Bring Consistency To How You Sell

With Pipeliner CRM you can lay-out a sales process so that your salespeople are consistently engaging with your customers and prospects in the right way at the right time.

A CRM that helps guide you through the sale

Research shows that organizations with a defined sales process combined with defined actions for each stage of the process consistently outperform all others.

Pipeliner is designed with this principle in mind. It enables you to map out your process, define key milestones and what actions should be taken to achieve them. It provides quick access to sales tools, account and opportunity information, as well as social feeds and visual org charts and buyer maps. In other words, everything your salespeople need to move an opportunity from lead to close in the most efficient and effective way possible.

Pipeline View

What To Do, When?

Salespeople using Pipeliner CRM always know the right actions to take and the right activities to engage in at every stage of the sales cycle.

Create Your Sales Process

Sales Stages – define how many individual stages your sales process needs and then monitor with:

  • Alerts – Notify when Opportunities have stagnated too long in a Stage.
  • Reminders – Direct actions so you never miss a follow-up.
  • Notifications – Trigger emails when something changes.
  • Filters – Use filters to quickly look at specific information in your pipeline.

Key Action Steps – within each sales stage define what steps needed to taken in order to move to the next stage:

  • Key Activities can also be defined, such as Calls, Appointments, Sending Documents, in support of each Action Step

Document Management / File sharing – Include documents at any sales stage in a familiar drag-and-drop folder system, so you always have the right document at the exact moment your prospect needs it— No more searching emails to find the files you need:

  • Share your documents with your sales team
  • Syncs seamlessly with Dropbox, Box, Google Drive.

Account Planning

  • Visual Organization Chart – Map out who’s who in the organizations you sell into. These are generated from Contacts in your Pipeliner database and can be populated easily.
  • Visual Buying Centers for every Opportunity. Understand who influences your sale and how, such as Budget Holders, Gatekeepers, Naysayers, and Influencers.

Social Selling Activities – Stay informed about what’s happening with your prospects and customers with social feeds right in their Contact Record.

Communication History / Feeds – Pipeliner keeps every communication (email, call log, notes, social & internal messages) in one place for easy tracking.

The most successful sales organizations know what to and when to do it because they have consistent, repeatable sales processes. With Pipeliner CRM, your organization now has all the tools at hand to achieve the same level of success.

Feature Available In These Products & Plans
Pipeliner Cloud

Some Other Highlights:

Dynamic Target Feature keeps a constant visual check on your target progress and is capable of showing more than one KPI.

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

Bulk Update makes global changes to your CRM data—no need for making individual changes to accounts.

Documents needed for sales are never more than 1 click away.

Instantly and visually track changes made in CRM.

Try all features free for 14 days

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