Features
pipeliner impresses with its clearly arranged design, high level of practical relevance and a consistently user-friendly layout that enables it to be used almost playfully. As an innovative tool, pipeliner is simple to integrate into existing sales structures as well as being easy to explain and intuitive to pick up as an application.
Pipeline
At the centre of the application is the pipeline, which visualises the entire sales cycle and in which a sales rep’s opportunities are clearly displayed in each phase, through to the close.
Dashboard
This special feature of pipeliner enables efficient reporting, which can be viewed at a glance. The key figures describing the success of individual sales reps, entire departments or countries are visualised in the dashboard and available at the press of a button.
Address book
Besides the integration of all accounts and the entry of private as well as business-related contacts, individual evaluations of individual persons can also be made and organigrams produced directly from the data contained in the address book.
Management reports
In addition to the quick overview in the dashboard, the management reports offer detailed reports in list form. These reports enable in-depth comparisons, evaluations and statistics, and can be imported into Excel for further processing.
Archive
Each close can not only be “saved” in the archive, but also reactivated at any time and fully reintegrated into the pipeline as a further opportunity.
Individual adjustments
Adjustments can be made in pipeliner to suit each company and its sales structure – this allows the separate stages of the sales cycle to be individually set up. The system adjusts to the existing structure in the company and the sales department – not the other way round.
In consultation with the customer, not only can the various stages of the sales cycle, their names and weighting be individually set up, but pipeliner can also be used to create a wide range of templates, such as offers, to satisfy the customer’s requirements.
