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Qualify sales prospects into Opportunities
effectively with Lead Management

pipeliner provides the lead management tools required to easily capture, distribute, follow-up and ultimately maximize conversion of your sales leads.

Sales Lead Management describes the overall process by which potential customers are identified, educated, engaged, qualified and passed on to sales to be converted into sales opportunities and finally into satisfied customers. pipeliner’s sales lead management module provides the tools to capture lead intelligence from lead generation campaigns, filter and distribute those leads effectively among sales team members, and effectively speed up lead qualification to keep a steady flow of fresh opportunities flowing into your sales pipeline.

maximize Lead Conversions intuitively

Speed up lead capture and improve lead accuracy

pipeliner provides multiple ways to capture leads accurately and efficiently to get sales leads flowing faster into your sales pipeline. Capture leads using the bulk import feature with familiar .CSV files; add leads directly into the system with just a few clicks or on the go using pipeliner for iPhone App; connect to other applications using our fully documented developer API.

Lead distribution in a team environment made easy

“Cherry pick” leads from a mutual pool of marketing qualified leads or push leads by assigning them to individual sales team members. pipeliner’s Team Lead Management enables effective collaboration of sales teams and streamlines the distribution of leads among sales reps by making it more intuitive and easy to use.

Collaborate on your lead Qualification efforts on the team CLOUD

Speed up lead conversions by enabling the entire sales team to collaborate on qualifying leads. Securely hosted on the team cloud and accessible through your Customer Sales Portal, your team lead data is securely stored in one central location, which facilitates the administration of sales leads and team members over the web. pipeliner’s Team edition is not only fail safe and performant, it also represents the most cost effective feature rich collaborative sales solution yet .

Speed up lead Qualification with intuitive tools

pipeliner's Lead Acquisitions module provides a simple yet very effective way to speed up the lead qualification process. It provides an environment where you can group, define qualification steps, follow-up with reminders, record results and directly qualify leads into new opportunities, quickly and intuitively.

multiple Lead Capture alternatives help accelerate conversions

Speed up Lead Capture and ensure Accuracy

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 Developer API. Quickly capture leads manually with just a few clicks.

Bulk Import Leads efficiently

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.

Developer API to integrate Services

Expand your sales toolbox by adding lead capture functionality with our easy-to-implement API. Develop custom web services to automatically capture leads from your website, add and distribute them among the sales team. pipeliner’s developer API allows easy integration and connection with other web based services.

Capture Leads while on the go

Easy capture your leads while on the road with our pipeliner for iPhone App. This Free iPhone APP enables you to capture leads also while on the road comfortably from your iPhone. Download pipeliner for iPhone directly from the iTunes store and enjoy the freedom of mobile Sales CRM.

Add new leads quickly & easily

Simply double click on the leads section of your interactive desktop to open the lead control panel and enter all lead details conveniently into one screen. Use the Address Book Quick Select tool to add existing contact & company details with just one click. Grade leads, add notes and share with the team.

effective Team Collaboration and Lead Distribution

Team Lead Management facilitates Lead Conversions

Team Lead Management helps your team collaborate effectively on Lead Conversions from a central, securely hosted environment on the Team Cloud that ensures uninterrupted accessibility to all members. “Cherry pick” leads from a mutual pool of marketing qualified leads or push leads by assigning them to individual sales reps. Filter leads and tweak view option settings to conveniently select and distribute leads. Easy team administration and data maintenance from one central secure location.

Lead Assignments and Intuitive Lead Distribution

Sales people are able to pull leads from a mutual pool of marketing qualified sales leads. A Visually enhanced lead list and lead Cards, combined with powerful filter options provide all the details necessary to make identifying and selecting leads easy and intuitive. Push leads by assigning them to specific team members, or to specific regional or functional sales units. Take or change ownership, or release leads as needed.

