Management of Data Security Through Pipeliner CRM
Data security is a prime concern today, any company in the market for a CRM solution will have questions. Here are answers to specific questions many have about data security in Pipeliner CRM.
Why Pipeliner CRM Counts on AWS for Security
At Pipeliner, we chose to go with AWS over a decade ago and have remained with them ever since. Why have we done so? Continuing in our series on Pipeliner CRM security, here is our path and reasoning.
Where Are We Going? Pipeliner Concepts
Through this series we’ve called Pipeliner Concepts, we’ve gone over Pipeliner CRM’s basic concepts, as opposed to simply listing out its technical details. In this final article, let’s touch on the crucial points of Pipeliner CRM, and CRM in general, for the future.
The Concept of Fields and Forms in Pipeliner CRM
Pipeliner CRM concepts, let’s now look at yet another remarkably efficient Pipeliner administration approach: fields and forms.
The Concept of Common Lists in Pipeliner CRM
Another first for Pipeliner CRM, no other vendor has anything like the Common Lists. They are directly correlated to putting the “R” back in CRM.
The Concepts of Product and Price Lists Within Pipeliner CRM
As we continue our series on Pipeliner concepts, we’ll now cover another totally unique function: product and price lists.
The Concept of Multiple Pipelines Within Pipeliner CRM
A sales process, or other types of process, is represented within CRM as a pipeline. Pipeliner CRM was the first CRM to enable multiple pipelines within CRM.
An Understanding of Company Structure—Pipeliner Concepts
CRM administrator will act as a CRM architect for the company. We’ll now cover the concepts a person will need to understand to properly set up CRM.