When setting up Pipeliner CRM from an administrator point of view there are some considerations that are more business-driven as well as some that are more preference-driven. Setting up your Unit structure is a key foundational element of Pipeliner CRM so make sure you map it out correctly from the start.
Units are a way of capturing your company structure — i.e. your internal org chart. Units (also called Sales Units) can represent sales territories, teams, even subsidiary companies within a group. They will affect everything from reporting to user rights.
A Sales pipeline (or process) is a precise expression of a company’s sales process. It consists of the individual steps taken by salespeople from the initial contact with a prospect to qualifying the prospect into a lead, further validating that lead into an opportunity, and following through the remainder of the sales stages to a close.
Activities in Pipeliner are Appointments (meetings that you have) or other day-to-day actions such as making phone calls or sending emails, these are known as Tasks. You’ll link Activities to your Leadsand Opportunitiesso you can keep track of the history of what’s already been done as well as your next planned actions.
Customizing Pipeliner with your own Price List & Product Catalog is very straightforward.
The Products/Services & Pricing offered by your company can be added to Pipeliner allowing your team to select the products, quantities, and pricing for their prospective sales (Opportunities) and even add specific custom information against each selected Product. Pipeliner can then sum the value of the Products selected and update the total value of the Opportunity in question (if you choose to).
Using Webforms To Create Leads, Accounts, & Opportunities
Gathering data from prospects or leads is made easy with Webforms & other tools!
The Pipeliner CRM Google Forms Add-On allows you to quickly capture sales leads, contacts, accounts, or tasks directly into Pipeliner CRM when a form is submitted by email, via a link, or from a website. The Web Clipper enables you to clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner