Account Management from Anywhere
You’re often not sitting at your desk in an office so you need Pipeliner’s Account Management function when you’re out and about. The Account Management function in the Pipeliner CRM mobile app allows you the features and functionality of account management—right from your iOS or Android Smartphone.
Within the Pipeline View, you can see all opportunities at a glance. For instant reference, you can label opportunities so that priorities are instantly viewed:
Focus – This is a top priority lead or opportunity that should be worked right away.
Hot – This is a hot lead or opportunity that should be worked as a buyer is very active.
Stalled – The opportunity is stuck from the buyer point of view.
Pipeliner Sales KPIs (Key Performance Indicators) Dashboard means that everyone on the sales team can easily see and interpret the data, right on mobile devices, to make better, more informed decisions.
For any account, you can utilize Pipeliner CRM Quick-Views–an informative toolbar showing you the most important information regarding an account or contact within an account. Simply force touch or long press on the record you would like data on.
Address Auto Mapping
When an account or contact’s physical address have been entered in Pipeliner’s account or contact form, their address will automatically be mapped in the mobile version—in other words, right there on your mobile device. Look no further. Especially handy when out of town and visiting a city you’re not familiar with.
You’ve come into Chicago for a meeting, and know there are other accounts there besides the one you’re meeting with. Sitting in a local coffee shop, you can look through your other accounts to find out which of them are local to you, so you can drop by or at least call while you’re there.
You’re at a trade show, and you run into Bob Smith from the XYZ company, who also introduces you to his colleague Randy Johnson. Both provide cards. Afterward you look up XYZ company in Pipeliner mobile Account Management, and you find Bob’s name in his former position at XYZ (he’s obviously been promoted). You update the data in Pipeliner to reflect Bob’s current situation. Then you find that Randy Johnson isn’t in Pipeliner at all, so you add him as a contact for the XYZ company.
You’re sitting in the reception area of one of your clients, about to go into a meeting. You want to make sure you have all the facts and contact names of the accounts straight, so you quickly refresh your memory from Pipeliner mobile Account Management.
You must have a current trial or subscription for Pipeliner CRM to use Pipeliner Mobile CRM. If you don’t currently have a trial or subscription sign up here.