Win Together

Putting the “R” back in CRM

Start Your Free Trial 

Win Together

Putting the “R” back in CRM

Start Your Free Trial 

Win Together

Putting the “R” back in CRM

homepage mobile version
Crozdesk Sales Management software award
Software Advice Front runners 2021
Software Suggest Supreme 2021 Pipeliner CRM
GetApp Leaders 2021 to Pipeliner CRM
badge sourceforge top performer
G2 Leader 2021 - Pipeliner CRM
CRM Revenue Engine
CRM revenue engine white paper

Your RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Engine!

Pipeliner CRM has a unique combination of elements that power:
  • High-value, win/win relationships with your customers

  • Sales teams to collaborate with prospects, customers & internal teams

  • The highest level of visibility, transparency, and predictability for your business

Key AccountAccount Account 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 churnChurn Churn 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 customerCustomer Customer 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 metricsMetrics Metrics  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 productProduct Product 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

homepage screenshots solo key account management

Sales Force Automation

Everything you need to sell successfully!

LeadLead Lead 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 • PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. Management • Contact Management
Visual Buying Center • Archive (unique feature)

CRM software Sales Force Automation tools
homepage ebook win together taller

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

Project Engine

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

  • Set Tasks

  • Set Objectives

homepage screenshots solo project management

Reporting Engine

The most comprehensive sales reports available today!

Easily drill down into the detail of any report type by using Dashboards, Pivot Tables, Forecast or QuotaQuota Quota 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.

Sales CRM reporting engine
homepage colored bar automatizer

Automatizer

Built-in Automation Engine

  • Pipeliner CRM’s totally unique Automatizer workflow tool
  • Use conditions and triggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale. to automate many routine and repetitive tasks
  • No coding needed—use a point-and-click interface to build processes
  • Automatizer works with third-party integrations as well as Pipeliner CRM

Pipeliner Administration

No need for highly technical admins or consultants — Pipeliner administration is built to be used by those working in the business!

  • Define userUser User 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

Pipeliner CRM Administration tools

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 dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.:

Pipeliner CRM software navigation bar
solo power panel 1026

Power Panel

Allows you to modify items you see in your current view, including:

Multiple Views

See your data the way you want to with Pipeline View, List View, Map View, Bubble Chart View and Compact View

Pipeliner CRM software multiple views

Activities & Communication

Easily track & manage prospect & customer appointments, calls, meetings & tasks.
Track & view all communications with prospects, clients & team members in the dedicated Feeds section.

CRM activities and communication tools

Application Integration

CRM software with application integration

“77% of Global IT leaders say failure to digitally transform will impact revenue”

Integration challenges, however, continue to be a roadblock for digital transformation initiatives. The average organizationOrganization Organization 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.

API’s are more important than ever to allow ease of technology integration and Pipeliner offers these options:

  • Facebook’s bi-directional API, GraphQL

  • REST API

Experience Pipeliner the Product & Pipeliner the People