Total Customer Visibility

Unified Customer Database

No matter where they stand in whichever pipeline, Pipeliner CRM makes it possible for all potential and existing bank customers to be contained in a single database. From this database you can manage

  • all profiles, with contact data
  • client history including products offered and purchased
  • all client transactions including contracts, bank accounts, cards and any other financial instruments
  • Multiple pipelines for different client types
Total Customer Visibility

Complete Visualization of Data

With Pipeliner's completely visual, intuitive approach, prospects and customers can be readily viewed and appraised, and opportunities are ranked and can be instantly prioritized. Sales management can view opportunity status with regard to single reps, teams or an entire sales force.

Corporate Relationship Mapping

With Pipeliner's Visual Org Chart and Buying Center, corporate relationships are represented in a visual diagram. Instantly view who has influence on opportunities, in addition to company hierarchy. Drill down for data on individual influencers, and instantly edit interconnections. Any sales or company representative will always “know before they go” in any outreach regarding investment strategy or other sales activity.

Individual and Legal Entity Segmentation

Individuals, companies and legal entities can fall into very different groups, for example:

  • Industry
  • Size
  • Geography
  • Differing business rules
  • Products or instruments

With Pipeliner, client groups can be segmented into their own unique sales processes, for which best strategies can be formulated.

Customer Interaction History

In the financial industry, detailed interaction of a client or potential client's interests and financial focus is everything. Pipeliner keeps track of all prospect and client interactions (whether company or individual), including:

  • calls
  • email
  • letters
  • meetings
  • contracts
  • offers

All of these can be instantly and visually seen. Once again, any company rep can “know before they go” into any meetings or phone call, and any offering or recommendation can be made with confidence based on solid data.

Instant Intelligence, Visualized

Because of Pipeliner's visual, intuitive functionality, data is instantly convertible into actionable insight. This insight not only empowers movement of opportunities along the pipeline, it assists in the identification of new opportunities.

Pipeliner's extensive filters, profiles and reporting tools allow you to view prospects and customers under different lenses, and isolate the opportunities that fuel company growth.

Leading and Lagging Indicators

It is important when monitoring any financial services organization for efficiency, that both leading and lagging indicators are utilized. Leading indicators mean information about the present that is used to influence future outcomes. Lagging indicators mean information about the past: “How did we do?”

Pipeliner CRM has been specifically designed to function through a working balance of leading and lagging indicators.

Incorporating Social Media

Pipeliner includes social media in keeping track of all interactions, including feeds from Google+, Facebook and Twitter. Track your customers and prospects online, interact with them and assist them in making the right decisions.

Screenshots

Feed
Accounts - Compact View
OrgChart
Opportunity Detail