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