Real Sales Performance Management
With its new, breakthrough Performance Insights feature, Pipeliner brings its powerful visual, intuitive functionality to sales performance management.
Satisfying a Crucial Need
Since the beginning, efficient sales performance management has been a primary purpose of CRM. Likewise, individual team members have desired the ability to evaluate their own performance.
Unfortunately, such functionality in traditional CRM solutions has proven overly complex and unwieldy. It failed to provide a clear, rapid view into overall sales team or individual sales rep performance, or comparisons among team members.
As with many aspects of CRM, Pipeliner has greatly simplified and yet made far more powerful this aspect of sales management.
Discover how reps or teams compare to one another with just a few clicks
One or more KPIs can be utilized in comparing team members over a specific time period
Zero in: Utilize “Click-to-Detail” functionality to focus in on a specific user and related KPIs
Now, instead of spending hours searching all over through spreadsheets or through various aspects of a traditional CRM solution, just to perform an analysis of rep or team performance, it’s as simple as a few mouse clicks into Pipeliner’s Performance Insights feature. Discover how reps or teams compare to one another, who is doing well and who perhaps needs coaching or mentoring.
Performance Insight Instant Views
When leading a sales team, gaining insights into sales performance is a snap:
- A selection of pre-defined Key Performance Indicators (KPIs) is available for use
- Zero in: Utilize “Click-to-Detail” functionality to focus in on a specific user and related KPIs
- Toggle between user view (to compare users) and sales unit view (to compare sales units, teams or territories)
- View the historical trend of a team
- Click on the Conversions tab to see conversions of leads and opportunities, per rep
Performance insights is equally as valuable to the individual user:
- Select one or more pre-defined KPIs
- View “overview” stats for the individual, such as closed deals, revenue, or created leads
- View the historical trend of a user
- Click on the Conversions tab to see conversions of leads and opportunities
For any Performance Insights score, you can drill down to see exactly which variables and values are included.
Performance Insights is yet another milestone that makes Pipeliner CRM the world’s most visual CRM solution—from every vital point of analysis.