Webinar Recap: Quickbase Pipelines, How to Get More Value from Pre-built Integration Channels

Written By: Charvi Malhotra
September 3, 2020
3 min read

Pipelines provides an intuitive way to automate your workflows between solutions, whether they are cloud or on-premise, such as Slack, Gmail, Hubspot, Marketo, Salesforce, OneDrive and more. Pipelines’ highly-intuitive, drag-and-drop interface empowers IT and line-of-business developers to collaborate to modernize unique workflows to work across multiple systems and automate repetitive tasks, while also enabling governance through a common, secure platform that is easy to maintain.

Pipelines – Automate Workflows & Increase Efficiency

Quickbase Pipelines enables you to quickly connect data, integrate your systems, and orchestrate automated workflows using simple business logic, all within one unified platform.

For example, many companies track sales opportunities in multiple tools, which leads to a disjointed experience with potential for manual error. Pipelines can integrate across many different systems to make the process faster and reduce manual errors.

Pipelines flexibility allows organizations to modernize processes and keep up with fast-changing market conditions.

Example – Order to Cash Cycle

Every business needs processes that are adaptable and can manage the entire lifecycle of a customer. We’ll use the order to cash cycle as an example because every company has a version of this process, and it covers from when the customer is looking for a solution to the very end of the fulfillment of an order.

Because this is a large, intricate process, we’ll focus our examples on using Pipelines to optimize the initial sales process to solve for three key problems: inconsistent lead management, a slow quote process, and unreliable forecasting.

Optimizing the Initial Sales Process

One example of how Pipelines allows us to overcome the main challenges in the Sales process highlighted above is by connecting Quickbase with Marketo, a marketing automation software and lead database, Salesforce, a CRM.

Let’s have a look into a step by step procedure of how Pipelines help solves the issue of inconsistent lead management and slow quote processes.

The process of solving for inconsistent lead management and slow quote processes is interconnected. In our example process, leads gain points as they take actions, like viewing web pages, and are sent to sales when they have enough points. Then, they are assigned to a sales representative in Salesforce based on ability and whoever is working the fewest number of opportunities.

At the same time, the lead from Marketo is created as an opportunity in Salesforce and given an identification number. Quotes are then created when a deal reaches the appropriate stage.

Through Pipelines, users are able to approve requests from leadership that are auto–signed in your CRM. Pipelines not only makes lead management and quote processes more efficient by routing leads to sales representatives in a timely manner, but also enhances customer relationships by preventing delays in the quote processes through auto approvals.

Lastly, addressing the problem of unreliable forecasts – with Pipelines’, companies are able to automatically update fields based on a schedule that they set. Users can set conditions in search criteria, such as quote approval status, and the system will run a search at the designated time.

Whether you have a 3rd party tool you are using or Quickbase, the process of quoting differs from company to company. Pipelines provides businesses with a flexible solution to create processes that cater to their unique workflows.

By leveraging Pipelines, you are able to integrate different channels,connect disparate systems, transform the way your data is used, uncover new insights in real-time, and continuously perfect the processes that make your business unique.

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