Pipeliner CRM — It’s All About Sales!
We are a sales enablement tool. We focus on pipeline management, sales process & analytics.
Pipeliner CRM Mobile
Powerful Pipeliner CRM on the go!
Far beyond the traditional CRM dashboard concept.
Always know where your sales are happening.
Dynamic Target: Goal always visible and front-of-mind.
Powerful, visual sales activity management.
Map out who is influencing the sale and the role they play.
To Maximize Revenue, You Need a Simple, Winning Formula:
As a Sales Leader what is most important to you?
Instantly, dynamically, visually
- review your pipeline
- forecast sales
- 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
Always know where you are in relation to your revenue target.
Define what actions salespeople should take.
Instantly & visually compare salespeople, team & territory performance.
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
System intelligently suggest other actions to take.
Scheduling and managing activities is fast & simple.
Map out and identify who is influencing the sale.
Pipeliner CRM Mobile
Most visual & advanced mobile CRM App available.
Create accounts, contacts & more directly from your email.
Pipeliner CRM Web Clipper
Capture leads straight from the web into Pipeliner - no manual data entry!
Easy to access
- online & offline
Easy to use with current email system
- MS Outlook
Easy to grab data off the web
- Web Clipper
- Google Forms
If increasing sales is critical for your organization,
what is stopping you taking action today?
There’s just so many sales tools out there with new ones coming out constantly.
No time to really evaluate a new tool.
Providing salespeople with a host of tools is becoming very costly and very distracting plus they have to be updated, integrated.
CRM is difficult to implement, takes too long, salespeople don’t adopt it and the total cost constantly increases with the need for professional services and consultants to try and get it to work.
Every vendor seems to make the same promises.
Staying with spreadsheets or a current system just seems easier even when those solutions are obviously not really working.
This is why we decided to take a unique approach to evaluating Pipeliner CRM,
dramatically different from any other vendor.
We will treat you like a customer
even during your trial.
You do the evaluating, we do the work!
This will be the easiest, most productive & least onerous trial you have ever taken!
What will be different about your Pipeliner CRM trial experience?
Treat You to Our Five-star Customer Experience
You will work with the same people during the trial as you will when you become a customer.
Setup Your Trial System With Some of Your Real Data and Users
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.
Proactively Guide You Through the Trial Process
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.
So what will it be like to be an actual Pipeliner customer?
Implementation and roll-out will be fast and minimally disruptive.
Our customer success team will work proactively with you to implement Pipeliner fully for your organization.
Training Initial & Ongoing
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.
We are totally invested in your success
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.
Multi-level customer support
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.