Pipeliner LeadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. Management Enables Efficient Prospecting & Better Qualification

Why is Lead Management Important?

Proactive Lead management delivers better-qualified leads…

…better early qualification means less fallout from the pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. later

Companies that nurture leads generate 50% more sales at 33% lower costs

Marketo

Lead QualificationLead Qualification Lead Qualification is the process of determining whether a potential customer has the characteristics of your company’s ideal client (such as sufficient purchasing ability and a higher likelihood of buying your product). Requires Its Own Defined Process

With Pipeliner Lead Management › You can build unlimited lead processes, such as for…
  • InboundInbound Inbound refers to interest (could be sales or marketing driven) that comes in – e.g. cold emails to you, submitted forms on your website, press inquiries, etc. Leads

  • Outbound Leads

  • Partner Leads

  • Distributor Leads

  • ProductProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price.-specific Leads

Unique Lead Management Capabilities…

with more options than any other CRM such as….
  • Unlimited lead process steps

  • Leads move based on activity*

  • Use the Automatizer to drive lead management workflow efficiency

  • Leverage integrations & other functions of the system within the lead process

*when the seller takes a particular action the lead can move forward or back based on the response

Lead Forms

For any step in a lead process, you can add customized forms. An example would be when a new hot lead comes in support can be notified to be ready to engage at any moment. You could have another form for lost leads so that all the information relevant to that lead can be saved and analyzed.

Leads come from a variety of sources so you can build a form for each, such as:
  • Website Leads

  • Email campaign leads

  • Event leads

  • Partner leads

Focus from the Outset!

Proactive Lead Management Allows MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. &
Sales To Laser Focus From The Moment A Lead Is Generated

Pipeliner, though its instant dynamic visualization, carries that focus through opportunity management and allows the closing of a higher percentage of opportunities.

Pipeliner makes moving through the lead to close process consistent, logical & focused.

Most companies use disconnected applications to solve issues that you can solve within Pipeliner CRM.

The lack of integrated tools makes it difficult to create the right process steps at the right time. Pipeliner solves these issues for everyone by bringing every vital input into one system.

Pipeliner is the only CRM that gives you the functionality for –
“Instant dynamic visualization combined with collaborative lead management!”