>Sales rep time is extremely valuable. Hence when a salesperson starts their day, they must instantly be able to spot the opportunities that they should focus their attention and efforts on.

CRM screen should look different for every salesperson, because it highlights their personal opportunities and priorities. A salesperson should also be able to focus in on particular types of opportunities, and examine their pipelines from different aspects such as products lines, ranking, or size of deal.

At the same time, a sales manager should be able to see the different pipelines for each of the reps, and also be able to compare reps and sales units to each other. And just like the reps, the sales manager should be able to examine the sales pipeline (or that of single reps or sales units) from numerous different aspects.


Pipeliner CRM meets every one of these challenges. Each rep has their own view within Pipeliner—they only see the opportunities with which they’re involved—so there is no added or unnecessary confusion.

While this view is limited, a sales rep will often have ways through which they would prefer to look at their own pipelines—and for this purpose, Pipeliner offers many options. For example, a rep can focus on particular types of opportunities, group opportunities by different aspects (such as potential revenue or close date), product lines, or others.

A sales rep can also utilize different KPIs in the Dynamic Target Feature, to see how different scenarios would impact the target or the outcome.

The rep has the aid of an visual task board to keep focused on what needs to be done for each account, opportunity and contact.

Scheduled tasks and activities can be clearly seen within the account detail. Tasks can also be automatically scheduled whenever an opportunity is moved to a new stage.

A sales manager can also utilize any of these options in examining an individual rep, a sales unit or the entire company. Like reps, they can also focus on any of numerous specific aspects of a pipeline or group of opportunities.