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Enabling your sales team for maximum performance!

In a team environment you can take advantage of the powerful collaboration features built into pipeliner’s Team Edition sales software. For companies of any size, with one or many sales teams, pipeliner provides a ground breaking new way to look at and manage your company’s sales opportunities. Dynamic targets and real-time reporting keep your sales teams focused on closing deals faster.

* All products require an annual contract.

Hosted on our ultra-secure, state of the art, CLOUD computing environment, accessible through your individual customer portal, pipeliner scales easily and can be deployed in an instant and at a fraction of the cost, without you having to commit additional IT resources. We guarantee your data’s safety, integrity and constant availability. Best of all our unique software architecture enables your sales people to work either online or off-line depending on their individual situation.

pipeliner Team Edition comes in three different versions to accommodate the different needs and roles inside your sales organization. The different versions can be combined freely within a team pipeline.

Opportunity Management
Sales Pipeline Management

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.
Basic Sales Targets

Compare the opportunities in the pipeline to a defined sales target. Basic sales targets allow you to enter one target that shows the results as weighted, un-weighted or real.
Dynamic Sales Targets

This pipeliner function shows your sales performance according to the pre-defined goals that have been decided upon. Depending on the chosen settings, you can see your total opportunity values in weighted, unweighted or actual conditions.
Lead Management

A lead is the first "raw contact" and contains the contact information of potential customers willing to buy products or services. Every lead is the foundation of an opportunity and the prerequisite for every pipeline.
p-connect Reminders

Reminders can be set and administered for opportunities, acquisitions, leads, activities, meetings and messages.
p-connect Tasks

All tasks can be administered. Tasks can be divided into sub-tasks and distributed among the users.
p-connect Appointments

All appointments can be administered.
p-connect Communication

Messages can easily be created and distributed to single or multiple users. Discussions can be initiated for all messages. An internal communication system was created to distribute messages quick and efficiently and start discussions for each of them.
Opportunity Filter

The filter allows the user to break down the pipeline in all dimensions, be it products, time frames, different phases, etc. The function enables one to concentrate on a specific part of the pipeline.
Team Lead Import (CSV)

Multiple leads can be imported by CSV-file via the customer portal. These leads appear in the team lead management area and are automatically distributed within a team.
Team Opportunity Filter

Integrates the manager view in the options filter. The filter can be used to break down the pipeline in all dimensions using the opportunities of all the users.
Opportunity Team Assignment

Each opportunity belongs to a specific owner. pipeliner also enables a team to work on opportunities. The owner defines the team that has access to the opportunity.
Team Lead Management

Importing leads from an exhibition or campaign can be done through web services or the customer portal. The leads can be assigned to individual persons pr processed by an entire team.
Lead Import (CSV)

The lead is the first and one of the most important steps in sales. Leads can be imported directly per CSV-file into the lead panel of the application for further processing.
Document Management

Any kind of document can be attached to every opportunity. The attachment can be performed directly or per drag-and-drop. Be it offers, plans or even meeting minutes, documents can now be managed for all phases of the sales cycle.
Opportunity Data Export (CSV)

The filter can be used in order to export specific opportunity data per CSV-file. Data can bce exported quickly in order to be used for further campaigns.
Contact Management
Organizational Charts

Enables the user to produce organizational charts for individual accounts. Relationships between individual contacts, as well as individual assessments can be created.
Contact Management (Private)

Private contacts and accounts can be administered in the address book. These are managed by the user himself and are not made public. All contacts can be used for the organizational charts.
Contact Import (Private)

Private contacts/accounts can easily be imported in the address book via VCF or CSV-files. Single contacts/accounts are imported via VCF-files. Multiple contacts/accounts can be imported via CSV-files.
Contact Management (Company)

Company contacts and accounts can be administered through the customer portal. All contacts can be used for the organizational charts.
Contact Import (Company)

Contact and Account information can be imported into the system through a CSV-file. All imports are administered within the customer portal. The CSV-file import allows the import of multiple contacts/accounts.
Opportunity Analysis & Sales Reporting
Archive

Each close cannot only be “saved” in the archive, but also reactivated at any time and fully reintegrated into the pipeline as a further opportunity.
Print

Use the print function to print out all information regarding the opportunity. From tasks to account information and organizational charts, the filter lets the user decide what to print.
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.
Business Intelligence Dashboards

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 in 3-D format.
Profile Settings

Using the filter functionality, profiles can easily be saved in order to get a quick overview of any part of the pipeline at the click-of-a-button. Macros (Profiles) can also be limited with a target for direct comparisons.
Opportunity Log

This function logs, in detail, all of the activities that occurred around the opportunity. A log is a “time stamp” that is saved in the background of the application and can be triggered per click-of-a-button within each opportunity.
Team Log Reports

Log reports enables the detailed reporting of all logs saved in the background of the application. The report and the corresponding filter gives a “time-stamped” logging of all activities for all opportunity.
Hit-Rate Manager

The Hit-Rate Manager is an activity-based sales management tool. All activities are measured and compared within a specific time frame. This can be used for individual users or entire teams.
Administration & Team Cloud Management
Updates

For all versions, the updates within one product life cycle are included automatically.
Upgrades

Upgrades are automatically included for all team licences. For p-one users, upgrades are included for the product life cycle.
Advanced Product Clusters

Products and services can be set-up directly in the customer portal. Each product or service is directly assigned to a opportunity. These are connected with the Filters, Targets and all functions within the management center for precise reporting at all levels. Products or services can sturctured hierarchical.
Customer Portal Access

The customer portal is used to control, set-up and customize each team pipeline. Different settings and a complete license overview are some of the features that the customer portal offers.
Sales Team Management

The entire sales structure of the company can be depicted in the systems. This is connected with the Filters, Targets and all functions within the management center for precise reporting at all levels.
Server Back-up (Max. 1GB)

All of the data entered in the team pipeline is backed up on a secure server, where the data can be permanently retrieved. Every pipeliner has a storage space of 1GB. Additional costs apply for additional storage space.
Mobile, CRM & Contacts Integration
MS Outlook Integration

The Outlook plug-in for Windows makes it possible to directly synchronise all contacts, calendar entries and tasks between Outlook and the pipeliner. The pipeliner Dashboards are directly integrated into outlook with automatic synchronization. Leads and attachments can be created directly over Outlook. The plug-in can be downloaded directly through the download area of our website.
Mobile Solution

Entering leads, access to the entire address book and task lists are available on the iPhone. The App can be downloaded directly from the iTunes store.
MS Dynamics CRM Integration

The seamless integration of pipeliner with Microsoft Dynamics 2011 creates an unprecedented pipeliner “front end tool”, which is embedded in the successful and well tried and tested CRM system Microsoft Dynamics.

Editions

Cloud standard price monthly costs

$ 49.99

Cloud standard price monthly costs

$ 34.99

Cloud standard price monthly costs

$ 19.99