Pipeliner CRM: The Foundational Empowerment for Sales Managers
The role of sales manager may be the most challenging in any organization—for it is that person that is held ultimately responsible for the sales and revenue of the company. At the same time and for the same reason, the sales manager is a company’s greatest revenue multiplier.
Pipeliner's feature set for sales managers ensures that a sales manager always has access, in real time, to all the vital data necessary to manage reps. It's all right there—no more having to constantly chase it up through email, calls or personal interaction.
The sales manager instead spends time on coaching and mentoring, planning and forecasting, along with other actions such as working with Marketing to make sure there are enough leads for the reps to work.
Sales Management
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Pipeliner CRM Pipeline View 
Pipeline View
Instantly gauge the health of your pipeline and get multiple, actionable insights all from one view. -
Sales Reports 
Sales Reports
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike. -
Bubble Chart View 
Bubble Chart View
Bubble Chart–3D Timeline view of your opportunities, provides the most relevant aspects of every deal. -
Dashboard 
Dashboard
Graphical, colorful reports that deliver instant insights into how your business is performing. -
Dynamic Target 
Dynamic Target
Configure five different sales targets and stay focused on how you are performing against your goals. -
Email Integration 
Email Integration
Pipeliner CRM fully integrates your email client, you can view and handle email from right within Pipeliner. -
Leads Management 
Leads Management
Effectively manage and nurture your precious leads and transition them into the pipeline. -
Multiple Pipelines 
Multiple Pipelines
Multiple pipelines let's you switch easily from one pipeline to another, using the same shared database. -
Navigator Dashboard 
Navigator Dashboard
Navigator Dashboard brings more focus and intelligence, allowing you to focus on what’s most important. -
Opportunity Tracking 
Opportunity Tracking
Manage and track your Opportunities in a more consistent, effective and visual way to increase predictability. -
Organization Chart 
Organization Chart
Map out the company hierarchy in your accounts with our Smart Organization Chart. -
Sales Forecasting Reports 
Sales Forecasting Reports
Sales Forecast report has a specific purpose: to set quotas, and track attainment in real time. -
Sales Process 
Sales Process
Create the most consistent and effective way for your salespeople to move through a sales cycle
For any sales manager that is stuck in the “numbers chasing” rut, Pipeliner is the answer.
Sales Leadership
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Sales Task Management 
Sales Task Management
See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency. -
Archive 
Archive
Houses lost deals with the details still intact providing a priceless tool for analyzing why you lose and when. -
Automated Task Scheduler 
Automated Task Scheduler
Pipeliner automatically schedules sales tasks and activities as you move your opportunity from stage to stage. -
Built-in HELP 
Built-in HELP
Context sensitive Help provides guidance on how to use the specific feature you are currently accessing -
Bulk Update 
Bulk Update
Save time by making global (rather than individual) changes to your contacts, accounts, or opportunities. -
Buying Center 
Buying Center
Visual relationship mapping, see who is the decision maker, influencer, gatekeeper, even naysayer! -
Performance Insights 
Performance Insights
Totally visual, intuitive sales performance management for your sales teams and sales units -
Profiles 
Filter
Sales Managers and Salespeople can create their own specific Views by filtering data and saving the View. -
Target Multiple KPIs 
Target Multiple KPIs
Dynamic Target expands its analysis tool by adding multiple key performance indicators (KPIs)
Further Empowering Resources for Sales Managers
A good part of our mission is education. Hence we regularly create materials designed to assist those in various sales professions to become stronger, more efficient and more competent.
From the resources listed below you can learn about the crucial fundamentals underlying management, the most essential metrics for sales management, the guidelines for building the best possible sales process, and much more. They are free—so enjoy!
Sales Manager
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Is Entrepreneurship Dead 
Is Entrepreneurship Dead
This book is a little unusual–it is written as an overheard dialogue. Nikolaus takes his inspiration from a work that is over 250 years old, The Way to Wealth by Benjamin Franklin. Read More › -
11 Great Sales Methodologies 
11 Great Sales Methodologies
What are the great sales methodologies, and how are they empowered by Pipeliner CRM? Read More › -
Creating an Effective and Predictable Sales Pipeline in 12 Steps 
Creating an Effective and Predictable Sales Pipeline in 12 Steps
Download our free bonus checklist and enjoy the benefits of your own custom-built Sales Pipeline and Sales Process. Read More › -
Essentials of Building a Sales Team Successfully 
Essentials of Building a Sales Team Successfully
Start with the right steps of building a sales team, and everything else will come much easier. Read More › -
Increasing Predictability, Reducing Risk 
Increasing Predictability, Reducing Risk
The reason salespeople need a sales process is because buyers follow exact journeys. The Pipeliner selling system shows how to align those journeys with seller actions. Read More › -
Leading and Lagging Indicators 
Leading and Lagging Indicators
Sales management must be conducted through the right combination of leading and lagging indicators, so that management is precise, and catches issues well before they affect your final results. Read More › -
Metrics in Sales Management 
Metrics in Sales Management
Precise sales management begins with the right sales metrics. Learn the basics of metrics in sales management in this white paper. Read More › -
The Pipeliner Manifesto 
The Pipeliner Manifesto
Pipeliner’s goals certainly include our flagship Pipeliner CRM product. But behind our CRM--and everything else we do--is a real cause. Read More › -
6 Principles of Pipeliner 
Theory Made Real - Pipeliner CRM Puts Principles into Practice
Our company and our product are based on proven principles. We turn those principles to practice in our CRM, we want Pipeliner CRM to be a tool for everyone. Read More ›
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