An understanding of Pipeliner CRM features needs to be considerably deeper than mere technical descriptions. Just understanding mechanical functionality doesn't necessarily mean you'll really grasp the product and all that it means, which is why I'm now writing this series on the concepts behind Pipeliner CRM functionality.

Let's first clearly define these different types. To start, three distinctly different Pipeliner user types all require different approaches.

The Regular User—The Salesperson

The salesperson is generally the “regular” Pipeliner user, although other regular users might be in other roles, such as accounts receivable. There are several ways the basic user can learn about Pipeliner—from training, from our YouTube videos, and the extensive help. For a user to learn Pipeliner is a matter of hours instead of the days, weeks, or months that other CRM applications require.

One significant Pipeliner aspect setting it apart from any other CRM is that users generally love it… and as anyone knows, what you love, you use! This love is down to Pipeliner's totally visual approach—in fact, Pipeliner is the most visual CRM in In that the mind perceives pictures 60,000 times faster than words, this makes for a much faster operation as well. Because users happily and fully interact with Pipeliner, they enter complete data, and sales management actually gets the information they need from CRM ..

Also based on Pipeliner's totally visual approach is its clear, unified navigation system. Our user interface is not only state-of-the-art, but elegant, slick, and clean. The navigation system is the frame that holds and unifies the entire picture ..

Support is provided, when needed, through extensive help embedded in the program, user chat, our help support website, and our Pipeliner community. These are all available through the “graduation cap” symbol in the program.

By setup, we mean full customization and all other things needed for Pipeliner to fully back up that particular organization. Otherwise, users won't be training on the application, but simply on features without relating them to the user's company and products.

Correctly done setup means very high user adoption rates—again, unlike many other CRM products, especially the traditional enormous ones.

The Next Type: The Advanced User

Advanced users would include sales and other managers who oversee other users, and C-level executives. These generally need to have access to advanced reporting, insights, and statistics.

The advanced user is set apart from the regular user by the fact that they not only need to view their own data but data from other users as well. Therefore the advanced user will want to learn all about Pipeliner's advanced filtering and profiling capabilities so that data can be rapidly viewed in the exact way they need to see it, and utilized within advanced reporting.

Advanced users will require these advanced features–but they are not complicated.

When required, specialized roles can be targeted with particular training as needed.

Administrators: Two Types

When it comes to Pipeliner, administrators fall into two distinct categories. The Last Database first is the one people would typically think of—the administrator who enables needed features to the product when requested, adds new users, provides user support and enables customized fields and It took us many years of programming, but we finally arrived at the point that regular Pipeliner administration can be learned by any computer-literate person within a couple of hours. That means that the “CRM expert” or consultant previously required for CRM administration is no longer needed.

This first administrator type is not a full-time job, normally only requiring a few hours per month. This saves the company a whole extra salary for the “expert.”

We refer to the second administrator type as the architect administrator. This role operates on more of a conceptual level of the organization's business processes and should be someone who, right from the beginning, is assisting the company with streamlining processes. As an example, the creation of a rollup field, and the different factors that would contribute to it. These functions would not only be created for sales—they could very well be anywhere else in the company.

You could compare the architect administrator to someone who creates new functions within a factory so that it functions more efficiently. They analyze the line and find ways to improve it and make it more effective.

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