Enabling Sales Teams:
Dynamic, instant visualization of pipeline, processes & activities
- Complete, visual, contact management
AI-assisted alerts and intelligence
Focus on revenue target & high-priority activities
- Advanced mobile app
- Robust reporting & management
Easy to learn, easy to use
Integrates with any other system seamlessly
Low total cost of ownership
No full-time admin needed
Non-technical Drag & Drop configuration
No programmers/system integrators/consultants needed
- Rapid onboarding with minimal business interruption
Short learning curve for users & admins
Best in class onboarding, support and customer success
As a Sales Leader what is most important to you?
Instantly, Dynamically, Visually
Review your pipeline
Manage revenue risk
Collaborate with your sales team
Optimize How Your Salespeople Sell
Uniform and predictable
Right target buyer(s)
Focusing on the right leads
Access To Real-Time Data
Analyse win/loss rates
Review sales person/team/territory performance
Set key sales metrics & goals
Leading & lagging indicators
What Do Your Salespeople Need?
Easy-To-Use, Easy-To-Learn Visual Sales Tool
Intelligently cuts through the noise
Focuses on high value activities
Everything in one place (no need for multiple tools)
Easy To Follow Visual Sales Process
Clear pathway through the sales cycle
Guidance on correct actions & activities
Easy To Identify, Profile & Chart
Buyers and their roles in a sales process
Key contacts in an organization for account management
Easy to access
IOS & Android Mobile
Easy to use with current email system
Easy to grab data off the web
What will be different about your Pipeliner CRM trial experience?
We will treat your trial just as we would a customer implementation. You will be amazed at the speed at which we get you up and running.
Our customer team will be hands-on with you. We will guide & help you and your users to truly experience using the system. We won’t leave you to figure it for yourselves as other vendors do.
You will work with the same people during the trial as you will when you become a customer.
So what will it be like to be an actual Pipeliner customer?
Our customer success team will work proactively with you to implement Pipeliner fully for your organization.
We will train your CRM administrator & end users to get up and running on the system quickly. Then we will continue to train them at intervals to continually improve their proficiency and drive adoption.
Our customer success team will always be available. They will work with you to establish goals for your implementation. And proactively engage with you to ensure milestones are met.
We have the perfect combination of people & technology. Top class technical support representatives ready to help whenever you need it. Context-sensitive help built right into the application. Plus a host of learning tools such as videos & guides.
To Maximize Revenue, You Need a Simple, Winning Formula: