As with any 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.)., sales leads the way in terms of revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales., therefore, no matter what else the CRM application does, it had better do an outstanding job when it comes to sales.

It all begins with leads and their management. Leads are expensive, so must be handled instantly and either moved on up the 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., moved back into marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. (or inside sales) for further nurturing, or archived. Sales reps must be able to instantly evaluate leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. value and priority so no time is wasted.

Leads then become opportunities. A CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. must allow accurate placement of opportunities within the company’s sales process—which of course must be precisely mirrored by CRM. Ideally an opportunity can be visually inspected and prioritized several different ways so that, again, no sales rep or sales management time is wasted.

manufacturing control and management


Within Pipeliner, leads are scored and placed so that they can be instantly addressed by marketing, inside sales or salespeople (according to company functions). They can be dragged and dropped where needed—back to a nurturing process, forward into an opportunity, or out of the sales process into Pipeliner’s unique Archive feature.

Because Pipeliner precisely mirrors your company’s sales process, managing opportunities has never been easier. As with leads, they are dragged and dropped from one stage to the next. Opportunities are visually displayed so their value, ranking, time-to-close and other important factors can be immediately seen.

Pipeliner’s Dynamic Target feature, also displayed right in the front of the application, keeps sales reps and management always focused on sales goals and targets. The Dynamic Target can be viewed in many different ways so that a firm grasp is always had on sales progress.

Pipeliner provides additional totally unique features for sales control and management:

  • Performance Insights—allowing you to compare the performance of sales teams and individuals in real time
  • One-click reports from any view within the application
  • 3D Timeline bubble-chart view—a totally visual and different view of opportunities through time
  • Instantly customizable forms and fields so that you are always operating with correct and accurate 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.
  • View opportunities from numerous different factors, such as sales velocity