We are the first to really link method with process.
The method, is the logical sequence of events in the customers buying steps, and how this translates into what the sales organization does to move an opportunity forward.
The process, is the system a sales organization needs to share information, to empower people to sell pro-actively, to do reporting and forecasting
Our software was developed from the bottom up, and NOT from the top down. This means, our user requirement work ignored management requirements in designing functionality, because we have the following belief, and it is a strong, powerful, driving principle that everyone in our organization assess their work against; and is the basis for ell our feedback requests
“if it doesn’t work for the salespeople, it won’t work for the managers”
(incidentally, this is a statement that is true of every CRM system on the planet – and a reality which has been completely by finance, purchasing, executive levels…… The only exception I see is FMCG, and organizations who have historically high raw material purchasing needs – and even these organizations will admit that past performance is a more reliable indicator then future forecast)
One of the key barriers for sales reps using any system, is the unwillingness to share information.
Pipeliner is the ONLY system we have found so far that allows the sales rep to use the full system functionality, and NOT need to share the info with their team, their boss, with anyone. They can “hide” their opportunities!
Please refer to the Pipeliner Guiding Principle for the explanation why we have done this. If you are a manager, and wish to switch this function off, you may do so. But not without a fight, so be prepared. And then we will also charge you more for the pleasure!