Key Benefits of Pipeliner CRM

30 Pipeliner CRM Benefitswww.pipelinersales.com

http://www.pipelinersales.com


Pipeliner originally was designed as a tool for sales empowerment. With its newest release Pipe-liner meets the highest requirements for enterprise CRM solutions.

The oldest and still most urgent CRM issue that companies have to face is low user acceptance, which results in poor data quality and misleading sales information can lead to strategies that put a business in serious risk. Pipeliner is a revolutionary CRM System that focuses on sales management and is designed to truly support and empower the sales representatives in their day-to-day job. That is why they love to work with it and that is why we solved this industry problem.

Pipeliner offers the capability to implement your own standardized sales process and sales methodol-ogy. Each user works on his personal visual pipeline and has a clear understanding of his performance, potential deals and next steps to be taken. Every single pipeline is connected to a central database that allows users to share accounts, contacts, deals, documents, activities and reports throughout the organization. Pipeliner offers a powerful permission based system to share content within teams and offers a great scalability.

If your company is an international or national organization, Pipeliner is the perfect answer to require-ments such as company-wide reporting with a single click, regional and international forecasting, easy to use dashboards and analytics.

Equally important are the collaboration features that allow working together as a team on mutual projects or sales.

Pipeline Fully visualized and interactive sales pipeline Sales Pipeline Velocity Sales-based navigation menu Team lead managementIntuitivedrag&dropleadstoopportunityqualification Complete account management Social Media CRM Buying center visualization Activities linked to the opportunity Timeline view Sales optimized dashboard graphs Sales optimized management reports Hit-Rate manager Out-of-the-box opportunity history log Sales pipeline archive

Settings Sales dynamic targetInstanton-the-flyfilteringofallyourdata Sales opportunity document methodology Notes management Improved Document Management CRM Apps Marketplace

Customization Template designer Advanced product clusters User role management Multiple pipelines Website Services Auto Calculated Fields

Integration Mobile solutions Sales oriented integration to OutlookOut-of-the-boxofflinesolution

30 UNIQUE PIPELINER BENEFITS

2www.pipelinersales.com

30 Pipeliner CRM Benefits

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Fully Visualized and Interactive Sales PipelineA sales application designed from the ground up to provide new ways to quickly and intuitively guide you through the process of closing deals more effectively. We made it more interactive, visual, safe and easy to use.

Arrange sales opportunities by closing date or value

Group sales opportunities by owner or sales team

Filter opportunities by product or ranking

Easily drag & drop opportunities along the sales process


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drag & drop the opportunity






Sales Pipeline VelocityWith Pipeliner, you can now track the number of days an oppor-tunity has remained in any given sales step.

Monitor the Age of Your Opportunities

Effectively Reduce Your Sales Cycle

Maintain the Quality Pipeline


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set the warning notifications






Sales-Based Navigation MenuAll menus are perfectly arranged at a glance on the Pipeliner main navigation bar. Click to see the functions.

Havealwaysthemostimportantfeaturesatyourfingertip

Switch between all features by pushing the button


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reach all the sales tools you need






Team Lead ManagementGatherleadsfromanyothersystemintothespecificanduniquePipeliner feature Team Lead Management where all your leads are stored and ready to be assigned to your sales reps by using an easy drag-and-drop system.

Assign lead from the team lead pool

Filter leads by owner or elapsed time in the team lead pool

Release lead back to the team lead pool


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manage your leads in lead pool






Intuitive Drag & Drop Leads to Opportunity QualificationQualifying the leads into real opportunities has never been easier. Just use the drag & drop functionality to do this.

Dragqualifiedleadsintothesalespipeline

Senddisqualifiedleadsintothesalespipelinearchive

Reassign leads to your sales team members


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qualify lead from lead list






Full-Blown Account ManagementQualify and classify your accounts according to your preferenc-es. Get all useful information about opened opportunities, activi-ties, notes, documents etc. related to the account with just one mouse click.

Classify your accounts

Create your custom list of accounts type

Manage all opportunities related to a particular Account

Create buying cycle charts of your accounts


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track your customer relationship






Social Media CRMAcknowledging the ongoing importance of Social to the sell-ingprocess,we’veblendedsocialfeaturesintosalesworkflow. In Phase 1, we’ve connected Pipeliner CRM with Twitter, Face-book, LinkedIn, and Google+. You can see and interact with your contacts and accounts in social environments.

Twitter: Search, follow, retweet, favorite

LinkedIn:Search,viewprofile,connect,seefeeds, see connections

Facebook: Search, Friend and Like, view posts

Google+:Search,viewprofile,addtoCircles,comment,share, and +1


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interact with your contacts over social media






Buying Center VisualizationCreateavisualbuyingcenterchartofanaccountanddefinetherelationships between all members. When it comes to complex or high volume sales processes, this is the tool to work with!

