Dashboards deliver instant visual representations of your Entities (Accounts, Contacts, Leads, Opportunities, Activities) in Management Reports. Utilizing Pie charts, Bar graphs, and other Diagrams, Dashboards are easy to consume and provide a unique look at each Entity type.
Each forecast Report has a Forecast column which allows you to enter numerical forecast values for individuals or units. You can use this to help work out different scenarios for your business...
Make Pipeliner your CRM by creating the forms and fields that display and capture the data most relevant to your organization. Such as customer product types with associated custom forms and fields...
We are here to help you through these tough times and support you in moving forward with your CRM initiatives - talk to us about how you can pay only a small nominal monthly fee for the first 3 months of a new contract.
“When properly implemented and adopted, a CRM system should become the operating system of a business. Revenue is the fuel that powers a company and so being able to forecast, manage risk and model revenue scenarios is critical to smooth operations. To achieve this there has to be a partnership between management and the frontline users of the CRM.”
Have you ever been very excited about a product or service based on the advertising you’ve seen, only to be extremely disappointed and confused when you actually became a customer? It can be incredibly difficult for the strategies of the boardroom and marketing team to actually be executed on the front lines of customer experience.
A serial entrepreneur, Nikolaus is the driving force behind Pipeliner with a singular vision to deliver the most effective CRM solution 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 product and present all the benefits.
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