Pipeliner CRM: What You Love, You Use

The CRM Sushi Podcast, With Inbound Marketing Expert Wes Schaeffer The Sales Whisperer®

08/11/21 • 49 min

What You'll Learn In This Episode of The CRM Sushi Podcast...

Nikolaus Kimla, founder of Pipeliner CRM
Past guest on The Sales Podcast episode 439
The first and only CRM today in the SMB space that has the key account management embedded
Three inner and three outer rings
- API
- Automatizer: sales and marketing automation is the key
- Backend Functions
- Activities
- Outer
  - Project Engine
  - Key Account Management
  - Reporting Engine
  - Analytics Engine
  - Salesforce Automation
Reduce the repetitive tasks
No coding, just drag & drop
Worked for Apple in Europe
Brought Apple to the universities in the 80s and had the first computer-to-computer networks
Has spent four years to make the drag-n-drop features easy
The typical salesperson needs to focus on leads and activities
Multiple pipelines available
- View as a map overlay feature
- View as a list
- View in a compact form
- Drill down and see the hierarchy/org chart
- View as a bubble chart
- View deal velocity
Great tool for both the hunter and farmer, i.e., account management salesperson
"Add to Comparison"
- Products
- Categories
- Find accounts where you can upsell, cross-sell
The Navigator is where you start your day
- Ready to qualify
- Ready to move
- Old Leads
- Lazy Opportunities
- Tasks
- Missed Close Date
- Velocity Issues
- The Largest Open Opportunities
Everything starts with a Lead
- Chop it up into targeted Lists
- Send email broadcasts and see reports
  - Sent
  - Opened
  - Clicked
Call from browser is integrated and included
Sidebar for Outlook and Gmail
Create Reports on the fly
- Customize with fields
- Create charts from reports
- Schedule reports to update and be sent to you regularly and automatically