Visualize the internal relationships of an account you work with

Findanddefinedecisionmakerswithintheorganization

Write down all the competences of the people within the account


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create account’s hierarchy






Activities Linked to Leads, Opportunities, Accounts and ContactsCollaborate on your opportunities within your sales team by sharing or assigning tasks, scheduling meetings or posting an in-ternal message. The new feed function allows you to have a chat like conversation related to all the information in your database.

Manage and share activities

Schedule appointments and invite your team members to join

Post messages and share them with your sales team


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manage your tasks and appointments






Timeline ViewGet an instant overview of your opportunities and All related information in a dynamic timeline view.

Table based management of the opportunities

Filter opportunities by product or owner

Sort opportunities by value or closing date

Manage opportunities in the timeline view


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drag the timeline






Out-Of-The-Box Sales Optimized Dashboard Graphs with On-The-Fly ComparisonA management dashboard, which is also accessible directly from MS Outlook, provides valuable sales performance insights in real-time. It helps sales people to stay focused on achieving their goals and gives transparency and control to the management.

Explore the sales pipeline chart

Create account or opportunity based charts

Choose from a set of more than 20 different chart types to measure your performance


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enlarge to see more details






Out-Of-The-Box Sales Optimized Management ReportsManagement reports once more make Pipeliner an excellent sales application. Reports that deliver accurate sales forecasts on which you can immediately act.

Create reports by sales rep or product

Filter any data shown in reports

Export reports into Excel

Print reports into PDF


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filter records






Hit-Rate ManagerCreate activity-based sales management performance reports. Allactivitiesaremeasuredandcomparedwithinaspecifictimeframe.

Defineyourownsalesactivities

Track the activities made by your sales team

Create activity-based reports by owner or sales team

Saveactivity-basedreportstoPDFfiles


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print report into PDF






Out-Of-The-Box Opportunity History LogThis function logs all of the changes applied to your data in detail. The team manager can set a time frame and monitor what his sales team has been working on within that set period of time.

Track each activity made on an opportunity, an account, a contact or a lead

Filter any data shown in history

SaveopportunityhistorylogstoPDFfiles


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track your history






Sales Pipeline ArchiveSales pipeline archive shows all closed opportunities, in the same visual manner to analyze in which sales steps you lose and why. You are also able to restore any lost opportunity back into the pipeline.

Arrange opportunities by closing date or value

Group opportunities by owner or sales team

Filter opportunities by product or ranking


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count of your opportunities in sales step






Sales Dynamic TargetDynamic sales targets make Pipeliner an excellent sales appli-cation that delivers accurate sales forecasts you can immedi-ately act upon. With one view on weighted, un-weighted and real target you can see the status quo of your sales performance. This allows you to analyze different scenarios in order to focus your efforts to the most promising activities.

Setyoursalestargetforaspecificperiod

Get an instant overview of your sales pipeline value


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Settings


set your sales goal






Instant On-The-Fly Filtering of All Your DataPipelineroffersadhocfilterthatapplythroughoutyoudata.Onceset you can save the settings and use it at any time by applying thesavedfilter.Butwhatmakesthisfunctionreallyuniqueisthatthesamefiltercanbeappliedtoallyourdata,nomatterifyoulook at accounts, contacts, opportunities or reports.

Onesetoffiltercriteriaisusedtofilterallyourdata

Filteroncustomfields

Applythesamefiltertoallviews


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Settings


search for an opportunity






Sales Step DocumentsPipeliner allows you to store template documents that apply to a specificsalesstep.Thesedocumentscanbestoreddirectlytothe corresponding sales step as so called sales step documents. Onceyouneedtocreateaspecificdocument,youwillfindthecorrect template at the top of the sales step.

The individual document you’ve just created can then be directly attached to the opportunity

You can attach documents also to leads, accounts and contacts

Using the MS Outlook Integration you can upload your email´s content including attachments to Leads, Opportunities, Accounts and Contacts


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Settings


follow your sales methodology






Notes ManagementPin general or individual notes – as you like – to stay always on top of information. General notes are related to general pipeline issues; while individual notes are customized to selected oppor-tunities and leads.

Write and pin notes related to the opportunity or lead

Create and pin general notes

Drag & drop notes all along your Pipeliner screen to the spot you like


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Settings

SHARE THIS BENEFITS: pin any note you need






Improved Document ManagementIt’s important to collaborate on your sales documents within your sales team. These set of new crm tools for sales in Pipeliner lets you collaborate with your sales team on documents and docu-ment your sales best practices to drive your sales effort.

