Efficient CRM ebook

Truly Efficient CRM for the 2020s

How important is CRM in this digital age? How does it affect a company, the users, and most importantly the company experience? In this ebook, we’ll have a look at all of these aspects, for the role of CRM has become more important than ever.


Today some C-level executives are very nervous as they feel the growing pains of the digital transformation that has been occurring on a steep curve for the last several decades. The only way to deal with that transformation is through technological processes—and these technological processes are the only way to run a company today.

It’s gotten to the point now that if a process malfunctions, it can wreak major havoc with company operations. For example, if something goes wrong with an e-commerceE-Commerce E-Commerce is a field, platform, or environment where the buying and selling of goods and services are transacted online. application, a valuable transaction doesn’t occur. In another area, 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. flow is interrupted and a crucial operation doesn’t happen, and vital data is lost. Or, you’re selling live in a video chat, reach the most important part of your pitch, and you lose your connection.


When a CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. is not intuitive, it takes much longer to learn. A non-intuitive quality will also impact its everyday use; when salespeople or others in a company have trouble understanding an application, they will tend to shy away from it. That means that vital data may be entered incorrectly into CRM, or not be entered at all.

To get a CRM in broad use across a company, it must be easily learned, which is where ease of use comes in. Pipeliner CRM excels in this area, as it can be learned by a new userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. in hours, as compared to the weeks and sometimes even months of other CRM solutions. We have ensured ease of use and learning through our visual orientation, consistent across the 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..

Benefits and Requirements

Given that every business must have a CRM or find themselves out of business in the future, it now becomes important to select the right CRM. What CRM benefits does a company require?

These benefits must be examined in detail. Different stakeholders—management, finance, general users—have different requirements. For example, not everyone will need all customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. details but may require fast overviews through dashboards or reports.

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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