Region

Sales Pipeline Management

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

Visualise your sales pipeline

Pipeline management allows sales people and their managers to more accurately forecast their sales, better manage their time, and ultimately close more deals. By ensuring consistent use of sales best practices ...

# # Intuitive approach to pipeline management pipeliner’s intuitive approach to pipeline management allows you to easily map your sales methodology, capture qualitative and quantitative information about individual leads and opportunities, track performance and effectiveness metrics in real-time, create reliable and accurate forecasts so as to develop targeted sales action plans. All key sales process components are available at one glance making pipeline management more intuitive and accessible; enabling sales people to perform more effectively.
# # Interactive opportunity management desktop The Interactive Desktop gives you instant access to all opportunities, guides your efforts along the way, and puts what’s needed next right at your fingertips. Opportunities are neatly arranged along the sales process steps. Focus and arrange your view through filters and extensive view options. Drag ‘n drop opportunities to move them along; attach materials as needed to keep it all nicely organized.
# # Track opportunity and deal progress Capture each action and activity relating to a lead or opportunity, giving you a permanent record of how the deal progresses through the sales process. Detailed History Logs provide the complete historic records of all actions and activities related to each deal.
# # Easily filter and select opportunities pipeliner’s Opportunity Filter settings allow you to break down the sales pipeline into any dimension you choose. Filter opportunities by product, time frame, sales step, sales rep, sales unit or key word to zoom in on those opportunities that need your attention most.
# # Export opportunities for further analysis Easily Export Opportunity data to Excel spreadsheets and .CSV files for third-party databases and backup. pipeliner’s Filter Settings can be used to select exactly those opportunities you want to export and share with other channel campaigns or nurturing activities.
# # Integrated lead management functionality Lead management makes it easy to capture, follow up and convert your sales leads. It helps reduce data entry time, speeds up the lead qualification process and improves conversion to maximize close rates. Arrange leads into campaign specific groups inside the Acquisitions Panel; define a phased qualification workflow and enter data directly into the leads list for maximum efficiency.
# # Collaborate your lead management efforts pipeliner’s Team Lead Management enables the entire sales team to collaborate on lead qualification. Filter leads for easy selection and distribution among team members. Take or change lead ownership at any time; assign and follow leads as you see fit; directly qualify hot leads into opportunities keeping all information.
# # Easily bulk import and share leads Get leads into the sales pipeline faster and accurately with pipeliner’s bulk Lead Import functionality. Easily import any size lead file using familiar .CSV and tab-delimited file formats to speed up data entry and ensure accuracy. Automate lead import through custom web services using pipeliner’s API.
# # Efficiently organize opportunity documents Team document management enables you to create and manage templates for key sales documents and assign them to any phase in the sales process. You can attach any type of document to each opportunity along the way so as to keep everything well organized, instantly accessible and well documented.
# # Pre-define role based user profiles Sales role based user Profile Settings available in pipeliner, enable you to pre-define opportunity filter, permissions and view settings. Saved Macros (pre-defined Profiles) are accessible instantly. With just one click, you get a quick overview of any part of the sales pipeline you wish to focus on.
# # Print opportunity details and reports You can Print all opportunity related data from tasks to account details and organizational charts easily. Print to your network printer or generate .PDF files that you can conveniently share with others. Extensive Opportunity Filter settings make it easy to select those records you wish to print or share with others.