The Pipeline View - The Most Important Screen in Sales
The most important feature of any CRM is its interface. When an interface is non-intuitive, showing rows and columns of numbers like a spreadsheet, it is then left to the user to visualize the actual pipeline, and opportunity progress within it.
Pipeliner’s mission is to take this visualization out of the imagination and into the real world—and it all begins with Pipeliner’s primary interface, the Pipeline View. It is a totally visual view of an entire pipeline, replacing the need for toggling between different screens, as found in many other CRM applications.
Drag-and-drop your Sales Opportunities from one Stage to another
Track, Manage and analyze your Opportunities and your Sales Pipeline in one screen
Visual Sales Pipeline gives you instant overview of your business
In the Pipeline View you have a graphic representation of your sales process, with its distinct sales stages. Within each sales stage you can instantly see exactly where each opportunity lies, along with how long it’s been there, if it’s overdue, its chances of coming in, and numerous other factors.
If you mouse over any opportunity you can gain a Quick View--showing value, ranking, close date, recent and upcoming activity, and more. In a similar way you can mouse over any sales stage for a summary of that stage, including total value, number of opportunities, average time in step, and more.
Movement of opportunities between stages is a snap--simply drag and drop opportunities from one stage to the next.
To the right of the screen, always in view, is the Dynamic Target. It is a constant reflection of your up-to-the-minute progress in any given sales period, and can be utilized in 5 different target views. The Dynamic Target can also be customized to take different views of the pipeline for analysis and forecasting.
Location and Focus Assistance
As a shortcut to locating important accounts, you can access "Recently Opened" and view the accounts you have been active with, the most-recent first. You can also mark specific accounts as “Favorites”--just like you can with a web browser—so they can be easily found again.
If you are a manager and wish to focus on a particular rep or territory, click on the “gear” icon in the upper right. You'll then be able to view the progress and the results for that entity only.
Unique to Pipeliner CRM, the Archive is where your lost deals are stored. The Archive is constructed exactly like your live sales pipeline so that you can see in which stage a particular deal was lost, along with all its data. If it should happen to come back to life, an archived opportunity can be restored with a single click.
We enable you to create as many Pipelines as your business needs (for example Inside Sales, Field Sales, Account Management, Product Sales, or Services). All pipelines operate from a single database, but each Pipeline can have its own sales process, number of sales stages and whatever other parameters you want to adjust.
Pipeliner Phaenomena version 7.5 brought a feature called Compact View. With this feature you can, at a glance, view the last time a prospect was touched, the sales opportunities that involve them, and activity from their running feed (latest internal messages, social CRM updates or emails).
The Compact View has now been expanded to be applied to leads and opportunities as well.
3D Sales Timeline
As an additional view to the Pipeliner View, Pipeliner now has a 3D Timeline View. You now have an instant view of all of your opportunities from 3 critical dimensions: sales stage, expected time to close and size of deal.
With Pipeliner’s Collection release, we have made our List View feature available for leads and opportunities. You can see your leads or opportunities in a column/row format, customizable for your particular needs.