Sales Role Profiles with Filter & View Settings

Use predefined sales role based profiles, with custom filter and view option settings that make zooming into the most relevant leads quick and effective. Use filters and tweak your view settings to refine your selection and make navigating through a large number of leads efficient and intuitive. A simple hierarchical permissions structure makes it easy for managers to view the leads of everyone on their team.

Central Administration on the Team Cloud

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 TEAM pipeliner to keep you always up to date.

Speed up Lead Qualification to maximize conversions

Lead Assessment tools help Pre-Qualify Sales Leads

pipeliner's Lead Acquisitions module makes lead assessment simple and straightforward. Quick select lead contacts from the Address Book, group leads by lead source, lead generation campaign or other inside the lead acquisitions pane. Set up a phased qualification process in minutes. Add reminders to notify you of next steps. Record qualification outcomes directly into lead overview screen. Qualify leads into opportunities with just one click.

Phased Approach to Qualify Leads

Set-up custom multi-step lead assessment and prioritization processes to help you gather and record the information you need and determine the sales readiness of your prospects. Define a time range for completion of each phase, set reminders to follow-up on every step. Record results and remarks directly into the leads list, which provides you with the ideal overview from which to prioritize leads.

Inline Editing with Custom Fields

Use in-line editable free form fields to input the data gathered during each of the pre-qualification steps directly into the leads list. Convenient in-line editing speeds up data entry, improves data integrity and helps maximize lead conversion. Enter lead scores, remarks, any other descriptive information you choose directly into the lead list to support assessment of the sales readiness of your leads.

One Click Lead Qualification

Qualify your leads into active sales opportunities with just one click, directly from within the Lead Acquisitions Pane. Simply add an expected transaction value for the opportunity and projected closing date to qualify the lead. With just one click you can also access the opportunity control panel for converted leads, directly from the acquisitions pane. All notes and activity records are kept intact throughout the process.

Track each phase with reminders

Add reminders to each phase in your custom lead assessment and lead qualifying process to help you follow up on associated tasks and activities and help you maximize your lead conversions efforts. You can also schedule activities and associate tasks to each lead separately from within the p-Connect activity planning and messaging module. Lead reports can be generated on the fly to provide you with the lead conversion metrics you need.

Lead Tracking with intuitive lead reports & follow-up tools

Organize, Track and Manage Sales Leads effectively

pipeliner provides many intuitive ways to help you organize, documents, report and manage lead related activity. Track Leads and monitor your efforts with easy-to-use custom Lead Reports and real-time sales performance dashboards. Keep everything documented; attach supporting materials and notes for future reference, use History Log Reports to back track each step. Follow all lead related activity form within the p-connect activity center and never miss a step.

Associate Tasks & Appointments

Coordinate tasks and schedule activities; follow-up leads effectively. Set follow-up reminders to help ensure that every lead is worked diligently. Delegate tasks, share and communicate details with your sales team using the p-Connect messaging system. Follow-up your activities right from within Outlook, using the pipeliner for Outlook plug-in.

Organize lead related materials

Keep all documents and materials organized and instantly accessible. Attach notes, specs, images, any type of file to any lead that may help you during its qualification. Attach documents to individual sales steps you might reference later. Once qualified to an opportunity all related documents are transferred and made accessible from the Opportunity Desktop.

Track efforts with Lead Reports

Get actionable insights into your lead qualification process with pipeliner’s easy to use reporting tools. Generate custom Lead Reports that enable you to Track Lead Conversion across the sales organization. Dig deeper with History Logs that keep a detailed journal of sales activity. Select, filter & sort to generate custom reports that you can export, or print & share.

Multiple Views of your Leads List

Choose from one of three ways to display your interactive leads list . Each Full Card, mini card and simple list view isgraphically enhanced to not only look great but to provide instant status feedback to make lead selection easier. Alphabetically arranged for quick and easy navigation, drag n' drop leads into your sales unit, filter & search to find the most promising leads to pursue.

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.

Qualify sales prospects into Opportunities effectively with Lead Management