Pipeliner CRM — It’s All About Sales! We are a sales enablement tool. We focus on pipeline management, sales process & analytics.
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OPPORTUNITY AND ACTIVITY MANAGEMENT
In sales, the velocity and efficiency of opportunity management is crucial. Pipeliner CRM's opportunity management features totally empower selling success. Sales Activity Management means those steps taken within a sales process step, to bring it to the next step. Pipeliner makes it totally visually and intuitive.
Today, contact management is much more than simply "contact details" like name, company, address, email address, and web address. How are all the different contacts related to the account? Who was the last contact reached, and what was discussed? Who needs to be reached next, and what task or activity needs to occur? These are all questions that need to be answered with today's contact management.
Lead management and tracking are the most important functions for CRM software. A quota will not happen without adequate opportunities—which will not happen without adequate leads. Pipeliner CRM takes a powerful approach through its lead management features.
A vital function of any CRM application is account management. Real account management means being able to access all pertinent information for an account, both broad and detailed. In means being able to zero right in, and then out again, as needed. It means having a visual handle on all data so that it truly is instant intelligence, visualized.
Of course sales management is always seeking better more efficient insights into overall sales team performance and opportunity management. But at Pipeliner we know that it's not just management that needs that insight—so do the individual salespeople themselves. For that reason all of our powerful Sales Insight features enable the sales manager, the sales rep and the sales team member alike.
CRM email integration with MS Outlook or Gmail. Virtually all email integration is possible, and email can be seen, responded to and stored from within CRM. No more switching back and forth.
When it comes to sales, productivity is of course the number one requirement. It is only through productivity that a sales force is going to achieve quotas—and therefore revenue and success. This is done through integration of your company's favorite applications, Pipeliner's suites of features for both Microsoft Office and Google, Pipeliner's totally unique context-sensitive Help functionality, and much more.
ADMINISTRATION AND CUSTOMIZATION
Pipeliner administration can be learned in as little as 5 hours. Additionally our administrative interface, like the front end, also contains context-sensitive help, so that anyone doing administration can gain extra assistance when needed.
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