MS SharePoint Integration

Dropbox App

Google Drive App

MSOfficeIntegration


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Settings


manage your attachment settings






CRM Apps MarketplaceIntegrate your favorite sales tools and Mobile CRM Apps. Con-nect the productivity applications you already use or extend the Pipeline Customer Relationship Management Software with Mobile&iPadCRMApps,yourbusinesscanbenefitfrom.

Productivity CRM Apps

Marketing Tools

Other Great Tools You Already Use


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Settings


connect your favorite tool






Template DesignerWith the Pipeliner template designer, we are giving you the freedom of choice. Customize Pipeliner exactly to your needs by adding any type of data to your Pipeliner forms in order to track Pipeline milestones, gather strategic sales data and key performance measures. Ensure that you and your team speak the same language, when it comes to communicating your sales process.

BringyourcustomfieldsintoPipeliner

Renameorreplacefieldsyoudonotuse

RearrangefieldswithinthePipelinerdataforms of Opportunities, Leads, Accounts and Contacts


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Customization


customize Pipeliner forms & fields






Advanced Product ClustersProducts and services can be set-up directly in the customer portal. Each product or service can be directly assigned to an opportunity.UsingthefilterfunctionalitydescribedinkeybenefitNo. 15 you are for example able to select all opportunities that relate to a specific product and affects also themanagementreports precise reporting on all levels.

Products or services can be structured hierarchically.

Create your own product hierarchy

Filter the opportunities by products

Run product based reports and export them into excel


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Customization


assign the opportunity to the product






User Role ManagementWithPipeliner,youcancreateanddefineyourcustomizedper-mission rights for every account, user, opportunity or any dimen-sion you need.

Create,defineandmaintainallPipelinerpermissionrights

Set security roles for all Pipeliner users

ApplyaccessrightsforallfeaturesandfieldswithinPipeliner


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define role-based permissions






Multiple PipelinesYou can use Pipeliner as a multitenant system by creating multi-ple pipelines that you are able to access with the same user id. Switching between these pipelines is easy and provides all the information you need, even if you are responsible for more than one sales organization.


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Customization


switch your pipeline






Website ServicesYou can connect any webpage (or photo, video, or data list) from an external website to a contact, account, or opportunity record. Addyour favoritesites–e.g.,maps,searchengines,financialsites – and have immediate access to information you need from within your Pipeliner CRM screen. For instance:

Display industry intelligence information (e.g. D&B, BBB, Crunchbase, etc).

View Mapquest directions or Yahoo! Maps for customer location

View online shipping/billing information (e.g. UPS tracking)


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Customization


bring web data into Pipeliner






Auto Calculated FieldsTheabilitytosetupcustom“smartfields”tohelpwithopportu-nity scoring (and other sales and marketing efforts) is an impres-sive new capability for users who are tech savvy and familiar with rules engine theory. These drag-and-drop fields supportdynamic ways to guide number-based metrics (e.g., customer ratings might be used to drive effective drip campaigns).


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Customization


use autocalculation formula






Mobile SolutionsNow you can take account/contact-, lead- and opportunity man-agement on the road. Create, view and edit key customer and prospect information, take notes, schedule meetings, complete activities, update opportunities and more, wherever you go.


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Integration


one tap is all it takes to synchronize your devices






Sales Oriented Integration to OutlookEmpower your sales performance using the free of charge MS Outlook add-in. Synchronize your contacts, meetings, tasks, cre-ate leads or transfer email attachments to Pipeliner by using the MS Outlook integration. Attaching emails to Pipeliner data helps you to keep relevant customer communication organized. All members of your sales team are, based on access rights, able to view this information.

Synchronize your contacts between MS Outlook and Pipeliner

Create leads directly in MS Outlook out of an inquiry e-mail from one of your customers or prospects

Save e-mail communication or documents as an attachment to Pipeliner data


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Integration


sync your Outlook with Pipeliner






Out-Of-The-Box Offline & Sync CapabilitiesBeing an enterprise level CRM solution, Pipeliner is out of the boxcapableofworkingoffline.Thesynchronizationaspartofthe unique Pipeliner system architecture is a key feature that enables you towork offline,without any restrictions. Pipelinercombines the speed and the reliability of a standalone applica-tion with the security, low cost of deployment and accessibility of a sales application hosted in the Cloud.

Work on your sales targets anywhere and anytime

Synchronize your data with your team members


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Integration


sync your data into th

e cloud






Small Business & Entrepreneurship

Key Benefits of Pipeliner CRM