Your Journey to Success with Pipeliner CRM

From a completely tailored implementation to all the support your need, Pipeliner CRM is with you every step of your CRM journey

 

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Ready, Set, Go!

From building and customizing your system to carefully measuring success, we do everything possible to deliver a flawless implementation. We know there are many concerns as regards implementation and things that could possibly go wrong, but this is ground that our tech team has been over many times before. Don’t worry, we will get you there painlessly!

It's Your CRM

Our professional services group will help you tailor Pipeliner to precisely fit your sales processes, the structure of your sales team, your integration needs and any other requirements.

Phase #1: Adopting the new System

Fact Finding

Pipeliner CRM is like a set of Lego blocks that you use to build the CRM system that you really need. First we work with you to find out how you want to optimise the processes in your company. These specifications include leading and lagging indicators—KPIs—that will measure your success.

Customizing to Your Needs

Every aspect of Pipeliner's Instant Intelligence, Visualized is tailored to the specific needs and requirements of your company—from the pipelines that exactly mirror your sales processes, right down to the customizable forms and fields.

Phase 1

Phase #2: Engaging with the System

Phase 2

Data Import and Analysis

Of course we work with you to import all your data into Pipeliner. But beyond that, we're providing a complete framework--including leading and lagging indicators—to help you fully analyze that data.

Training

We tailor the training to your specific need, whether it is for administrator, user or other management.

Because Pipeliner CRM is so intuitive, administration can be a part-time job, often performed in a few hours per month. Nonetheless we provide administrator training so that further tailoring and customization up the road can be easily done by your in-house admin.

Users are fully trained, often in less than a day. Again because of Pipeliner's intuitive nature, users not only catch right on, they actually enjoy using the system!

Timeframe and Costs

With Pipeliner CRM, onboarding has never been easier. Check out our Onboarding White Paper to see how Pipeliner rates against the competition for onboarding time and costs—we think you’ll be pleasantly surprised. Onboarding time is generally a fraction of that of the competition.

Of course we offer traditional support. But many of our clients operate without it, simply because we have embedded context-sensitive help right into Pipeliner. Users can easily educate themselves. Check out our Proactive Support White Paper for more information.

 Download Onboarding White Paper
 Download Proactive Support White Paper

Phase #3: Expanding with the System

Sustained Success

Once we have assisted you in getting Pipeliner up and running, don’t worry we won’t leave you on your own. Our Customer Success group will continue to work with you to ensure you get the maximum benefit from Pipeliner CRM!

Phase 3