Ready, Set, Go!

From building and customizing your system to carefully measuring success, we do everything possible to deliver a flawless implementation. We know there are many concerns as regards implementation and things that could possibly go wrong, but this is ground that our tech team has been over many times before. Don’t worry, we will get you there painlessly!

Journey to success

It’s Your CRM

Our professional services group will help you tailor Pipeliner to precisely fit your sales processes, the structure of your sales team, your integration needs and any other requirements.

Phase #1: Adopting the new System


Pipeliner CRM is like a set of Lego blocks that you use to build the CRM system that you really need. First we work with you to find out how you want to optimise the processes in your company. These specifications include leading and lagging indicators—KPIs—that will measure your success.


Every aspect of Pipeliner’s Instant Intelligence, Visualized is tailored to the specific needs and requirements of your company—from the pipelines that exactly mirror your sales processes, right down to the customizable forms and fields.

Phase #1: Adopting the new System

Phase #2: Engaging with the System

Phase #2: Engaging with the System

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. IMPORT AND ANALYSIS

Of course we work with you to import all your data into Pipeliner. But beyond that, we’re providing a complete framework–including leading and lagging indicators—to help you fully analyze that data.


We tailor the training to your specific need, whether it is for administrator, the userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. or other management.

Because Pipeliner CRM is so intuitive, the administration can be a part-time job, often performed in a few hours per month. Nonetheless, we provide administrator training so that further tailoring and customization up the road can be easily done by your in-house admin.

Users are fully trained, often in less than a day. Again because of Pipeliner’s intuitive nature, users not only catch right on, they actually enjoy using the system!


With Pipeliner CRM, 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. has never been easier. Check out our Onboarding White Paper to see how Pipeliner rates against the competition for onboarding time and costs—we think you’ll be pleasantly surprised. Onboarding time is generally a fraction of that of the competition.

Of course we offer traditional support. But many of our clients operate without it, simply because we have embedded context-sensitive help right into Pipeliner. Users can easily educate themselves. Check out our Proactive Support White Paper for more information.

Phase #3: Expanding with the System


Once we have assisted you in getting Pipeliner up and running, don’t worry we won’t leave you on your own. Our Customer SuccessCustomer Success Customer Success is a proactive mindset, function, department or strategy commonly adopted by B2B companies to optimize business with customers, reduce churn rate, drive profits and increase the predictability of recurring revenue. group will continue to work with you to ensure you get the maximum benefit from Pipeliner CRM!

Phase #3: Expanding with the System