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Account & Contact 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

Contact management enables meaningful customer interactions

Contact Management provides real-time access to your account and contact information from anywhere and at any time. pipeliner gives you a complete view of your contacts from within the Address Book, with multiple views to select from. Easily obtain a clear picture of your accounts and opportunities, including all active, won, lost or suspended deals for a company.

# # Better understand the buyer's organization Develop a better understanding of the prospects buying cycle and align your sales proposition effectively using pipeliner’s interactive Organization Charts. This built in Sales Tool allows you to create pain and personality maps of key decision makers inside your prospects buying organization. Easily map the employee network relationship within an organization and how it relates to your opportunity. Develop charts for each opportunity independently.
# # Manage and share updated account details Accounts are easily managed from within pipeliner's Account Panel. You can maintain all account information comfortably from within the Address Book. Choose from three different ways to display your accounts. Classify accounts by class, type and industry. Extensive Address Book options allow you to sort, toggle the display of data and filter accounts by name and/or position.
# # Classify your accounts with ease Get a clear picture of your Accounts and opportunities, including all active, won, or lost deals for a company. Add a description, relationship history, sales strategy and business drivers affecting the contact's business. Classify Accounts by class, account type and industry. Add new opportunities with just one click.
# # Map out your 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 approach, with interactive Organization Charts. Map role and influence of your contacts for each account and opportunity on the fly.
# # Leverage your existing account data Conveniently Import & Export you customer account details into pipliner's Address Book using familiar .CSV file format or vCards. Single accounts can easily be imported, or exported, using .VCF-files, while bulk imports of your Accounts is made possible using the familiar .CSV tab-delimited file format.
# # Intuitive and insightful Contact Management Contact Management provides real-time access to your contact information right from within pipeliner's Address Book. Manage Contacts with ease and share details with the entire sales team. Add a picture, specify your contacts position, and link them to an account; with just one click. Access contact details easily; filter and sort Contacts using extensive Address Book options.
# # Identify key decision makers Identify Key Contacts in your prospects buying organization and map their influence on your opportunity. Identify key decision makers and assess their Pain & Gain to best align your winning sales proposition. Assess their competence, add internal contacts and their impact, and identify possible obstacles to overcome.
# # Leverage and share contact details Leverage existing contact data; conveniently Import & Export your customer contact details into pipliner's Address Book using familiar .CSV file format or vCards. Single contacts can be imported via .VCF-files while bulk import of your Contacts is possible using a .CSV or tab-delimited file.
# # Collaborate with your team for better results p-Connect enables seamless communication among your sales team members. Socialize. Discuss. Share opinions, views and advice with your sales team intuitively. p-Connect provides a central place for all Tasks and Reminders set in your pipeline. Schedule Appointments for all members and invite them to join in on meetings. Sort and filter, edit, delete, share and comment on any activity.
# # Set reminders for any occasion With pipeliner you will never miss a step. You can set Reminders for any opportunity, any sales lead and lead acquisition. In addition, you can add reminders to scheduled activities, appointments or received messages.
# # Assign Tasks to team members Create and delegate as many Tasks as you see fit in order to progress your opportunities. Comment on your progress and share tasks with your colleagues with ease. Customize Task Types that you can share with your sales team for consistent reporting.
# # Schedule & share key dates Schedule and delegate appointments, events and meetings associated to each opportunity and share them with your sales team. Search your Appointments list and set reminders for key events comfortably within pipeliner’s Activities control panel.
# # Discuss any opportunity p-Connect provides an internal communication system enabling quick and efficient messaging among sales teams. Create & distribute Messages and start Discussions on any task or opportunity; share insights with your team; follow discussions as they develop.