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Interactive approach to Pipeline
Management delivers Actionable at a glance
Insight on the state of your Business

Pipeline Management provides you with the tools to accurately forecast the state of your business, diagnose and pinpoint the specific problem affecting sales performance, and plan appropriate corrective measures to fix any shortcomings affecting flow and velocity of deals through the sales pipeline.

A sales pipeline, also known as sales funnel for its classic shape, is a very useful concept used by sale managers, sales reps and business owners alike, to quantify the demand for their products or services. It represents all the business your sales team is pursuing in a month, quarter or year. The funnel itself is layered into phases or sections representing the individual sales steps which make up your companies sales process. Following a standardized approach specific to your business and based on your own best practices is essential to being able to effectively manage your sales pipeline.

Pipeline management provides the tools to keep you on track

maximize Pipeline visibility and manage opportunities interactively

Maximum pipeline visibility and at-a-glance insights into the health of your pipeline right from the interactive desktop. An interactive visual representation of your actual sales pipeline with all opportunities arranged in the context of your sales cycle serves as your interactive pipeline control. Drill down, visually group, filter sort and arrange opportunities on the fly. All sales process components always present with dynamic target indicators to help you monitor progress in real time.

 

Provide more Accurate Forecasts and Accountability

Pipeline Management is an effective forecasting tool that can be used even by companies that don’t have sales teams. It provides an interactive view of all deals you are expecting to close during a given period of time, the volume of business from those deals and when they are expected to be closed.

 

Leverage the sales process stages to maximize wins

A standardize sales process outlining not only the main sales steps but also the tasks that need to be accomplished to complete each stage successfully, is absolutely necessary to effectively manage a sales pipeline. It is possible to leverage the stages of the sales process to increase win probability, affect deal size and increase pipeline velocity.

 

Monitor results as they happen, powerful metrics help you plan

The real power behind pipeline management becomes evident once you have the metrics in place, and are able to monitor results as they develop. You can then respond to changes in the metrics, signaling either bottlenecks or leaks in the pipeline, and are able to apply corrective measures when and where precisely needed. By tweaking the underlying sales process and providing timely management assistance and coaching support, you will be able to regulate the flow, and avoid prospects from leaking the pipeline.

 

Provide effective sales management support to keep sales goals on track

Monitor the flow through the sales pipeline to uncover possible leaks. Establish which prospects are leaking, from where in the pipeline and determine the reason why? Make adjustments to flaws in the sales process you may have uncovered, and provide pro-active sales management assistance and coaching support to your team to keep opportunities on course.

 

Pipeline Management an effective sales planning tool helps you prioritize

As a sales planning tool Pipeline management can help you determine the activities needed both short and long term to maintain the flow of deals through the pipeline. Pipeline metrics measuring conversion ratios, pipeline velocity and other key metrics, help you pinpoint bottlenecks and leaks in your pipeline early on. Establishing conversion ratios for each stage in the sales process enables you to determine how many leads are necessary to maintain consistent win rates over time.

 

More Intuitive, Insightful and Fun to Use

Sales Pipeline
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Bring your sales pipeline to life, visualize it!

Pipeliner’s Interactive Opportunity Desktop brings your sales pipeline to life, and makes managing opportunities a breeze. Doing away with tired tabulated lists, pipeliner arranges all opportunities according to where each sits within the context of the sales cycle inside the interactive desktop. Modeled precisely after your actual pipeline, a glance at the distribution and opportunity levels, can provide actionable insights. Point to any opportunity to access details, or click once to start editing instantly. Drag and drop to organize them freely inside each stage or to qualify the deal for the next phase.
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Improve accuracy of forecasts little by little

Pipeline Management is an effective forecasting tool that can be used even by companies that don’t have sales teams. Realistic forecasts based on opportunities that are actively being pursued, form the basis. Forecast accuracy is directly linked to achieving sales goals, which can be monitored in real time with Dynamic Target Indicators. Depending on the level of sales process standardization and integration maintaining a constant win rate over time ensures accurate predictions.
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Powerful pipeline metrics & levers affect change

Monitoring pipeline metrics enable you to diagnose and address shortcomings early enough to not have adverse effects on reaching quota. Pipeliner provides extensive management reports that can be easily exported for further analysis and sales performance dashboards which help you track metrics in real time. The following five pipeline metrics, can significantly improve your forecast accuracy: Opportunity Quantity, Opportunity Size, Conversion Rate, Velocity and Opportunity Quantity.
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Pipeline Management a Sales Planning tool

From within the Activities Center you can create or delegate Sales Planning tasks easily and associate them to each opportunity. The same metrics used to expose weaknesses in the pipeline provide the basis for planning activities that are essential to maintaining a steady flow. Baseline conversion metrics for each stage in the process, will enable you to determine the lead levels needed in order to achieve your sales goals. From there you can easily determine how much time you will need to allocate for later stages in the sales cycle.

These are but a few of the ways in which pipeliner can help you achieve best sales results consistently and with less effort. Take a look at all the features pipeliner opportunity management sales application has to offer. Try our FREE for all opportunity management sales application p-free NOW, and experience for your-self how easy getting ahead in sales can be.