p-prime
Supercharge your sales team efforts!
Specifically designed to provide you’re inside sales and sales support team members with the tools they require so as to provide the best possible support to sales reps out on the field. With pipeliner p-prime it is possible to assign tasks and appointments to individual sales members, share customer insights in real-time through our newly introduced p-connect messaging system and efficiently track all appointments, activities and information associated with each and every business opportunity in your teams’ pipeline.
Team opportunity filters allow you to zone in on those opportunities which matter most. Through the team lead import feature it is easy to feed your sales funnel with fresh marketing qualified prospects your sales reps can immediately start working on.
How does team environment work?
The p-prime 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.
pipeliner p-prime version includes following features
Team Filter Functionality
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.
AddressBook CSV import
Contacts and Account information can be imported into the system through a CSV-file. Further, all address book entries can be exported into an Excel-file.
Server Backup
All of the data entered in the team pipeline is backed up on a secure server, where the data can be permanently retrieved.
Team Pipeline
Enables an entire company, unit or team to work simultaneously on one pipeline. There is no limit on the amount of users working on a team pipeline.
Team Report
The reports, which enable in-depth comparisons, evaluations and statistics, can be made for the entire team pipeline and exported into Excel.
* p-prime version includes all p-one features except document management, Profile Save Option, Management Reports and Business Intelligent Dashboard!
Do you need to to share documents with colleguages and use your company's leads? Then you should check-out pipeliner p-plus version!
Have you tried the pipeliner iPhone app? See on iTunes.
Do you know that you can sync your MS Outlook contacts with pipeliner?


