The Visual Pipeline is Central To Pipeliner - So Let’s Get It Setup the Way You Want It

It is likely that you have a sales process that your company follows or one that you would like to have everyone follow. Either way, Pipeliner allows you to set up the Stages of that process. It further enables you to set Activities and Actions that your salespeople should take within each stage.

Think of the Sales Stages as a horizontal process progressing from left to right as an opportunity moves through a sales cycle­­ and then think of the Activities and Actions that need to be completed at each stage as a vertical process within each stage. This is efficiency at its best. Plus you can have multiple processes for (as examples) direct sales, inside sales, customer management or even products--­­whatever your company needs.

Once you have set up your Pipeline it will become a source of many instant visual insights--­­such as how Opportunities are progressing, their value, and how long they are sitting in a stage. Plus you always have the target in view so you always remained focused on your goals.

Additional Resources

Sales Pipeline Management

Download Sales Pipeline Management User Guide

Download full pdf version of the Sales Pipeline Management User Guide for Pipeliner CRM.

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Sales Target Tracking

Download Sales Target Tracking User Guide

Download the full pdf version of the Sales Target Tracking User Guide for Pipeliner CRM.

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Recommended Ebooks

Sales Pipeliner in 12 Steps

Sales Pipeline in 12 Steps

Here’s a comprehensive list of sales pipeline checklist items. Whether you run a small or large sales team— or are a contributor yourself, you’ll love this guide.

Download Free Ebook

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