The Powerful Report Engine of Pipeliner CRM, author Nikolaus Kimla, presents the Pipeliner CRM Reporting Engine as a highly flexible and powerful tool designed to revolutionize report creation and provide businesses with instant, dynamic visualization of their data. Kimla argues that traditional CRM reporting is often time-consuming and complex, sometimes requiring coordination with an IT department. Pipeliner’s approach, however, focuses on three main principles: complete data transparency, highly visual reports, and automation, which enable users to create reports easily and gain insights quickly. The ebook emphasizes that this functionality, combined with features like report scheduling, historical data, and an AI agent, helps companies make better decisions and achieve greater efficiency and profitabilityProfitability Profitability is the potential, degree, metric, ability or relative efficiency of a business to yield financial gain (i.e., profits) after all relevant expenses and costs have been deducted.. Kimla also highlights the importance of clean, accurate data, which Pipeliner addresses with its Duplicate Checker, to ensure the reliability of reports and the effective use of AI.

Reporting Engine Features

This chapter details the foundational features of the Pipeliner Reporting Engine, highlighting its user-friendly and flexible design. It explains that reports can be created from any of Pipeliner’s “entities,” such as 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., 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., or Opportunity. The chapter also introduces the “Power Panel,” a robust feature for modifying views, setting access permissions (private, public, or custom), and applying filters. Pipeliner’s commitment to visual reporting is also discussed, with a wide selection of chart visualizations available, including bar, pie, and stacked charts. The chapter concludes by explaining the powerful report scheduling functionality that automates the delivery of reports to individuals or specific roles on a regular basis.

The New CRM Role in Companies

This chapter discusses how the role of a CRM administrator has changed due to the expansion of Pipeliner CRM beyond a simple point solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges.. It explains that Pipeliner CRM’s growth and integration with other systems, such as Zapier or Make.com, requires a new role within a company to manage and connect these processes across different departments. The ebook uses the analogy of a waltz and the river Danube to describe the ideal seamless flow of data between departments like 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., sales, 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. development, and finance. This new, expanded role is crucial for a company’s survival in a competitive environment, and Pipeliner offers to educate people for this position free of charge.

More on Report Engine Features

This chapter delves into additional functionalities of the Pipeliner Reporting Engine. It covers report creation and sharing, emphasizing the ability to copy, export, print, and send reports, as well as the ease of managing viewing and editing permissions through the Power Panel. The ebook also highlights the importance of “Historical Reporting,” a feature that pulls data from Pipeliner to analyze trends and opportunity flows over time. Advanced report features, such as the ability to combine entities, select visible columns, and group data by various qualifiers, are also detailed. The chapter introduces new features like Report Value, which allows users to create summary fields directly in a report, and Currency functionality, which automatically displays currency symbols.

The Vital Importance of Reporting

This chapter asserts that reporting is the most critical function of any CRM system. It explains that Pipeliner CRM excels by interweaving reporting with every entity, allowing users to build the same report regardless of the data source. The chapter introduces the concept of “Instant Dynamic Visualization,” a term coined by the author, which highlights the need for reports to be both instant and flexible enough to adapt to changing business needs. This dynamic capability is linked to the distinction between “knowledge” and “information,” as the ability to manipulate data provides insight and knowledge rather than just raw information. The chapter concludes by explaining that this powerful simplicity and flexibility enable sales teams to make better decisions and focus on areas that require attention, ultimately leading to greater efficiency and profitability.

The Report Engine AI Agent

This final chapter introduces Pipeliner’s new AI agent for the Report Engine, which simplifies report creation through complex or straightforward prompts, including voice commands. A key point is the emphasis on data accuracy, with the author stressing that an AI agent is only as effective as the data it accesses. Pipeliner’s Duplicate Checker is mentioned as a tool to ensure data is clean before it is used for reporting. The chapter also discusses how these AI-created reports can be added to dashboards, which are powerful features for sales management to gain an overview of company operations. Dashboards are made by combining multiple reports, which can be organized by topic, and can be customized with various chart formats.