The Automation Growth Engine

Learn about why automation is the future
Automatizer the revolution for CRM

Much of the contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences. is taken from the ebook that you can download here, which is supplemented by other content such as videos, blog articles, and more. All of this content will help you to get started on your automation journey.

On this page we introduce you to why automation is so critical:

The Rate of Automation

is Changing the Working Landscape

Changing the working landscape

1 › Workforce Reduction

The World Economic Forum predicts that 15% of the human workforce will be replaced by machines by 2025.

Another World Economic Forum prediction is that 50% of the workforce will need to be reskilled by 2025.

PWC predicts that by 2030 30% of jobs will be automated and this trend will accelerate during the 2030’s.

According to Forbes Magazine, robots aren’t replacing jobs. They’re simply removing repetitive activities that were once part of certain jobs, freeing up human workers’ valuable time to focus on more important, dynamic work.

The Automatizer is Pipeliner’s contribution to allowing companies to automate many of the routine, low-value tasks employees are performing manually and thus allowing them to focus on higher-value activities.

What is the Automatizer?

The Automatizer is a workflow automation tool that is the heart of CRM of the future. It is the hub around which everything else revolves. Like a wheel has spokes, many functions radiate out from this Automatizer hub.

NO CODE!

Automatizer is a “Point & Click” automation tool designed to help you easily and graphically build your organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.).’s processes into Pipeliner. No complex language or coding is required!

PROCESSES

Automatizer processes can be fully automated or manually triggered by the userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. for complete flexibility!

TRIGGERSTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale.

Simply identify what action will trigger a process such as a new record being created or even more granular such as when a field is updated.

CONDITIONS

Conditions are what happens when you trigger a process – e.g. if a field is updated to a specific value then this executes one (or more) Actions. You can have multiple conditions in a process.

Creating & Running Automatizer Processes

Automation Examples

Simple…

Create a task for every new lead...

…when a leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. is created, a task is created for the owner of the lead to reach out to the lead’s primary contact.

Create a task for every new lead in Pipeliner CRM

…automatically whenever a lead is created a task is created so that the lead owner is reminded to follow-up.

Create a follow-up task for sales leads

When a new lead is created a task is automatically created for the salesperson to call the primary contact.

Automatically create a sales task

When an appointment is scheduled with a priority (Class A) accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company., a task is created automatically for the salesperson to invite a colleague to the appointment.

Primary account team selling alert

When a salesperson creates a high priority task for a high priority (Class A) account their manager is automatically alerted.

Primary account manager alert

When a mobile phone number of a priority (Class A) account is missing, a task is created to find and update the number.

Contact mobile number missing

Complex Automation Examples…

Sending multiple emails to opportunities...

…if recipient doesn’t open the email, a reminder is sent.

Sending multiple emails to opportunities

…once the recipient opens the email, a second email is sent.

Sending multiple emails to opportunities

Pipeliner CRM includes a number of ready-made templates that can be customized to anyone’s needs.
All of Automatizer emails are personalized.
NOTE › You can Cut & Paste images and text for use in processes plus you can Cut & Paste a whole process and add it to another process.

Getting Started With Automation

Sales Automation

Is it Replacing Us or Carrying Us Forward?

Read more about E-book

In this ebook, Nikolaus Kimla explores how automation will empower the human aspect of life, not lessen or remove it.

People are smart to question the future of automation, for it has become part of everything we do. With the number of applications and technology around us, we yet still crave more.

Read more about E-book

There certainly is no sales enablementSales Enablement Sales Enablement is a strategic process that provides a company’s sales professionals with tools, technology, training and other resources that improve their performance at customer engagement and at generating value for all stakeholders in the sales process. “magic bullet”—you utilize it and bang! instant results! People today will jump on any train when they hear it will bring immediate positive painless change—even as they know there is no such thing. It’s like trying to win a gold medal without doing any training, even though you know that can never happen.

Nikolaus Kimla CEO of Pipeliner CRMNikolaus Kimla, CEO at Pipelinersales, Inc.

Additional Resources

Continue on your Automatizer journey…

Return to Main Hub
The Power of Manual Processes
The Process Manager