What are the different roles

PROJECT OWNER

(Can also be the Admin)

ADMIN

(Can also be the Project Owner)

SALES MANAGERSales Manager Sales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople.

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

OnboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team. for each role

Project Owner

The authority to define:

  • User roles

  • Sales units

  • PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. process

  • Currency

  • Forms

  • Other elements as needed

Time commitment:

  • Guided in person workshops with Pipeliner Consultant

  • Pipeliner CRM Setup (approx. 1 week)

    NOTE › this is setup without 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. migration and/or system integration as the inclusion of either may add time 

Admin

Basic computer skills required:

  • Browser

  • MS Office/Outlook/365

  • Google Docs

Time commitment:

  • Online Onboarding Sessions with our CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. Training Manager

  • 2 x 2 hours live virtual training plus access to recordings

Sales Manager

Training topics include:

  • Reporting
  • Pipeline Management
  • Activity Management

  • and many more…

Time commitment:

  • Online Onboarding Sessions with our Customer Training Manager

  • 3 hours live virtual training plus access to recordings

End User

Training topics include:

  • Overview to Pipeliner CRM application
  • Entities

  • Profiles for end users

  • and many more…

Time commitment:

  • Online Onboarding Sessions with our Customer Training Manager

  • 3 hours live virtual training plus access to recordings

Onboarding Timeline by role