Pipeliner is a sales CRM and can be leveraged by companies of all sizes from small to medium to enterprise. It is ideally suited to organizations that value sales process and have multiple salespeople and sales teams.
Pipeliner CRM is uniquely placed to support sales organizations through its:
-Sales-friendly interface which drives rapid adoption
-Built-in Automation Engine which drives efficiency and allows automation of routine and repetitive tasks
-Simple, non-tech admin means no expensive, fulltime admin needed & no admin certification costs
-Instant dynamic visualized reporting allows executives, managers, and individual salespeople to run reports from almost anywhere in the system
-Integrates with everything so all your other systems can work seamlessly with Pipeliner CRM
Mobile App with built-in AI so your salespeople are always equipped and informed when in the field
Pipeliner drives Rapid adoption = faster ROI
Everything included = lower TCO
Both the frontend and the admin backend are visual and easy to learn - there are no technical skills required.
Pipeliner CRM continues to innovate and enhance its sales-friendly CRM with features such as the Automatizer, Mobile with AI & its renowned visualization fo every feature in the product. The rapid adoption and easy onboarding mean Pipeliner CRM delivers ROI in record time.
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There are 12 Major Differentiators:
1. The Target - provides multiple ways of viewing data to deliver the full revenue picture. Flexible views allow executives, managers, teams, and individuals to manage revenue risk in realtime and take proactive action. This helps eliminate uncertainty and unpredictability from revenue projections.
2. Buyers Action & Sellers Activities (Sales Methodology) - Within each stage of the sales process, activities the seller needs to complete and actions the buyer needs to take can be set. This provides a defined path for each salesperson to follow and eliminates inconsistency. These can even be made mandatory before an opportunity can progress. This is how any sales methodology can be embedded in the daily workflow of every salesperson.
3. Buying Center/Org Chart/Relationship Mapping - How a company is organized hierarchically. How individuals both inside and external to the company are influencing a deal. Relationships between contacts both internal and external to the company. The overall company structure.
4. Reporting — Standard, Pivot & Advanced - Pipeliner offers the most flexible and versatile reporting engine available. Each person can easily build reports in the system and manipulate the data. These can range from simple standard reports, to pivot reports to complex, advanced reports depending on the needs of the individual.
5. Multiple Views (on all our entities) - One factor in Pipeliner’s high adoption rates is that it provides many different ways of viewing the same data. These views range from pipeline views to geographical map views, list views, bubble chart views, compact views, and detailed views. Not only does this cater to the various ways people like to view data, but being able to instantly view data in different ways provides more perspectives and insights.
6. Power Panel (with flexible filters) - The unique Power Panel provides practical customization capabilities to any user. Individuals can instantly select what subsets of data they want to see, who they want to share it with and what details they want to see. Each user can do this for groups or individuals depending on user rights. In Pipeliner CRM, we call this Dynamic Instant Visualization!
7. Archive - The Archive provides a shadow pipeline where your lost opportunities are “frozen in time” at the stage of the sales process they were lost. This allows you to look for patterns or trends at an individual, team and process level and make informed adjustments as a result.
8. Mobile AI - The AI engine in the Pipeliner CRM mobile app provides instant, intelligent insights and guidance to salespeople right from their smartphone. This helps keep them focused on the activities, opportunities, and leads that are the most critical at any given time.
9. Navigator - Navigator organizes critical information into one screen that shows where the salesperson is against their sales target, what is on today’s calendar, what deals and leads need attention and even suggests other valuable activities. This is an intelligent quick start to any sales day.
10. Attach Documents in the Pipeline - Pipeliner enables you to upload documents to each sales step so salespeople have access to the latest document update and at the right stage of the process. This guarantees, for example, that your team is using the correct marketing or pricing catalogs when talking to customers.
11. Multiple View on Activities Management - Pipeliner again provides multiple ways of viewing and managing Activities — the dedicated Activity view provides a calendar view, a list view, and a drag n drop task board view. These easy to access views make activity management simple and efficient.
12. Hybrid + Cloud - Pipeliner is unique in offering two different solutions. Pipeliner CRM Cloud — which is a cloud–only offering. Pipeliner CRM Hybrid — which provides an online & offline solution.
Pipeliner will continue to innovate in the area of automation as well as continuing to make the product as visual and intuitive as possible. Pipeliner will become the revenue operation system of your business.
Pipeliner CRM integrates with practically any other system either through native integrations or by leveraging third-party solutions.
Pipeliner offers 3 versions of its top-rated CRM, at 3 different price points, to meet the needs of businesses of all sizes.
Starter--Basic sales management, tracking, and collaboration
$25 per user/month
Business -Full CRM functionality, advanced reporting, customization, and unique productivity features
$65 per user/month
Enterprise--Full CRM functionality with advanced customization, integrations, and services.
$85 per user/month
Included in all versions is the Pipeliner App for iPhone or Android Smartphones.
Free trial: https://www.pipelinersales.com/crm/free-trial/featuredcustomers
Pipeliner CRM is designed so that implementation and training (for administrators and users) happens faster than for most CRM solutions on the market today. In fact, statistics show that Pipeliner can be onboarded in a fraction of the time—and at a fraction of the cost—of our chief competitors.
We provide the following services:
-Setup - Getting Pipeliner properly configured and customized for your company, and getting Pipeliner rolling with your administrator and users
-Admin Training - Training for your Pipeliner CRM Administrator
-User Training - Training for users, to maximize Pipeliner's benefit
Pipeliner is designed for rapid onboarding and implementation and can be up and running in days rather than weeks or months like many other CRMs.
Our journey to success is outlined here: https://www.pipelinersales.com/sales/journey-to-success/
We also have a whitepaper that describes the process in detail: https://wordpress-cdn.pipelinersales.com/wp-content/uploads/2018/08/Pipeliner-CRM-Onboarding.pdf
Technical support is included with the price of the software. We also offer many tools through which users can support themselves. In-app help, chat, interactive help files and many other resources to help users maximize Pipeliner CRM.
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