What difference would it make to your business if your salespeople were focused on the right opportunities, engaging in the right activities and communicating in the right way at every stage of a sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers.?

That’s a key question Pipeliner CRM answers within the application.

For Sales Reps, A Daily Routine

Starting with Leads as they enter the system, Pipeliner provides for effective, efficient focus for your sales team – including how ownership of that 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. is taken, shared, granted or changed.

As soon as an Opportunity is qualified, Pipeliner guides your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology., with customizable Sales Checklists (Steps) that set crucial Activities for every Sales Stage. What this means for you is a consistent, repeatable approach for every Opportunity in your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process..

When each Opportunity follows the same steps, nothing is missed and you get a huge benefit that you may have missed previously— Predictability in your sales forecasts and lower risk!

Pipeliner further guides each member of the sales team with routines like:

  • Alerts – Notify when Opportunities have lingered too long in a Stage.
  • Reminders – Direct actions so you never miss a follow-up.
  • Notifications – Trigger emails upon status changes that you customize.
  • Checklists – What’s expected of each rep at this part of the Sales Stage.
  • Filters – Set & save filters to drill into your pipeline – Find focus immediately.

Pipeliner represents an easier, more visual, more focused way of working.

Optimizing Sales with Teamwork

Pipeliner sees Activities as relevant not just to individual actions, but also as part of a bigger whole – meaning that collaboration, 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. and communication are part of any well-oiled sales process.

Most CRM reporting is painfully complicated to set up and use — and ironically doesn’t prompt useful actions. Not so with Pipeliner. In the main pipeline view, the Target (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., goal) is always visible and a reminder of the prize. In Dashboards, you have your KPI’s in rich color. On every screen — including Activities — you can run a 1-click report of just that view

Visual Task Board

Instantly know the status of any task or activity–with Pipeliner CRM´s completely visual CRM task board.

Account Planning

A sales organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). will never make it without accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. planning–and account planning is fully empowered by Pipeliner CRM.

Team Messaging Center

A great CRM message system means never having to switch in and out of CRM.

Reports

Pipeliner has made CRM reporting like his has everything else–simple, powerful and intuitive.

What’s In It for Me?

These are the kinds of checks and balances that make a sales organization truly accountable and professional. And guess what? Research has proven those types of organizations dramatically outsell and outperform all others.

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