Automatizer Ebook cover

Automatizer: The Revolution for CRM

It’s no secret that the covid19 pandemic has pushed the digital world many years ahead—I would say at least 5 years, perhaps even more. We now see (whether you believe it or not) that with the “3rd wave” of covid19 we need to prepare ourselves for this to be an ongoing situation. The pressure to have a digital strategy is now crucial, and I would say it’s impossible to function as a business if you don’t have one.

The pandemic has caused a transformation in society that is changing everything we do, and how and why we do it. We see these changes in how we produce, how we consume, in transport and endless other sectors. A primary change that has come about is in the way we communicate. Zoom rapidly transformed from a company no one had ever heard of to a world brand. It’s the platform through which much business is conducted and schooling is even done.


Let’s take a look at the crucial role that CRM is playing in this transformation, and why Automatizer is, for the future, the core of our CRM 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..

In a recent article I was discussing the need, throughout time, to reduce and eliminate repetitive tasks. But in fact, it’s not so much about reduction, because the word “reduction” is somewhat negative. It’s more the need for support in such tasks. Above we were discussing efficiency, and efficiency is how you optimize work. When you’re at home and you have multiple processes, optimizationOptimization Optimization is the process or act of altering a system, design, or procedure such that it 1) attains full functionality or efficiency, or 2) generates maximum output, benefit, or impact. is difficult when you have to do everything manually.

For the first time in this technology movement we’re in, we now have a system with which someone can automate many different processes. We’ve created an engine for this purpose, that becomes the center of CRM technology. Almost anyone can configure and use it.

The Problem Being Solved

In many ways, Automatizer is the next in a very long line of time and labor-saving devices going back to the beginning of time. Just one example is that somewhere sometime back, somebody got sick and tired of having to wash dishes after every meal, and decided to invent the dishwasher. Another task people became weary of—washing clothes—resulted in the washing machine. When buildings became higher and climbing stairs became too much of a chore, the elevator was invented.

It’s a similar situation today. There are many tasks performed as part of sales that rob the salesperson of value, simply because these tasks could be automated. Such tasks are not only boring, but any intelligent person would ask, “Why do I have a computer? Why isn’t the computer doing this?” As an example, copy-paste was one of the core concepts for the Macintosh computer. It’s now everywhere, and we’ve become very used to it. But if someone performs copy-paste 100 times a day, they would rightly think, “Why can’t the computer do that? It’s a waste of my valuable time.”

Not to Replace Humans

We are definitely becoming wiser with the way we utilize technology. We’re using it to remove repetitive work that normally hinders people in building relationships. That is the heart of automation—it should not replace people, but should free people to pursue their actual purpose, whatever that may be. People were not made to perform repetitive tasks; they become depressed, angry, or upset when they have to do the same thing over and over.

We’re now living in a world where technology can take over simple or complex repetitive tasks, which in fact technology can perform much better than humans. Machines never make mistakes, they are never sick, they work 24/7, and don’t require vacation pay.

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Additional Resources

ebook cover the pipeliner mission win together

This ebook is on the subject of “Win Together.” It falls under the same context as“win-to-win” described in my book Network Selling: Guarantee Success for the Digital Age. Today, this aspect of sales is more important than ever, and must also be part and parcel of CRM solutions.

“For some years I’ve been saying that, as a society, we’re in the midst of a transformation. Given what’s happened in the last couple of years, there’s no one left who is disagreeing with me! It’s become very obvious.”

Nikolaus Kimla CEO of Pipeliner CRMNikolaus Kimla, CEO at Pipelinersales, Inc.
Network selling for success

A common term in sales today is EQ, which stands for “emotional I.Q.” It means the skill a salesperson has in reading emotions and utilizing them in sales. It means empathy and a number of other abilities. The short version is, it’s an I.Q. when it comes to emotions. But just as with our Network Selling model, E.Q. isn’t just for sales, either. It’s actually the missing factor in human interactions, for confrontation—a common “tool” in human interactions—doesn’t actually handle anything.

“You can have everything in life you want if you will just help enough other people get what they want.”

Zig ZiglarZig Ziglar