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Pipeliner CRM 13: Universals

As with our earlier versions, we have named our latest version after an ancient powerful work. In this case we have taken from probably the most famous Greek philosopher, Aristotle, and a theory he evolved called the Theory of Universals.

Universals are types, properties or relations that are common to all of existence. In Aristotle's view, universals only exist where they can be seen and experienced, never in theory only. In addition, a universal is identical in each of its instances.

As an example, a universal property could be the color red. All red things are similar in that there is the same universal, redness, in each of its occurrences. In another example, the universal property of being an apple appears in every instance of apples.

So how have we applied Aristotle's Theory of Universals to Pipeliner? Each of the features we have instituted in this version deal only with factors, events and issues that exist in the real world.

Performance Insights

With Universals, we have greatly enhanced our Performance Insights functionality which empowers sales managers with real sales performance management. New features include:

Power Panel

Through the Performance Insights Power Panel, Pipeliner CRM's powerful filter functionality can be applied to Insights. You can filter out or in your own statistics, or (if allowed) those of your team.

Collaborative Conversions

Collaborative Conversions maps all the data for all the users involved within the sales process including BDRs, SDRs and Salespeople. Within a collaborative environment, in which more people are involved in a single opportunity, you will get a visual overview of success rates.

Life Cycle

The Life Cycle feature allows you to gain an insight on the time (days) your team members require to close an opportunity. It tracks the time leads and opportunities remained in the system, by user or unit.

Comparison Chart

The Performance Insights Comparison Chart compares open, won and lost opportunities, all within the same graphic.

Pipeliner CRM Performance Insights

Enhanced Performance insights will offer even better way of reviewing your business intelligence.

Life Cycles present you with important information about life cycles of your Opportunities.

With enhanced dynamic activites you can set up and customize activities in your Sales Process.

In-App Notifications

Through the Notification Center, you receive notifications about new data added to leads, opportunities, contacts, accounts or activities with which you are associated. You are notified when existing data is updated, when emails are received, when documents are uploaded, or when another user sends you a message.

Simply click on any lead, opportunity, contact, account, activity within a notification to dive in and obtain more information.

You can also send messages to other users within the Notification Center.

You are informed of new notifications through the bell icon at the top right of Pipeliner. Click on the bell to go right to the Notification Center.

Dynamic Activities

As with many other Pipeliner CRM features, all types of sales activities—including tasks and events—are now fully customizable with a broad variety of custom fields and forms.

You can also create unassigned activities—tasks waiting to be done. This functionality is especially useful when connecting activities with third party tools. For example, you can connect a zendesk support ticket to a task in Pipeliner CRM, and inform your customer success manager about the issue or issues your customer is faced with. Any update of the zendesk ticket is reflected immediately in the Pipeliner CRM task status.

Opportunity Fitness

The Pipeliner CRM Fitness feature, totally unique to Pipeliner, answers the question of how "fit" an opportunity is to close.

We have brought together several different parameters to indicate an opportunity's fitness. Here is how these parameters, along with color coding, are utilized:

Green: Fit

  • There are activities scheduled related to this opportunity, AND
  • There are no overdue tasks related to this opportunity, AND
  • The opportunity is on target to close on time.

Yellow: Attention

  • There are no scheduled activities related to this opportunity

Red: Action

  • The closing date is overdue, OR
  • There is an overdue task related to this opportunity.

The Fitness feature can be seen throughout Pipeliner CRM. It is part of Opportunity Detail, the Pipeline and Bubble Chart views, where opportunities are shown against time, and many other places.

Fitness is also part of Pipeliner's filter functionality, allowing you to filter deals as to their current state of fitness.

Report Enhancements

Colorize Columns—With a number of our reporting features, you can now add color to columns. Choose from eight predefined colors for column fill. Add additional focus to detail for you and your users--another totally unique Pipeliner CRM feature.

Freeze Panes—This feature allows you to lock a row or column in place, making it always visible when scrolling vertically or horizontally through a report.

Mobile Enhancements

We have also made several enhancements to Pipeliner Mobile CRM—Pipeliner on the go!

Business Card Scanner: You can scan business cards and immediately add names and contact details as contacts.

Notification Center: The same Notification functionality that is available through the Pipeliner desktop version is available on Pipeliner Mobile CRM.

Products and Services: Pipeliner's powerful product catalogue functionality, which allows you to place your catalog right within Pipeliner CRM, is now fully available on Pipeliner Mobile CRM.

Sales KPI Dashboard: Within Mobile CRM, the Pipeliner Sales KPI Dashboard now includes

  • Top won opportunities (bar chart)
  • Top lost opportunities (bar chart)

With our unique wheel chart, you can also compare won, lost or open opportunities by:

  • Account Class
  • Account Type
  • Owner
  • Unit

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