Key AccountAccountAccount refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. Management
Reduce churnChurnChurn is a term that describes the percentage of customers that leave or cancel a service or product within a given period of time. & expand your customerCustomerCustomer is an individual or an organization that purchases a product or signs up for a service offered by a business. relationships
Key Account Management consists of four primary features: Relationship Maps, Account Matrix, White Space and Org Charts.
Relationship Maps › visually map networks & relationships you need to be aware of
Account Matrix › visualize key metricsMetricsMetrics are quantities that are measured and used to: for building and maintaining effective relationships
White Space › see what products or services you have sold customers and identify the gaps
Org Chart › visually display the hierarchy within an account & label them according to a person’s role, their attitude toward your productProductProduct refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. or service, and their place in the company hierarchy
Sales Force Automation
Everything you need to sell successfully!
LeadLeadLead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. Management • PipelinePipelineSales pipelineis a visual representation of the stage prospects are in the sales process. Management • Contact Management Visual Buying Center • Archive (unique feature)
Learn more about our Win Together vision
What does “Win Together” mean?
Why relationships are the currency of success
The path from customer to advocate
How “Win Together” is our mission to impact the world
Just like any other discipline, Sales has multiple projects happening simultaneously & our new Project Management tool makes them easy to manage:
Create project plans
Manage project documents
The most comprehensive sales reports available today!
Easily drill down into the detail of any report type by using Dashboards, Pivot Tables, Forecast or QuotaQuotaQuota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards.…
No need for highly technical admins or consultants — Pipeliner administration is built to be used by those working in the business!
Define userUserUser means a person who uses or consumes a product or a service, usually a digital device or an online service. access with Permissions
Use the Audit function to monitor activity
Customize forms with drag ‘n drop functionality
Embed any sales methodology
Easily setup your product & services in the Product Catalog
Personalized User Interfaces
With Pipeliner you can decide what you want to see and how you want it displayed! The Bottom Navigation is like a picture frame that focuses the user on the key dataDataData is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.:
Allows you to modify items you see in your current view, including:
Integration challenges, however, continue to be a roadblock for digital transformation initiatives. The average organizationOrganizationOrganization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). runs over 800 apps, each with an approximate lifespan of four years. Less than a third of apps are currently integrated, with many of them existing in silos.
This lack of integration will be unsustainable in the future as organizations strive for increased business efficiency and better-connected experiences.