Resource Center

Optimize your use of Pipeliner CRM or increase your sales skills
with these multi-media resources!

Slashdot Leader Winter 2024
Front Runners 2022
Software Suggest Leader Winter 2023
Market Leader 2022
Leader SourceForge Winter 2024
Leader Spring 2024

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.

Product, setup, & support-related information

Pipeline Management - tracking leads through the sales process

 NEW  Pipeliner Differentiators

What makes our pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. management different?

Given how critical pipeline management is to any business, Pipeliner CRM delivers the most flexible, visual, and comprehensive solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. available today.

Pipeliner CRM: Fast ROI with tailored packages like Core Implementation

 NEW  Implementation Packages

Pipeliner CRM offers tailored implementation packages for fast ROI and seamless integration. The packages include Core Implementation, CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. EngagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience., Advanced Customer Engagement, AnalyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance)., Automation, Custom Entities, and Specialist Support to enhance CRM adoption, userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. engagement, and efficiency.

Pipeliner CRM includes built-in components at no charge

Pipeliner Components

Pipeliner CRM provides out-of-the-box components that most other CRMs (even the biggest and most well-known) only offer as paid third-party apps & integrations…

Setup items for Pipeliner CRM Admins, Sales Managers, and End Users.

Helpful Setup Items

Helpful setup items for Pipeliner CRM Admins, Sales Managers, or End Users

Interactive diagram showcasing key elements for a successful Pipeliner CRM implementation

Implementation Overview

Interactive diagram that shows all the different elements that combine for a successful implementation of Pipeliner CRM.

Pipeliner CRM Onboarding: Iterative setup with API interfaces and webhooks.

OnboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team.

Traditionally onboarding for software applications was a one-off event, however, with API Interfaces and Webhooks there is no longer a single software setup and onboarding—it is a series of iterations.

Pipeliner CRM support: Providing value, insights, and advice on immediate issues.

Your Wingman!

We love it when our customers interact with us because we are all about providing additional value. Our support philosophy is to always go beyond simply solving your immediate issue by offering insight and advice on optimizing and customizing your system.

Pipeliner CRM with step-by-step guidelines video's

Product Video Playlists

Detailed product videos that walk you through how to use Pipeliner CRM with step-by-step guidelines.

Concepts and ideas that support the different features and functions of Pipeliner CRM

Pipeliner Concepts

Learn about the concepts that underpin the features & functions of Pipeliner CRM.

Practice

See how Pipeliner empowers all aspects of Sales

Revenue Intelligence: Quota setting, forecasting, and faster closing with Pipeliner CRM

 NEW  RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Intelligence

Intelligent QuotaQuota Quota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards. Setting, Accurate ForecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors. & Increased speed to close: The Pipeliner Revenue Intelligence Loop delivers Predictable Revenue and Forecast Accuracy!

Salesperson 3.0: Traits include confidence, communication, honesty, empathy, and problem-solving.

Salesperson 3.0

Key traits include confidence, good communication, enthusiasm, passion, honesty, empathy, respect, persistence, resilience, competitiveness, and problem-solving. These traits & characteristics salespeople need to succeed now & in the future.

Nikolaus Kimla CEO Pipeliner CRM

„We are Humans supporting Humans and use Technology to equip you with flexible tools to always be on top of your game.“

Nikolaus Kimla • Founder & CEO • Pipeliner CRM

Education

Educational assets (videoes, ebooks, Sales POP!) covering both CRM & Sales in general

Pipeliner

Learn about what makes Pipeliner the product & Pipeliner the company so different

Let Us Introduce You To Pipeliner CRM

We look forward to showing you how Pipeliner CRM helps empower sales to maximize revenue.

We will guide you through the product and present all the benefits.

Customers love Pipeliner CRM

It is the best CRM on the market today, don't be fooled by big box or free products. Margye Sullivan • VP • Envision2BWell Inc.
Test it. Keep it. Use it. Love it. Jens Leonhaeuser • Owner • Steilpass
I have used other CRM's and this has to be the most user-friendly program I have ever used. Denise Schmidt • Sales OperationsSales Operations Sales Operations is a collection of aligned business processes, strategic implementations and other activities aimed at achieving organizational goals, specially in the areas of sales revenue, market coverage and growth. • First Tactical
A top CRM that has all the features and flexibility you can possibly need and still is easy to learn, administer, configure and use. Hanneke Gieles • Business Development • Prowareness WeOn Groep BV
With simple training and general intuition this CRM blows many others out of the water, plus it is a fraction of the cost. Our Franchise units simply love it. Eduardo Pinzon • Director of Operations • Crestcom
Its features and functionality make it a great CRM at a great price point. Catherine Austill • Advisor • Graphic Partners
I highly suggest using Pipeliner, it is a tool that has absolutely sky-rocketed our business to where it needs to be. Patrick Bauer • CEO • Amherst Brands
One of my favorite parts as a sales manager is using Pipeliner CRM to run sales campaigns that drive our team to have fun and use the system in a way that drives sales. Luke Wittenbraker • Sales & Marketing DIrector • Mactech

See what our customers have to say about using Pipeliner CRM