Streamline Your Sales Process with airSlate SignNow's Pipeline CRM Solution

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hello and welcome to pipeline CRM my name is Cooper and I will be assisting you in your exploration of our CRM system today first things first this is the home dashboard the number one thing you'll see when you log in one thing to note about our system is that while it is very simple to use Easy to implement it is very customizable so something to keep in mind while you're exploring our system at the top here you have what is noted as the global navigation bar and subsequent tabs companies deals people all are are all three functionally the exact same they are list views that are modeled after Excel however deals is the revenue producing component and the only thing that is associated with the pipeline that you see below companies and people are static not associated with the pipeline however when you create a deal that must always be under a person and then a company where applicable and that would just be whether you're going B2B versus B Toc for example the pipeline that you see below as I mentioned is entirely customizable so whatever your sales process looks like whether that's 5 10 15 plus stages you can change that to be reflected here as you go over to the right side here you might see the sales Pipeline with a drop- down carrot that is how you might toggle between our multiple pipelines which is a key feature of our system this would be used for anything that has its own unique sales process whether that is something like you see here today A sales renewal project management or order pipeline there are people that have B2B versus B Toc residential versus commercial products vers Services buying vers selling Etc each one has its own set of stages and data sets and it can be customized to fit your own specific preferences below that you have your agenda which is just your task L where to-do list so you'll see anything that is passed du due today and upcoming tasks are going to be date stamped in the system just a generic he get this done sometime today as opposed to events which are time sensitive and will populate on your calendar under latest actions here there will be a big blue ribbon that will prompt you to sync your email all you have to do is enter your credentials accept the permission and then your email will be synced from that point on moving forward we have a complete bidirectional sync with both G suite and Outlook Exchange in addition to the tiles that you can see here you can drag drop change the order of things remove things that might not be relevant to you or add more tiles here that might be of relance to yourself or your organization you can even create multiple dashboards depending on the user or role in the system so you might like a traditional D sales dashboard like you see here vers is an administrator dashboard where you have everything that is forecasted to close as closed in the previous month Etc if we go into the company's deals people tabs as I mentioned all three functionally the exact same you'll see a list of you that is modeled after Excel the column headers that you see here are entirely customized iable and can be changed to fit your exact preferences you'll be able to edit them on a whim by going to the add remove columns here and toggling between pre-existing system fields and custom fields that you might have created anytime you make a change to this list view whether it's adding a new column adding a filter or drag and drop change the order of things you can save that list to reference at a later time which is a great way to make marketing your campaign list within the system if you select the upper left hand side of any list that you've created within the deal people or agenda tabs you have the option to make a number of bulk edits you can also send a bulk email which is essentially a one-off email blast to all the recipients in that list all you have to do is give it a title and then you can either insert a template or type an email app by hand send now or schedule that for a later time alternatively you can press send campaign and roll that list of people into a series of emails which if you go to the emails section there go to bulk emails or email campaigns click on the email campaign name or add a new campaign you can give it a title starting the end dates optional and then you can add the entry and the extra criteria for that email any of these items being updated created or deleted and having any number of layer of conditions will send this email or this series of emails if we go back to the deals list view here and go into a specific deal you're going to see the orientation uh which is virtually the same for companies and people as well you'll have the deal details the primary contact information the agenda and activity feed you use these two areas in tan with one another the plus sign over under the agenda it gives you the option to create a new task or an event as I mentioned on the home dashboard those are going to be the same thing except for an event will be time sensitive populate on your calendar as opposed to a task which is just a generic hey get this done sometimes today for both of them you can choose the type for reporting metrics which are all customizable as well assign it to have the user in the system if needed and a priority if needed you do also have the ability to create task and event templates in the account setting section which you can either have manually applied or apply them based on automation that you can create in account settings section the activity feed here is broken out into three different components you have system updates which is anytime an agenda item is completed or the there's a change to the deal details up above all of your email interactions with this correspondent will be housed in the middle section here so that will be everything sent and received whether it's done through pipeline or your outlook or Gmail any email with an attachment will automatically get pulled and stored into the file section here we had unlimited file storage on all three tiers the last area of the activity feed is the actual activities notes section and that's where you can go in create oneclick activities based on the activity category type for things that occur frequently you can tag other users in the system with the at symbol up above or by mentioning their name down below to start a thread and have a dialogue so you have your call notes mean dispositions call lead Communications over here all of your email interactions with the recipient in the middle section and then your action items to do items over here which will all populate on the homepage whenever those action items are due below that you might see a custom Field section which can be customized based on whatever preferences you're trying to track within the system you can do things such as a date numeric currency field a drop- down menu where you select one option from a list or have a yes no scenario a pick list with multiple options or values you can put in young formulas and functions in here have text Fields Boon Fields you name it anything that you create a custom field on you can get reporting metrics of here and you can also toggle those custom fields in as column headers to filter through those characteristics if we look at the people on the companies tabs you see a virtually a similar format here modeled after Excel everything here is still inline editable as is deals when you're looking at a person you'll see all their tags and associations and then you'll see all of the deals Associated to this individual you'll see everything previously won lost and in progress if we go to a company it's a similar concept you'll see all the deals associated with this person company everything one loss and in progress and then you'll also have a hierarchy of all the people in the organization the agenda tab that you see here is just an expanded list view what you saw in the homepage except for this area does have a lot of benefits for salespeople the number one feature about this is that you can filter by a specific due date type of activity that is due and colle can select things that are the same task send out a bulk email and complete similar action items in bulk we have a basic calendar sync with both outs with both both Outlook and Gmail anything that you put onto either one of those calendars will populate here and vice versa you can filter by specific event types users or teams and save those calendars for future reference under the emails section here you'll have a general email inbox where you can add new contacts directly or ignore that sender so you don't receive emails from them and pipeline CRM any longer under bulk emails you can track all the oneoff bulk emails that you have sent see the open open rate click and click rate establish what subject matter is getting the most responses and engagement we already went over email campaigns if you go to templates that's where you can create templates for both yourself and other team members to use based on whether it's personal or shared title is what you will see subject is what the recipient will see building content here is similar to Gmail or Outlook you can put in links images jpegs put in merge tags so addresses everyone in that list by their first name or another characteristic and if you want a really nice well forat newsletter we do support HTML under the report section there are seven pre-re reports based on the most primary utilized things in the system each one of these reports can be modified to reflect a specific list that you might want to report on or a deal segment within the system you can also change the Y AIS or the xaxis based on any pre-existing system fields or custom fields that you might have created and are tracking within the system any of these reports that you create you can add to the home dashboard to view at a glance when you first log in you have goals here both individual team and Company goals you simply select what the goal is fill out the criteria and then you'll get periodic updates as to where you are in terms of attainment if you do not like any of those six pre-created goals you can use performance polls to create your own the last area here is a file section that is just a generic file that is uh for anything that is not directly associated with a company deal or person and may not necessarily belong to an email template and that's basically pipeline for a simple highle overview I hope this was able to assist you and your exploration of our CRM system if you still have any questions remaining please don't hesitate to reach out to our sales team we' be happy to discuss things further and make sure that we do fit all of your needs thanks so much