Consulting & Training

Customised consulting. pipeliner adjusts to the existing structure of the company and the sales department – not the other way round.

Before implementing pipeliner into a company’s sales management structure, individual adjustments are made in consultation with the customer. Each company works to a clearly defined sales cycle. This serves as the template for the customised sales structure set up in pipeliner. A tree-shaped structure is also set up in the background and is based on the distinct structure of the company’s sales team.

The first step involves defining the pipeline. Next, the number of stages and their respective weighting are established. Then all the documents and templates needed for smoothly functioning sales management are created.

Product training

pipeliner training
uptime offers customers the possibility to attend comprehensive pipeliner training sessions. These are individually arranged, depending on the size, guidelines and requirements of the company, and can be held for groups as well as for individuals. These training sessions cover all aspects of the pipeliner – participants can familiarise themselves with the programme and learn how to use the main features.

WebAdmin training
In addition to the adjustments that uptime make together with the customer prior to integration, the “WebAdmin” feature also gives the customer the possibility to make changes to pipeliner on the fly. WebAdmin can be used to create new clients, while templates can be updated or created from scratch. The settings can be used to create, for example, industries, while new datasets can be created in the address book and addresses imported. Each change made in WebAdmin plays out across the entire system and is therefore visible to all team members.
Individual training sessions are offered for the Administrator – the person entrusted with supervision of WebAdmin by the company.