p-plus
Enable sales people across the sales organization
p-plus is the essential sales toolkit for sales reps working in a team environment. Packed with the same powerful contact- and opportunity- management features as its siblings pipeliner p-plus ads advanced lead management functionality by allowing team members to share and import leads across the sales organization easily.
Through the sales dashboard and extensive reporting functionality sales reps can monitor their own sales performance in real time, an important step toward enabling the sales organization.
Most importantly, pipeliner p-plus provides the document management capabilities which allow the documentation of customer interactions at each step in the sales process. Based on your company’s best practices, inspired by your top sales performers, it is now easy to put together a winning sales play book which your whole sales team can follow to replicate past successes and win more deals.
How does team environment work?
The p-plus version of pipeliner is based on our web-online cloud service pipeliner "Customer Portal".
The pipeliner customer portal enables pipeliner customers:
- to maintain and administer their own account in an easy and efficient way
- in larger organizations where some or all processes are delegated within the corporate structure, customers are able to delegate certain pipeliner maintenance
- and administrate tasks to different employees based on designated user roles.
These tasks include the possibility to:
- up- and downgrade between different product variants
- set up support requests or to obtain credit in order to pay for the pipeliner services.
- keep track of the usage of the pipeliner services and costs.
Furthermore, you are able to set up your sales pipeline according to the needs and requirements of your sales department on your own.
p-prime vs. p-plus
The key upgrade feature for p-plus focuses on the possibility assign different leads within a team environment to different team members. The feature becomes truly attractive for larger organizations and where leads are generated from a single source (i.e. call centre, pre-sales activities, external sources) before being assigned to the sales team for further process management.
pipeliner p-plus version includes following features
Team documents
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.
Sales 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.
Opportunity Data Export
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.
Macro Settings (Filter Save)
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.
* the p-plus version builds on the term version of p-prime!
Do you need to see progress of your sales team members within the company? Then you should check-out pipeliner p-max version!
For Single User
For Teams
Have you tried the pipeliner’s p-mobile, the sales app solution for iPhone, iPad, and Android smart-phones?
Do you know that you can sync your MS Outlook contacts with pipeliner?
