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 userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. rights.

Each user of Pipeliner CRM has access rights that are based on a User Role. The specific User Role acts as the security framework to determine what they can access in Pipeliner.

A Sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process. (or process) is a precise expression of a company’s 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.. It consists of the individual steps taken by salespeople from the initial contact with a prospect to qualifying the prospect into 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., further validating that lead into an opportunity, and following through the remainder of the sales stages to a close.

Sales Action fields added to Opportunities allow you to enforce your sales process by requiring your users to enter 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. but only at the relevant stage of the Opportunity pipeline.

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 Leads and Opportunities so you can keep track of the history of what’s already been done as well as your next planned actions.

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).

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 LinkedInLinkedIn LinkedIn is a social network for the business community. & create contacts, accounts, opportunities & leads in Pipeliner

Pipeliner provides a number of different ways of doing this from using our native integrations or using third-party tools like Zapier or Tray.io or you use our API to build your own integrations.

The first thing you should do is ensure that everyone has their email system (Outlook or Gmail) setup & working with Pipeliner & they are using the Outlook or Gmail Add-in.

Pipeliner’s no code, workflow automation engine The Automatizer will make a huge difference to your business. Now you can automate routine or repetitive tasks and allow more time for selling!