Data Accuracy

Delivered by Pipeliner CRM
Pipeliner CRM Data analytics

Much of the content is taken from the ebook that you can download here, which is supplemented by other content such as videos, blog articles, and more.

All of this content will help you identify what types of data to analyze, and how to analyze it effectively so it delivers actionable insights.

“A point of view can be a dangerous luxury when substituted for insight and understanding.”

Marshall McLuhan, Philosopher

Accurate Data

Why does it matter?

Accurate sales data
Salespeople waste 27.3% of their time working with inaccurate data (546 hrs wasted per year on average)Source: Zoominfo
Poor data can cost businesses at least 30% of revenues according to Ovum Research.
A Harvard Business Review study discovered that only 16% of business decision-makers were confident about the accuracy of the data underlying their business decisions.
Forbes reports that 97% of executives say the pandemic sped up their digital transformation.
It is difficult to interpret data and make decisions simply because there are too many data points to assimilate and understand. You therefore need the best tools available, so accurate decisions can be made.

Pipeliner CRM Indicators Feature

The Indicators feature is unique to Pipeliner CRM & directly supports data accuracy.
Let’s start with some definitions:

Key indicators in detail

Indicators in Detail

Key Indicators Features…

  • All Indicators

  • Leading Indicators Only

  • Lagging Indicators Only

  • Applies to Leads, Opportunities & Activities

  • Dynamic Filtering

  • Drill down into details

Key Indicators Examples…

First, decide which salespeople you want to include. Then you can view leads created by quarter with the numbers displayed and the salespeople colored-coded — plus you can click on an individual salesperson to review their particular stats.

With Pipeliner’s unique Power Panel you can create different views of the data, save them and even share them with others. Perhaps you have multiple sales units, different territories, or countries or different types of salespeople (inside vs. outside) — you can use the filter function to view them together, individually or in subsets.

You can, for example, look at the average number of days spent on Opportunities in whatever timeframe you select (months, quarters, etc.). In addition, for example, you can see how many opportunities your teams or individual salespeople have created, won, or lost and even view the actual opportunity amount. Plus you can look at win rates, sales velocity, and average deal size.

Using this same functionality, you can review activities for teams or individuals (or even groups of individuals). You can look at them by type of activity, such as emails or calls, and see how many have been made in a certain period of time. 

You have 3 broad entities you can visually analyze through the Indicator function: leads, opportunities, and activities. You can drill down all the way to an opportunity level and view everything in detail. No other CRM offers this level of functionality.

Why Data Visualization matters

“84% of business leaders agree that making decisions quickly based on real-time data is increasingly important.”

Data Issues Report, Harvard Business Review

The Human brain can process entire images that the eye sees for as little as 13 milliseconds

Additional Resources