2. Sales organizations have long struggled with
systematizing their segments: territories, splits
(inside / outside sales), and even sales situations
(pre/post-sales, renewals and account expan-
sions). With Pipeliner CRM, you see it all. Every
part of your sales organization is laid out before
you. Now you can switch seamlessly between
pipelineviews–using the same shared database!
¤¤ Consolidated, connected teams
¤¤ Looksmart and organized
¤¤ Unified process management
Multiple Pipelines
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Multiple Pipes:
The Sales Organization, Revealed.
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3. One of the hardest but also most rewarding jobs
in sales management is the roll out of a best
practice sales process throughout the sales or-
ganization. Have your best sales rep lead by
example and document his magic formula in
your CRM so that the rest of your sales organi-
zation can learn from it. Can your CRM do that?
¤¤ Customize best practice sales processes.
¤¤ Visualize opportunities in the multiple
pipeline views.
¤¤ Drag & drop opportunities to move them
within the sales process.
¤¤ Drag & drop opportunities to changetheir
closing dates.
¤¤ Create and attach sales & onboarding
documents to each stage of your
sales process and get your team up to
speed quicker.
Best Practice Sales Process
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Drag & drop theopportunity.
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4. Nothing is more important in sales than keep-
ing sales reps focused on their target. Pipeliner
CRM puts their target right in front of them.
With many different views onweighted,
un-weighted, balanced, ranked and real target,
you can see the status quo of your sales perfor-
mance. This allows you to analyze different sce-
narios in order to focus your efforts to the most
promising activities.
¤¤ Set your sales target for a specific period.
¤¤ Get an instant overview of your sales
pipeline value.
¤¤ Target Multiple KPIs according to
your business.
5 Targets to Keep You Focused
Pipeliner CRM Automata: 10 Unique Selling Propositions
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Set your goal KPI.
3
5. Create a list of all activities that a user needs to
accomplish within the corresponding step in
sales pipeline in order to move the opportunity
from one sales step to another. Schedule auto-
matic tasks when an opportunity hit the corre-
sponding step in sales pipeline.
¤¤ Relateasimple check-box, field or
any activity.
¤¤ Auto-check the sales activity.
¤¤ Auto-schedule the tasks for each step of
your sales pipeline.
¤¤ Motivate your users!
Sales Activities / Buyer‘s Actions
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Check as done!
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6. Unlike traditional CRM, Pipeliner CRM has
moved well beyond the concept of a standard
dashboard to more targeted and innova-
tive ways of delivering instant intelligence to
the user. Intelligence that helps the user cut out
the noise, easily navigate complexity and focus
immediately on what is most important.
¤¤ Activity Stream— Navigator organizes you!
¤¤ Target Overview— Navigator focuses you!
¤¤ Notifications— Navigator reminds you!
¤¤ Suggestions— Navigator advises you!
¤¤ Business Overview— Navigator steers you!
Navigator
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Focus in real-time on what’s
most important!
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7. Strategic selling is based on understanding
the roles and characters of all the stakeholders
involved in a deal.
How can we map how people are connected and
how they influence the Deal? With Pipeliner
CRM you can.
¤¤ Visualize the internal relationships of
an account you work with.
¤¤ Find and defineacontacts positions within
the account.
¤¤ Keep track of all the sales roles of people
within the Opportunity.
Who Was That Again?
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Find the Gatekeepers and
map account hierarchy.
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8. Change sales management forever! Pipeliner
CRM Performance Insights revealsthe keys to
success hiding in plain sight! Pipeliner CRM
triggers the changes done by your sales team
and visually displays their sales performance.
¤¤ Instantly view how territories
are performing.
¤¤ Visually compare
salespeople’s performance.
¤¤ Graph views measure and display
performance over time.
Sales Performance Insights
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Create that competitive,
winning mentality!
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9. Losing a deal does not always mean that you-
havelost it forever. Sometimes you get a call
few weeks later and you are back in the game.
Now what happens if you already deleted it?
Pipeliner CRM doesn’t delete leads or opportu-
nities. Pipeliner CRM collects the intelligence of
why, and in what stage of your process, you lost
the deal.
Reactivate a lost deal or generate a report that
will show you why and when you lose deals.
¤¤ Learn about the weaknesses of your
sales reps.
¤¤ Compare your sales insights using
dynamictargetin the archive.
Deleting vs. Archiving
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Count of your opportunities in sales step.
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10. Does this sound familiar to you? “The Internet
is down—let’s take a coffee break until it’s
back up.”
“I don’t have reception here, how do I get
the info on the client now?”
If your CRM only works in an online mode
then you better never leave the office and have
plenty of coffee ready. Pipeliner CRM combines
the best of both worlds: a cloud-based system
and a desktop client.
¤¤ Full offline access to all your customer
information and product features at
all times!
¤¤ Auto-update the data on the desktop screen.
Offline Functionality Is Key
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Sync your data into the cloud.
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11. Pipeliner CRM does the heavy lifting for you
when it comes to Management Reports. Now,
in addition to the pre-filled reports Dashboard,
we’ve added a New Report button to other views
throughout the application.
¤¤ Create Standard, Pivot and
Forecast Reports.
¤¤ Track forecast performance through a sales
period for each forecast set.
¤¤ Create a Management Report on closed
Deals for the current month.
¤¤ Create a Management Report
on the Activities of the sales rep
you’re reviewing.
Sales Optimized Management Reports
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Run Standard or Pivot Reports.
Rich Reports—OneClick Away
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