Region

Cloud Team Environment

Sales Pipeline
Management Explore sales pipeline management Opportunity Analysis
& Sales Reporting Improve your sales reporting Account & Contact
Management Simplify your customers experiences pipeliner
Integration Enhance your software with integrated pipeliner Cloud Team
Environment Manage your sales force in a cloud

Easily administrate your sales team on the sales cloud

Manage your sales team Members and Sales Units; standardize common Shared Lists; configure your Team Sales Pipeline comfortably from within the securely web hosted Customer Sales Portal. Bulk Import Leads as well as your Contact & Account data, into your team’s sales pipeline, to ensure consistent data entry and accurate sales forecasting.

# # Maintain and manage your sales team data efficiently The cloud hosted Customer Sales Portal makes administration of your sales team members, territories and custom common lists entries, easy and secure. You can customize check-lists, assign territories, manage user profiles, and much more. Your team pipeline data is securely hosted on our state of the art cloud environment and is synchronized with your personal version of pipeliner to keep you always up to date.
# # Team Sales Pipeline to collarate on opportunities The Team Sales Pipeline is the center piece of pipeliner’s team collaboration environment. It displays all leads and opportunities the sales team is working on collaboratively. Individual sales pipelines can be easily Migrated and are automatically synced with your team pipeline. Multiple team pipelines to represent different channels, units or regions can be easily maintained and managed from within the Customer Sales Portal, hosted securely on the sales cloud.
# # Manage sales territories with ease Easily set up and manage your company’s sales territories, for each one of your Team Sales Pipelines, from one centrally hosted, secure, and always available location on the sales Cloud. Sales Units can be setup, and shared with the sales team, in minutes to map the territories within your sales organization.
# # Manage sale teams from one location Manage the membership permissions of your sales team Users and assign them to individual Sales Units centrally. Easily assign sales manager roles for individual or multiple sales units inside your sales organization. Your data is securely hosted on the sales cloud and always accessible, from within your Customer Sales Portal.
# # Share always up to date data with your team Collaborate effectively and manage with ease. Share up to date Account and Lead information with your sales team across your sales organization. Configure your team’s sales pipeline to include shared sales documents and templates. Standardize your sales process steps so all can follow with ease, and help your team win more deals.
# # Share updated account & contact details Keep your Contact & Account details always up to date. Manage and share account and contact details securely from within the Customer Sales Portal hosted on the sales cloud. Add new contacts; manage existing accounts effortlessly from one central location.
# # Manage Team Leads from one secure location pipeliner’s Team Lead Management enables the entire sales team to collaborate on lead qualification. You can import and manage your leads directly from the Customer Sales Portal and share them with the entire sales team for a maximum in lead conversion.
# # Bulk import your company data Easily Import Contacts & Accounts data using familiar .CSV and tab-delimited file formats; speed up data entry and ensure accuracy. Visually map the fields to import; manage imported accounts from the Customer Sales Portal. Share updated data with pipeliner’s Address Book.
# # Customize shared checklists & settings centrally Standardize Common Lists shared with the sales team to qualify leads and opportunities throughout the sales application for accurate sales forecasts and reports. Choose the Base Currency you want to use to valuate your deals across the sales organization. Setup currency conversion tables to automatically convert regional transactions to your base currency.
# # Custom products & services list Choose from one common list of Products & Services ensuring consistent data entry. Customize the product & services checklist used in reference with opportunities from within the sales cloud.
# # Custom list of account types Choose from a common list of your Account Types to ensure consistent reporting. Customize the types of accounts used to qualify the opportunities and sales leads inside your sales pipeline.
# # Customized task related activities Share a common list of opportunity related Activities associated with the performed tasks. Standardize and share the list of Activities associated with every deal for insightful reports.
# # Shared list of industries Use and customize one common list of account related Industries. Standardize and share the dropdown list of Industries associated with every deal; from one securely hosted location.