Your Instant Visual Relationship Map

Pipeliner’s Smart Org Chart and Buying Center gives you an instant grasp on who is influencing an opportunity.

Keep Track of Key People within an 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.).

In B2BB2B B2B is an acronym for Business-to-Business, a model for selling, relationship-building, or engagement. selling, you’re rarely selling to one person. You’re selling to a group of decision-makers who hold different positions in the company, and who have different levels of influence on the purchase.

In addition to the basic hierarchy—which is obviously important—different individuals may have substantial influence on the purchase despite higher or lower positions in the company. There may also be others outside the company, such as consultants, who are influencing the purchase as well.

It’s vitally important to keep track of both the hierarchy and lines of influence participating on purchase. Other than keeping detailed notes, though, how is this done?

Hierarchy at a Glance

The Smart Org Chart allows you to instantly drag-and-drop all of your entered contacts for a company into a chart showing company hierarchy and who reports to whom. This allows the sales rep to always know to whom they’re talking, where they stand within the order of things, and who must still be convinced in order to bring the sale to a close. Read more about the Smart Org Chart.

Buying Center CRM feature

Buying Center—Instant View of Influence

Instantly import your Contacts from the Smart Org Chart into the Buying Center, and arrange them so that you can see who is influencing the purchase, and from where. You can also add in other Contacts, not usually associated with the AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company.—such as consultants or others the buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service. listens to—that may not show up in the company hierarchy.

You now have instant visual relationship maps of both hierarchy and buying influence within your prospect company.

Never Cast in Stone

Companies are dynamic entities—they are always changing. People can change jobs, move out, be replaced by new employees. Your Org Chart and Buying Center can always be kept current—changing 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. within them is as easy as importing and positioning data in the first place.

Knowledge is Power

Having this information at a glance means that anyone in the sales organization—or even outside, such as Tech Support—will always have a firm grasp on the prospect company. It’s always true that the better your knowledge of your prospect, the higher the probability of a close.

Feature Available In These Products & Plans
Pipeliner Cloud
StarterBusinessEnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.Unlimited


Some Other Highlights:

Filter options allow you to filter and view tasks, contacts, accounts, leads and opportunities based on any field.

Entering email, contact or URL will immediately start an online search for publicly available information, such as address, title, social media and more.

Make specific notes about a conversation, an account, an opportunity or a contact.

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