Pipeliner CRM: What You Love, You Use

08/11/21 • 49 min

1 Listener

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

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

What you love, you use."

The UI is engaging
Email history is saved inside the CRM

Watch Previous Episodes of The CRM Sushi Podcast Links Mentioned In The CRM Sushi Podcast

Start your free trial Pipeliner CRM

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

What you love, you use."

The UI is engaging
Email history is saved inside the CRM

Watch Previous Episodes of The CRM Sushi Podcast Links Mentioned In The CRM Sushi Podcast

Start your free trial Pipeliner CRM

Previous Episode

EmailAnalytics Is X-Ray For How Your Entire Company Uses Email

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

HubSpot and Infusionsoft won't give you the type of reports EmailAnalytics gives
This shows how your team is using email throughout the day
Internal, prospecting, etc.
25-50% of the average professional's workday is spent inside their inbox
Productivity tools can show you some reports, but they don't look at email inboxes like this
Meant for managers of teams, i.e., sales, service, remote, etc. who need better insight as to how their teams are spending their time
Who is over-worked?
Who needs more work?
Who are my fastest responders?
How does this impact sales?

Just because you're an email admin doesn't mean you know what your people are up to
35-50% of all sales go to the vendor that responds first
If you respond to a lead in under 60 minutes, your chances of closing the sale go up 700%
The Hawthorne effect refers to a type of reactivity in which individuals modify an aspect of their behavior in response to their awareness of being observed.
Respond 42.5% faster with EmailAnalytics
You're overwhelmed already
EmailAnalytics puts this reporting at your fingertips
Leverage the daily and weekly default reports to keep it simple
Persistence is key to success in any venture
If you want something, keep asking for it