Pipeliner CRM: What You Love, You Use Aug 11, 2021 Wes Schaeffer Digital Marketing CRM Sushi Podcast Entrepreneur Share this blog post on Twitter Share this blog post on Facebook Share this blog post on LinkedIn Putting the Relationship Back Into CRM [ LISTEN NOW ON ITUNES ] 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
The Sales Podcast Marketing Automation Digital Marketing Automate Your Lead Generation and Cold Emails With ScopeLeads Leverage this "Pre-CRM" to make targeted sales Click here to download the episode. Read More
Digital Marketing CRM Sushi Podcast Entrepreneur nocrm.io on The CRM Sushi Podcast Action-based lead management system Selling is a process Actions must be performed at the right time 11,000 users Lead view Pipeline with multiple-pipeline view Create leads via API, email, business card scanner, Zapier,... Read More