contact, Lead, or Opportunity, its entire history of activities, notes, and linked documents is restored with it.
• Enable Re-engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience. Campaigns: Use your Archive as a segmented list for targeted campaigns aimed at winning back past customers or re-engaging dormant leads.

Manage Your Data, Your Way

Pipeliner provides complete flexibility, allowing you to archive records in the way that best fits your workflow.

• Manual Archiving: Archive individual records with precision, perfect for strategic decisions on key accountsKey Accounts Key Accounts are whale spenders or VIP customers prioritized by sales reps and customer success; churn from these clients would be a detrimental loss to the company’s revenue..
• Bulk Archiving: Clean up your data at scale. Select multiple records from any list view and archive them all in one mass action—ideal for end-of-quarterQuarter Quarter is a three-month period in a company’s fiscal year commonly used to make comparative performance analyses, detect or forecast business trends, report earnings, and pay shareholder dividends. data hygiene.
• Automated Archiving: Set your data management on autopilot.

Power-Up: Put Your Archive on Autopilot with Automatizer

For the ultimate in efficiency, use our Automatizer add-on to create “set-it-and-forget-it” rules for a self-managing CRM. You define the triggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale., and Pipeliner handles the repetitive work.

Build processes to automatically archive records based on your business rules, such as:

• Condition: An Opportunity’s close date is more than 60 days in the past.
  • Action: Archive Opportunity and set Lost Reason to “Auto-Archived: Overdue.”
• Condition: A Contact has had no logged calls or emails in the last 180 days.
  • Action: Archive Contact.
• Condition: A Lead has been in a “Nurturing” stage for over 90 days.
  • Action: Archive Lead.