Account Planning

Pipeliner provide many features such as PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. View, Task and Activities to assist, aid and empower 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.

Pipeline View—Sales Stages

Pipeliner’s primary interface is the Pipeline View, which visually displays your company’s own 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., stage by stage. Your sales process is based on vital steps that you know work to bring a sale all the way from 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. to close–and Pipeliner’s Pipeline view is the visual map of that process. All incoming opportunities follow this basic plan.

Learn more about Pipeliner’s Pipeline View

Activities and Tasks

Within each stage, there are various activities and tasks that must be performed to bring an opportunity fully through that stage and into the next. As with the overall sales process, such tasks and activities are based on past successes of your proven reps.

With Pipeliner, you can lay out each of these activities, and tasks within these activities. You can visually and instantly monitor their progress. You even have the option of making them mandatory so that no opportunity is moved out of a stage without being fully completed at that stage.

Learn more about Pipeliner’s Sales Task Management

Tracking and managing your deals through the sales stages, and clearly defining activities and tasks needed to move from stage to stage, brings you to a whole new level of consistency in how deals are worked. Win rates, velocity, and predictability can all increase. This is the essence of Account Planning.

Pipeliner provides many other features to assist, aid and empower Account Planning.