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Making Opportunity Management more
intuitive with pipeliner’s Interactive Desktop.

At-a-glance actionable insights into your sales pipeline delivered directly from within the Opportunity Desktop
make Opportunity Management with pipeliner more intuitive, enabling you to close deals with greater ease. An
interactive overview of all leads and active opportunities, neatly arranged along your sales process steps provide you
with the overview you need to keep deals moving forward. Get instant access to key details, zone in on any angle of
your sales pipeline and monitor progress as it happens to be most effective at maximizing your opportunities.

Visualize, Interact, take Action; Opportunity Management made easy!

Visualize your pipeline and act instantly.

An interactive map of your opportunities neatly aligned along your sales process steps, is only one of the ways pipeliner helps visualize your sales process. A Timeline View with live opportunity data you can access instantly, dynamic sales target displays and Sales Performance Dashboards allow you to look at your opportunities in many ways, and provide the insights you need to keep deals moving forward.

Drag and Drop to Stay on Top.

Point to any opportunity for details, drag and drop to move it along the sales pipelinel. Access and attach relevant documents and templates with just a few clicks to keep everything organized and instantly accessible. Follow, share, assign, schedule … all comfortably and right from within the interactive opportunity management desktop.

Use best practices to guide you at every step.

To keep opportunities moving ahead, your sales process needs to go beyond defining the top level phases and show what to do next, and how to complete each step successfully. Job aids, sales tools, work materials and sales document templates based on your sales best practices, can easily be incorporated to each phase and instantly be shared with the whole team.

Be more productive manage opportunities effectively.

Give your productivity a boost; an interactive interface allows you to access key data and organize materials with ease and speed. Set actions, assign tasks, monitor everything in real time. Seamless integration with Outlook and mobile accessibility made possible with the free pipeliner for iPhone app, allows you to work the way you are used to, even while on the road.

Powerful opportunity reporting at-a-glance.

Multiple interactive views of your actual sales pipeline for insights into you sales pipeline delivered at-a-glance and that you can act on. Generate comprehensive opportunity reports on the fly. Team opportunity logs, activity and performance reports, dynamic goal indicators & performance dashboards all help you monitor progress in real-time and help keep everyone on track.

Manage multiple pipelines that you can easily share with others.

With pipeliner you can create and independently manage multiple pipelines and team pipelines. This allows you to create job specific processes, or test different sales strategies, involving a different set of sales steps and job related work aids. You can easily transfer your pipeline to your team pipeline, match sales steps and define the documents to be migrate and where.

Boost Productivity and reach your goals consistently

Sales Pipeline
Sales pipeline

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 nicely aligned along your sales process steps, you can focus and arrange your view through filters and view options. Drag n' drop opportunities to move them along, attach materials as needed to keep it all organized. Take a closer look at some of the other Pipeline Management features created to help you sell.
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TimeLine View of your opportunities

The interactive timeline representation of your opportunities, gives you the same instant accessibility to all opportunity details, displayed along an interactive timeline. You can filter and display those opportunities you want to focus on instantly. Point to any opportunity along the selected time frame to display the opportunity's key details, click to access the Opportunity Plan. It's that easy to manage your opportunities with pipeliner.
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Opportunity Control Panel for total overview

The Opportunity Control Panel gives you the perfect overview of your opportunity plan, and provides direct access to all activity planning tools. You can edit account and opportunity details directly and access influence mapping sales tools that are built right into the system. See other ways in which we have made Opportunity Management with pipeliner more intuitive and easy to use.
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Real time monitoring of your sales efforts

Dynamic goal indicators & performance dashboards that follow you everywhere and help you stay focused on achieving your goals. Dynamic and basic sales targets allow you to monitor your sales effort in real-time based on pre-defined sales goals. Sales Performance dashboards give you over 20 different views on your progress and can be integrated seamlessly into MS Outlook for your convenience.
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Sales Tool & Templates
to guide you along

Create easy to follow Job Aids and Sales Process guides that can be shared with others. Team document management enables you to create and manage templates for key sales documents, and assign them for use to any phase in the sales process. Built-in sales tools provide insights into the prospects' buying organization and help you align your winning proposition.
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Opportunity Filters & profile settings

Zone in on any set of opportunities inside you sales pipeline and focus on those cases that need your attention the most. Filter, sort and arrange your opportunities by product, sales rep, territory, team and more. Predefined role based profiles, with custom filter and view settings, allow you to, quickly and selectively produce the information you need, when you need it and with speed.
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Manage and share multiple pipelines

Easily Migrate and automatically Synchronize your opportunity details, tasks, activities and assignments to your Team Pipeline. An interactive graph allows you to match your sales steps to those of your team pipeline. You can migrate documents with the same ease. Save and import your pipeline at any time, to manage certain opportunities differently or test different sales strategies.

These are but a few of the ways in which pipeliner can help you achieve better sales results consistently and with less effort. Take a look at all the other 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.