Using product catalog in Pipeliner CRM

Pipeliner CRM enables you to organize and use your products and services within a product catalog. The product catalog as part of the CRM is a massive time saver -- no more multiple tabs. Further, as a Pipeliner CRM user you can apply discounts, taxes, and automatically calculate fields. The sales process is more intimately tied to workflow.

About the Pipeliner CRM Product Catalog

The Pipeliner CRM product catalog allows you to easily list all of the products and services related to the specific deal you are working with.

What You Can Do as a Pipeliner CRM User

As a Pipeliner CRM user you can perform the following sales operations with sales opportunity when using Product Catalog:

  • Add products and services from your company product catalog.
  • Use your custom product prices or use the price list according to your company definition.
  • Add product discounts or additions.
  • Update Opportunity Value—manually or automatically!
  • Filter deals per product list.
  • Run reports quickly for a full view, any time.
  • Plus other handy features.

This is the second part in our ongoing series about how to use the Pipeliner CRM Product Catalog. In the steps below, we show you how to use Pipeliner CRM product catalog as a Pipeliner CRM user:

How To Use The Product Catalog (User)

The product catalog consists of all products and services your business wants to list. You can use any product within the list in order to assign it to your sales opportunities.

How To Add Products to Pipeliner CRM Sales Opportunity

The product list is created on the company level. If you miss any product within the list, you need to contact your Pipeliner CRM administrator in order to add it to the CRM application.

A Product is defined as a type of product or service related to a sales opportunity.

In order to add products to your sales opportunity, follow these steps:

  1. Run Pipeliner CRM and click "Pipeline" within the main bottom menu.
  2. Find the Opportunity you would like to edit and double click on it. Pipeliner CRM Open Sales Opportunity
  3. Scroll down to the "Products & Services" part and click "Add" button. Pipeliner CRM Add Product to Sales Opportunity
  4. Search for the product you would like to assign and click "Add." Pipeliner CRM Add Product to Deal

The product will be added to the selected opportunity. Now you can easily change:

  • Quantity or number of units per product.
  • Price per product. Pipeliner CRM User Defined Product Prices

How To Assign a Price List to the Sales Opportunity

By default, all products added into the sales opportunity have a user-defined price value. If you would like to use the prices on a company level, you need to select the right price list first.

A Price List is a list of product prices related to the specific time period.

In order to use company price lists within the sales opportunity, configure your deal this way:

  1. Run Pipeliner CRM and click "Pipeline" with the main bottom menu.
  2. Find the Opportunity you would like to edit and double click on it.
  3. Scroll down to the "Products & Services" part and find the "Price List" dropdown. Pipeliner CRM Select Price List
  4. Click on the list and select the "Price List" you would like to use to calculate the products according to it.
  5. Once you have assigned valid price list and you also have set currency exchange rate, you may also select a different currency for your price list

User_Defined_value.png

The list will automatically assign the product price tag according to the company level definition.

How To Add a Discount or Addition to the Product

Once, you use the company price list, you can give discounts or additions to the products assigned to the sales opportunity. In order to add a discount, follow these steps:

  1. Run Pipeliner CRM and click "Pipeline" with the main bottom menu.
  2. Find the Opportunity you would like to edit and double-click on it.
  3. Scroll down to the "Products & Services" part and click on the "Tag" icon. (Important: This icon is available only when you use company based price lists, see the price list above) Pipeliner CRM Give Discount to Product
  4. Use the "Minus" symbol to give discount, either using percentage or the value field.

In order to add an addition, follow these steps:

  1. Run Pipeliner CRM and click "Pipeline" with the main bottom menu.
  2. Find the Opportunity you would like to edit and double click on it.
  3. Scroll down to the "Products & Services" part and click on the "Tag" icon. (Important: This icon is available only when you use company based price lists, see the price list above) Pipeliner CRM Give Discount to Product
  4. Start typing the value you would like to add, either using percentage or the value field.

How To Calculate Sales Opportunity Value based on the Products

Once you have added and configured all products to the sales opportunity, you can recalculate the opportunity value based on this information. In order to use products value for calculating the opportunity value, see these steps:

  1. Run Pipeliner CRM and click "Pipeline" with the main bottom menu.
  2. Find the Opportunity you would like to edit and double click on it.
  3. Scroll down to the "Products & Services" part and click on the "Update Value" button. Pipeliner CRM Auto Update Opportunity Value

TIP: You can use auto-calculation of the opportunity value per enabling the "Auto Update Value" feature.

How to Add Already Assigned Product to a Sales Opportunity

Use Case: You are selling to a one customer one and same product by using two different prices.

  1. Run Pipeliner CRM
  2. Open Opportunity. Pipeliner CRM Open Sales Deal
  3. Scroll-down to "Products & Services" field. As you can see from the screenshot below, we already added the product "Pipeliner Set-up" into the opportunity. In a case you need to use this product twice with two different prices, you need to add it again. Pipeliner CRM Go to Product Management List
  4. Click "Add" in order to add Products into the opportunity. Pipeliner CRM Add Product to Opportunity
  5. Here you can see the new feature "Show already added items". Pipeliner CRM Activate Already Added Products
  6. Check this option if you need to add already assigned product to a sales opportunity. As you can see, you can now add "Pipeliner Set-up" again. Pipeliner CRM Add Same Product to the Opportunity

This way you can multiply the same product within the opportunity details with different quotes.

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