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Sales Tools & Job Aids
your virtual on demand sales assistants!

Powerful integrated sales tools and support for custom job aids, assist you during each phase of the sales
process, and help standardize your sales efforts to keep deals moving forward.

Standardize and share your best practices through job specific work aids such as guides, practical sales tools
and other sales resources you might use to support your sales efforts during each step of the selling process.
Integrated sales tools provide easy to use advanced opportunity assessment and qualification helpers that
assist you in gaining valuable insights into the buyers' organization, and provide key pointers for aligning your
winning sales proposal with your prospects buying cycle.

Enable performance with job aids that help you to get things done!

To ensure consistent adoption of a sales process by your team, your selling process needs to go beyond defining the top level
phases and show them what to do next and how to complete each phase in the sales cycle successfully. Job aids assist you
in this process by providing directions on how to complete the tasks at hand and so keep opportunities moving ahead.

Provide actionable guidance with sales process specific job aids.

To keep opportunities moving forward job aids provide direction on how to complete each of the stages in your sales process successfully. Each sales methodology provides a set of phase specific guidelines and work materials which help direct your efforts every step of the way. Integrated team document management helps keep everyone in the team up to date.

Use templates to enable consistent use of key sales documents.

Easily create templates of your most important sales documents, like outlines for contracts, proposals, and share them across the sales organization. Organize key sales tools and templates along your sales process to ensure consistent use when actually needed. Customize email templates, summarize conversations and recommend next steps to ensure consistent and effective communication.

Powerful opportunity assessment tools built right into the system.

Engage prospects to uncover the right information needed to align your offering with the prospect's business issues and improve your close rates. Devise effective relationship plans with interactive influence maps of your prospect company's key contacts, map their influence, determine their pain and gain on the way to developing a winning proposal.

Seamlessly integrate your favorite office productivity software, to save you time.

Keep everything organized, instantly accessible and easily editable. Existing sales templates created in word, excel, power point or any other productivity app can be attached to every opportunity for instant editing inside your favorite app. The Outlook plug in allows you to access all sales pipeline details directly and synchronizes automatically to keep everything organized and always up to date.

Fully document your customer interaction and keep all job details organized.

You can attach any type of document, image or other type of resource to any opportunity instantly. Allows you to keep all relevant information organized and in one place. Plan ahead and develop your sales playbook intuitively. A versatile document management infrastructure supports direct liking to your favorite productivity desktop applications.

Powerful sales tools that provide insights on your best course of action.

Sales Pipeline
Sales Pipeline

Manage, organize, share key documents & job aids

Create easy to follow job aids and sales process guides that can be shared with others. Sales best practices can be easily incorporated directly into the sales process. Team document management enables you to create and manage templates for key sales documents, and assign them for use to any specific phase in the sales process. Attach any document to any opportunity along the way, to keep everything in place and always accessible. See how pipeline management can make you more effective.
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Map out an effective relationship strategy

Create influence maps of your prospects buying organization to devise an effective relationship plan. Identify key contacts and map their influence, assess their Pain and Gain as to best align your sales approach. With our Buyer’s Influence Tool you can create organizational charts on the fly for each of your opportunities. See other advanced Contact Management features.
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Pain & Personality Map Sales Tools built right in

Create a check list of Competence Criteria to assess the contacts role inside the buying organization. Define your own check list of Qualification Criteria. Determine the impact of other team members on your contact. Comment on obstacles and other issues relevant to your opportunity. Access the Pain & Gain tool from within our easy to use Contact Management environment.
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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.
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Easily integrates with office apps and devices

The FREE Outlook Plug-in allows you to best leverage contact and activities you are currently working on. Our Sales CRM plug-in for MS Dynamics CRM goes even deeper, allowing you to integrate automated workflows and providing a complete picture of all customer interactions across the whole company. More on pipeliner integration...
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Mobile accessibility with iPhone app

The pipeliner for iPhone App keeps you always posted when on the road. Get instant updates on opportunities, access contact and opportunity details directly from your iPhone. Enter leads, set reminders, access contact details on the go. Download pipeliner for iPhone directly fromn the iTunes store NOW, enjoy the freedom of mobile Sales CRM.
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Easy team administration on the sales cloud

The cloud hosted sales portal makes team administration easy. You can customize check-lists, assign territories, manage user profiles and much more. You team pipeline data is securely hosted on our state of the art cloud hosted environment and made available to your entire sales team on the cloud.

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 sales process enabled sales application with job aid support and built in sales tools p-free NOW and experience for your-self how easy it can be get ahead in sales.