A keynote of today’s sales teams—including those of financial firms—is collaboration. Team members need to be able to readily see what other team members are doing, especially when it comes to shared accounts or hand-offs. All dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. must be current and immediately accessible. This of course requires effective sales team collaboration tools.

AccountAccount Account 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. and Opportunity Tracking

In Pipeliner, any agent, representative or assistant associated with a particular account can view that account, its tasks, and its activities. Tasks and activities can be assigned, and all data involved is instantly shared so there is no duplicative work

In addition, anyone newly coming into the account—to replace a departing agent or simply to cover someone who is out or overloaded—will be instantly brought up to speed. All needed contact, communication task and activity data is all right there, instantly accessible.

Pipeliner Feed

Communication to and from buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service. contacts is of vital importance when tracking and collaborating on an account. Pipeliner has this factor well in hand. Within any opportunity, the agent accesses the “Feed” section which shows email, notes from phone calls, (as well as social network postings if required) from that customer—all right there, in order, and visible. Email (and even social postings) can be responded to from right within Pipeliner, and with all account specifics right there and available.

Members of a sales team can readily see all communication, so don’t “step on each others toes” in clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer. or prospect communication.

The Feed functionality also enables internal communication between agents or from managers.

AnalyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance).

Pipeliner’s Analytics—specifically hit-rate manager—allow managers to track agent communication activity with regard to accounts. Always know if the right accounts are receiving the right attention from team members.

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