Sales Management with Pipeliner CRM
Pipeliner CRM is the only really effective tool available today in the market
There is no system in the industry today like Pipeliner CRM, one that empowers precision sales management through CRM. Therefore we can truly say that Pipeliner CRM is the only really effective tool available today in the market.
There are four major elements that if focused on will increase sales management efficiency:
Effective Lead Management
Precise Opportunity Management
Precise Account Management
The War Room
To go into further detail download the E-book “Sales Management Through Pipeliner CRM” which covers all of these topics and more extremely comprehensively.
There are multiple ways of inputting leads into Pipeliner:
Once in Pipeliner CRM there is great flexibility in what can be done with them, including:
Dedicated Lead View
Assign leads to reps
Convert to Opportunity
Move lost leads to Archive
Pipeliner CRM is extremely flexible so it can be tailored to a company’s exact processes.
Read more about precise lead management in Pipeliner CRM.
Opportunity management consists of, first, setting up a sales process. A sales process should be dynamic & Pipeliner CRM is so flexible that you can instantly make changes.
The easier it is for a sales manager to visually see the pipeline and opportunities, the more effective sales management will be.
With Pipeliner data can be manipulated instantly and dynamically and seen by anyone involved.
Opportunity Management Views
Pipeliner CRM provides many different ways of viewing Opportunity information including
How to use filter options to segment data using criteria or combination of custom fields. Save profile view and share with others.
In the Opportunities menu, the Pipeline View shows “What’s in the pipeline and where it’s at” — opportunities organised by sales stage along with many visual cues to help you manage those opportunities effectively.
In the Opportunities menu, the Bubble Chart View shows a multi-dimensional view of opportunities plotted by sales stage, closing date and size.
The Compact View is your choice for “An overview of everything going on with a particular record”.
The List View works like a spreadsheet and easily lets you sort and see what fields are, and are not, completed.
The Map View allows you to see exactly where your Leads, Opportunities, Accounts and Contacts are located on an interactive world map.
The Calendar View is available in the Activities menu and displays Appointments and Tasks with dates within the Date selection of Day, Work Week, Week and Month.
The Task Board View shows Tasks organised by Activity Status. The Activity Stream in the right hand panel shows upcoming and overdue Appointments and Tasks.
Opportunity management, in each of its phases, should be totally aligned to the sales target for that sales period. Pipeliner is also unique in this regard in that the target for the current sales period is always in view, and therefore always in mind for the sales team and sales manager.
Pipeliner CRM offers five different target views:
Unweighted Sales Target
The value of all opportunities in a pipeline without any closing probability percentages.
Weighted Sales Target
The Weighted Target is equal to the sum of the total opportunity values in each sales stage, multiplied by the probability of closure for that sales process stage.
Each rep has the ability to apply a personal ranking to each of their opportunities, from one to five stars based on their confidence in the deal.
This can be looked at as a “worst-case scenario”, because it balances the Weighted Target and the Ranked Target.
This Target represents the actual closed or won opportunities.