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Track Business Drivers and Uncover New
Sales Opportunities with Account Management

pipeliner provides account management tools that allow you to increase account penetration by building relationships, developing effective account plans and tracking account related activities. It enables sales people and their managers to monitor progress as it happens, share timely advice and provide assistance when needed, to keep opportunities moving forward.

Account Management tools effectively drive new opportunities

It is a well- documented fact that it is easier to sell additional products and services to existing customers than it is to find new customers and make your first sale. Account management focuses on creating new opportunities by strategically penetrating existing accounts to uncover other areas within the account to grow. Activate new opportunities from cross selling of additional products or by selling to other departments within the same company, other divisions, parent companies, subsidiaries and joint ventures.

Comprehensive view of all Account details and related Opportunities

pipeliner makes account information available to all members of the sales team. You can easily obtain a clear picture of your accounts and opportunities, including all active, won, lost or suspended deals for a company. Determine revenue potential and view all pipeline details for each deal. Keep everyone up to date with real time and always updated account and opportunity data.

grow relationships to uncover new opportunities

pipeliner’s account management tools facilitate the process of growing relationships and help maximize your efforts regarding account penetration. Uncover the most profitable customer classes, devise an effective account plan, track account progress as you uncover new opportunities, get real-time feedback on the effectiveness of efforts with key performance metrics that deliver actionable insights.

Build a deeper understanding of buyer's organization

With tools that allow you to identify decision makers and their influencers, and that enable you to draw the links between all key persons involved in the deal, you can learn to understand the buying roles of individual contacts and so shape your ability to meet objections and align your value proposition most effectively.

Monitor new opportunities within existing accounts

pipeliner makes it easy to track all account activity effectively and monitor freshly uncovered sales opportunities as they progress through the sales pipeline. All related opportunities are always accessible directly from the account summary view or from the Account Details Panel. Opportunity details are all but one click away.

Is always accessible and goes with you where you go

Always accessible and contacts can be comfortably accessed while on the road. When working as a team, the team edition of pipeliner, secures your account data securely on the team Cloud. The central administration of your account data and team members, added to the uninterrupted availability to your entire sales team, make pipeliner a sales application that you can depend on.

Built-in Account Management tools to assist your account planning

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Manage and share updated account details

Accounts are intuitively managed from within pipeliner's Address Book. In the Team Edition accounts are securely hosted on the Cloud enabling everyone on the sales team to stay up to date. Add contact details to leads or opportunities easily using the Address Book Quick Selector tool. Choose from three different ways to display your accounts; easily sort, toggle the display of data and filter accounts by name and/or position or any other criteria you choose. Edit details instantly. Add personal notes where you see fit.
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Classify & Track Key Accounts & Industries

Classify Key accounts, customize your list of industries and customer types to use to help you better understand the business landscape and track account developments effectively. A simple hierarchical permissions structure limits the ability to edit account details to their owners and managers; it also helps toggle views of accounts by sales territory and regions.
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Document and Share your Account Strategy

From the Account Panel you can record and access all strategic account information, document relationship history, business drivers, and comment on account related developments. It’s an effective tool for account planning allowing you to access all opportunities for an account, in the active pipeline or in the archives, directly and with just one click.
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Account Planning tools help grow relationships

Essential to account planning is the ability to Identify key people and their influencers, map out their relationships and record profile information to help you better align with the prospects buying cycle. Create influence maps of your prospects buying organization to devise an effective relationship plan. Map role and influence of your contacts for each account and opportunity on the fly.

Track Account Classes and Monitor Opportunities

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Track all account related opportunities

One click from the account summary in the Address Book to access all opportunities for that account, it’s that easy. All account related opportunities are highlighted, and neatly arranged according to how far along the sales process they are to give you added insights at a glance. Access opportunity details directly, set reminders, archive opportunities, all instantly from the interactive opportunity desktop.
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Dashboards to monitor progress by account class

Dashboards, also accessible directly from Microsoft Outlook with our Outlook plug-in, provide real time feedback on your account activities. Monitor the volume of business expected from your different account classes, track opportunities along the sales steps and the contribution of each account class in your active pipeline. Select and configure the charts you need to stay on top of your accounts.
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Export and share Account reports on the fly!

Generate meaningful Account activity reports from within the Management Reports module. Filter, select, change view options, to generate the reports you need on the fly. Export report data for more intense analysis or print to .PDF to conveniently share. Select from multiple reporting dimensions including products and services, sales teams, sales rep, sales steps, sales units, regions and many more.
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Manage and Track Account related Activity

Assign Tasks and Activities or delegate them to your team members. Follow developments, share Information on key accounts and opportunities with your sales team, and discuss all aspects of your opportunity with others. Managers can provide active coaching to the sales team with a simple, hierarchical permissions structure, which makes it easy for managers to view the deals of everyone on their team.

Follow-up Accounts Always and from Everywhere

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Cloud hosted and mobile SalesCRM

Whether as Standalone Sales Application or hosted in your team’s CLOUD, pipeliner is accessible always and from everywhere.
Enjoy the freedom of a mobile Sales CRM and take your lead and opportunity management on the road with the sales mobility solution for iPhone, iPad, and Android smart-phones.
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Share Meaningful Profile Infos

Develop meaningful profiles of your contacts, share them with the rest of the sales team and keep everyone on the same page. Identify influencers and dig deeper into their personas. Identify their pain points; determine the level of influence, their buying role, attitude and what they expect to get out of the deal. See how to visually map relationships with pipeliner.
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Simple editing permissions

pipeliner uses a simple hierarchical based permissions structure to facilitate working with and editing of your contacts in a group environment. Edit account details as owner only, enable the Manager roles from your customer sales portal to gain managerial access. You can add private comments to any account that will be saved for future reference.
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Leverage your CRM Accounts

Make pipeliner even more dynamic with our Sales CRM Plug-In for Microsoft Dynamics. Pursue deeper, more active relationships with customers and prospects; automate processes and workflows; add support for all customer touch points in your enterprise, for the Sales CRM Application that delivers fast.

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.