Pipeliner CRM Inside Track 4.0 (Kepler) Release Edition from September 2nd, 2021
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›››› From Pipeliner CRM
›››› Feature Spotlight
Announcing Pipeliner CRM 4.0 Kepler
With the introduction today of new Project Management capabilities and the recent release of 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 functionality, Pipeliner is the only CRM available that can support Sales in its totality. With version 4.0 (Kepler), Pipeliner brings together Sales Force Automation and Key Account Management uniting them under the umbrella of project management, creating a single, unified revenueRevenueRevenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. engine.
Account Plans are a special Project type/templateTemplateTemplate is a generic file with a framework showing the standard sections or features of a specific kind of document, used to create a new document of the same type faster and easier. allowing you to plan your Revenue Goal or target for a particular customerCustomerCustomer is an individual or an organization that purchases a product or signs up for a service offered by a business. (Account) over a period of time:
Build a strategic Account Plan for your key AccountsKey AccountsKey Accounts are whale spenders or VIP customers prioritized by sales reps and customer success; churn from these clients would be a detrimental loss to the company’s revenue.
Set & Track Revenue goals
Link your Stakeholders
Track Activities within Objectives & visualize using a Gantt view
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 revenue.
We will guide you through the 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. and present all the benefits.