No More Need for Full-Time CRM Administrators
Traditional CRM applications required substantial in-house support from CRM administrators. CRM administration was usually full-time, and often meant more than 1 person in the role. On top of all that, extensive training (weeks or months) was also required for these administrators.
Administration is but one of many traditional CRM molds that Pipeliner has broken. A full-time administrator is rarely if ever needed for Pipeliner; it is usually accomplished in a few hours a week. No special training is needed—an understanding of Pipeliner and its functionality can be gained in hours, a few days at most.
A major reason for this administrative ease of use and understanding is Pipeliner’s administrator features. These features provide functionality that not only make administration a snap, but allow users to perform functions that previously could only be performed by administrators.
It really is a whole new era in CRM.
Pipeliner CRM Features for Administration
Pipeliner CRM fully integrates your email client, MS Outlook and Gmail. From within your email feed in your CRM you can read and respond to email activities right within your CRM.
Pipeliner CRM Data Archive feature. For the first time, lost deals are stored with all details still intact, for later analysis or reactivation.
With Pipeliner Build-In Help feature in the software, Help screen about features appears with “Hot spots” embedded throughout.
Multiple pipelines let's you switch easily from one pipeline to another, using the same shared database.
Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View.
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
Create the most consistent and effective way for your salespeople to move through a sales cycle
Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required
Learn More! Further Resources
There is a lot behind Pipeliner CRM–and there is much you can learn from knowing about it. Hence we have provided this additional resources for you.
From these resources you’ll learn all about things like how the Pipeliner Selling System forms a solid foundation for any sales pipeline, how a sales pipeline is best created, the crucial role of leading and lagging indicators and much more. They are free of charge to you–so enjoy!