Opportunity Management

Stop managing your sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process.—engineer it. The Opportunities feature in Pipeliner CRM empowers you to define, enforce, and continually optimize your unique path to revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales.. Move beyond basic tracking and transform your 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. into a predictable, high-velocity machine that closes deals faster and more consistently.

The Blueprint for Business Success: Total Process Control

Your business is unique, and your process should be too. Pipeliner CRM’s flexible architecture allows you to build a robust roadmap for any workflow—from the initial sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers. to post-sale implementation, customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. service, or even new hire onboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team..

With Pipeliner CRM Opportunities, you gain the power to turn chaos into a structured, winning process:

• Agility and Clarity with Custom Stage Design: Easily name, order, and color-code every single step of your sales cycle. Use drag-and-drop simplicity to iterate and improve your process instantly as your market changes.
• Confidence and Accuracy with Predictive ForecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors. (Weighting): Transform guesswork into a 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.-driven financial projection. Assign a precise Probability of Closure (Weighting) to every stage. This single action gives you and your stakeholders crystal-clear revenue predictability.
• Efficiency and Speed with Accelerated Sales Velocity: Stale deals are profit killers. Implement Velocity (time limits) on specific steps to automatically flag opportunities that are stalled. Keep deals flowing, shorten your sales cycle, and maximize pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. throughput.
• Empowerment and Consistency with Contextual Asset Delivery: Attach critical sales documents—like competitor analysis, productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. sheets, or objectionObjection Objection refers to a position, statement or view of a prospect which indicates reservation about or disagreement with a particular aspect or the entirety of your sales pitch, lessening the likelihood of a purchase.-handling guides to the relevant pipeline step directly. Empower your team with the right tools, at the right time, without ever leaving Pipeliner CRM.

Your Process, Your Rules: Unprecedented Customization

We provide a robust default Sales Pipeline, but you have the power to mold it entirely to your needs.

• Total Flexibility: Completely change the pipeline name, edit its overall color for visual distinction, and modify, reorder, or delete any of the default stages.
• Built-in Guidance: Ensure new and veteran users follow the exact steps required for success. By defining clear stages and attaching required documents, you bake best practices directly into your CRM.

Administrator Advantage: Simplify the Complex

Pipeliner CRM is designed to make process administration effortless. Navigate to the Admin Module, select your pipeline, and implement changes in minutes. You’re not just managing data; you’re managing the very engine of your revenue.

Note on Tiers: Advanced features, including Unlimited Pipelines, Custom Fields per Pipeline Stage (Sales Actions), and Custom Activities, are available in our Business and EnterpriseEnterprise 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. Tiers.