Discover how other Insurance Companies are using Pipeliner CRM’s superior contact management and visual people mapping tools to build long term customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. relationships.
Managing Sales Made Easy!
Instantly, Dynamically, Visiually
review your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.
manage revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. risk
collaborate with your sales team
Optimize How Your Salespeople Sell
uniform and predictable
right target buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service.(s)
focusing on the right leads
Access to Real-Time 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.
analyse win/loss rates
review sales person/team/territory performance
set key sales metricsMetrics Metrics are quantities that are measured and used to: & goals
leading & lagging indicators
Selling Made Easy!
Easy-to-use, Easy-to-learn Visual Sales Tool
intelligently cuts through the noise
focuses on high value activities
everything in one place (no need for multiple tools)
Easy to Follow Visual Sales ProcessSales Process Sales 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.
clear pathway through the sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers.
guidance on correct actions & activities
Easy to Identify, Profile & Chart
buyers and their roles in a sales process
key contacts in an organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). for 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. management
Easy to Access
Easy to Use With Current Email System
Easy to Grab Data Off the Web
“We are helping companies across the Insurance industry and the globe leverage Pipeliner CRM’s unique visual and easy-to-use system to more effectively manage their relationships with customers and prospects. Being able to quickly assemble complete pictures of customers and prospects, insurance salespeople can then focus on building the trust and value needed for long term customer relationships. As someone who was a longtime salesperson in the insurance industry I can quickly show you how Pipeliner CRM can specifically help you”
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