Pipeline management means the difference between accurate, successful sales and hit-or-miss sales that mysteriously make it to the close or don’t. Pipeline management therefore even affects the success or failure of a company, and the attainment of company goals.

This ebook shows you the relationship between pipeline management and sales success, as well as the vital role played by the choice of CRM solution.

Chapter 1: Pipeline Management: The Backbone of Your Enterprise

Much has been written (and spoken of) regarding the need for an accurate sales process – also known as sales pipeline management. Companies generally fall into a rough range of possibilities with regard to pipeline management.

Chapter 2: Pipeline Management: Critical to Attaining Company Goals

What may not be clear until you take a closer look is the fact that accurate and effective pipeline management is essential to the attainment of long-term company goals. For that reason, pipeline management might also be called “opportunity management.”

Chapter 3: Pipeline Management: A Self-Sustaining Success

Laying out the separate steps of the sales process and making sure they are followed is the only way of bringing control to sales, both for the salespeople and sales management. If played right, pipeline management is also a self-sustaining success.

Chapter 4: Pipeline Management: The Vital Importance of Automation

When allocating a budget in an enterprise, automation often takes somewhat of a back seat to other matters. While the causes for this are many and varied, we will not attempt to examine them here, but simply demonstrate the vital importance of IT support for one crucial activity: sales pipeline management.

Chapter 5: CRM and Booming Your Company

Automated tools for CRM have been around in one form or another since the advent of computers. CRM today goes well beyond simple contact management, however, and if intelligently utilized can help steer an enterprise into whole new levels of profitability.

Chapter 6: Where CRM Can Go Wrong

CRM can and often does become almost more of a hindrance than a workable solution. Why does this occur, and what can be done about it?

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