Account Planning

Pipeliner provide many features such as Pipeline View, Task and Activities to assist, aid and empower Account Planning.

Account planning with features like Pipeline view, task and activities to assist you

Pipeliner CRM provides numerous ways to make Account Planning a reality

Today when a sales rep makes contact with a prospect, time is usually very limited. If they don't have a firm, proven plan of action—otherwise known as Account Planning—they probably won't make it through that first call, let alone all the way to a closed sale.


Pipeline View—Sales Stages

Pipeliner's primary interface is the Pipeline View, which visually displays your company's own sales process, stage by stage. Your sales process is based on vital steps that you know work to bring a sale all the way from lead to close--and Pipeliner's Pipeline view is the visual map of that process. All incoming opportunities follow this basic plan.

Learn more about Pipeliner's Pipeline View

Activities and Tasks

Within each stage, there are various activities and tasks that must be performed to bring an opportunity fully through that stage and into the next. As with the overall sales process, such tasks and activities are based on past successes of your proven reps.

With Pipeliner, you can lay out each of these activities, and tasks within these activities. You can visually and instantly monitor their progress. You even have the option of making them mandatory so that no opportunity is moved out of a stage without being fully completed at that stage.

Learn more about Pipeliner's Sales Task Management

Tracking and managing your deals through the sales stages, and clearly defining activities and tasks needed to move from stage to stage, brings you to a whole new level of consistency in how deals are worked. Win rates, velocity and predictability can all increase. This is the essence of Account Planning.

Pipeliner provides many other features to assist, aid and empower Account Planning.