Learn From The Past – Predict and Influence the Future!
With Pipeliner CRM you can define an array of Key Performance Indicators (KPIs) and have them instantly and dynamically available to you. No other system provides so much intelligent insight in such easy to interpret visual formats.
While most systems just look backwards, Pipeliner CRM allows you to assess both Leading and Lagging indicators of success. You can review current pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. trends, adjust focus or redeploy resources to ensure current forecasts are met or you can learn from the past, review and then update processes, skills and tactics.
Velocity if one great example of a KPI that can immediately tell you how 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. is performing and where there maybe opportunities to speed-up sales cycles or reduce drop-off at particular stages of the process. With Pipeliner you can not only see the overall velocity of your sales cycles but the individual velocity of every stage which is more important and useful to know.
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. is critical to any 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.). in order to minimize such risks as cash flow, inventory and resource management and Pipeliner provides the most robust reporting engine available today to allow you to quickly view key pipeline dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.. This allows you to always have an early warning system so there are no surprises and the ability to action in time to influence the outcome.
Use our unique insights feature to visually review the performance of regions, teams, right down to individuals. Using indicators such as 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. creation, lead conversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller., wins and losses you can quickly see whether things are improving or deteriorating over a period of time – or even whether performance appears to be cyclical.
Whatever you identify as key for your business to track, Pipeliner CRM makes it easy and visual for you to do so. You won’t find another system that is as versatile as it is effective.