Brand New 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. Actions!
Now you can add actions to each stage of a Lead process just like you can for each stage of the sales processSales ProcessSales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology.. Being able to add this additional layer of qualification to your lead process means you can qualify more thoroughly and faster.
💯 New ForecastingForecastingForecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors. Enhancement
Want to take your Forecasting to another level? We have added the ability to create Custom Forecast Hierarchies - this now allows you to forecast different use cases, such as 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. Based Forecasting or 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. Forecasting for example.
Plus you can now Forecast using any date field such as Shipping Date, for example, and are no longer restricted to just using closing date.
How about customizing the final form an SDR or Salesperson sees when qualifying a Lead into an Opportunity - well now you can plus you can also do this for when an Opportunity is won by having a custom won form for that too!
Fitness is enabled by default for all customers with Pipeliner CRM with predefined indicators. You can view opportunities overall Fitness and the indicators that have contributed to the fitness evaluation by hovering over an opportunity or you can also add Fitness to your view options so Fitness has been indicated by the color-coded bar on the left side of each opportunities card in the compact view Fitness.
Many of you have asked us for a deeper understanding of what makes Pipeliner different, what our approach to sales enablementSales EnablementSales Enablement is a strategic process that provides a company’s sales professionals with tools, technology, training and other resources that improve their performance at customer engagement and at generating value for all stakeholders in the sales process. is and what foundational principles have we built our product and business upon.
To answer this we have built a comprehensive subsite that outlines everything in detail. Take a look and give us your feedback!
An International Speaker, Mindset & Business Coach, Author, and host of the Let's Go Win podcast, JM Ryerson has built and successfully exited two companies that have created personal and financial freedom. The Let’s Go Win process has allowed JM to transform himself into the leader he is today, and in turn, has given his companies the foundation and tools to propel to success
Don’t forget as a customerCustomerCustomer is an individual or an organization that purchases a product or signs up for a service offered by a business. you have access to the ExFind database of global experts and practitioners should you need to find someone to help you with a project or challenge in your business.
🎥 VIDEO INTERVIEW
Land Flipping as an Investment Strategy
In this Expert Insight Interview, David Van discusses the exciting investment strategy of land flipping. David Van has transitioned from being a truck driver to an investor, and now he has found great success with land flipping.
What land flipping is and how it works as an investment strategy
The qualities of a good marketplace and how to identify one
How the pandemic has taught people that they could live outside of urban environments
A serial entrepreneur, Nikolaus is the driving force behind Pipeliner with a singular vision to deliver the most effective CRM solutionSolutionSolution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. possible. He is dedicated to helping salespeople and sales leaders to be more efficient, productive and ultimately, more successful.
Let Us Introduce You To Pipeliner CRM
We look forward to showing you how Pipeliner CRM helps empower sales to maximize revenueRevenueRevenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales..
We will guide you through the product and present all the benefits.