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Pipeliner originally was designed as a tool for sales empowerment. With its newest releasePipeliner meets the highest requ...
keybenefitFully Visualized and InteractiveSales PipelineA sales application designed from the ground up to providenew ways...
keybenefitSales-Based Navigation MenuAll menus are perfectly arranged at a glance on the Pipelinermain navigation bar. Cli...
keybenefitTeam Lead ManagementGather leads from any other system into the specific andunique Pipeliner feature Team Lead M...
keybenefitIntuitive Drag & Drop Leadsto Opportunity QualificationQualifying the leads into real opportunities has never be...
keybenefitFull-Blown AccountManagementQualify and classify your accounts according to your prefer-ences. Get all useful in...
keybenefitBuying Center VisualizationCreate a visual buying center chart of an account and definethe relationships between...
keybenefitActivities Linked to Leads,Opportunities, Accountsand ContactsCollaborate on your opportunities within your sale...
keybenefitTimeline ViewGet an instant overview of your opportunities and All relatedinformation in a dynamic timeline view...
keybenefitOut-Of-The-Box Sales OptimizedDashboard Graphs withOn-The-Fly ComparisonA management dashboard, which is also ac...
keybenefitOut-Of-The-Box Sales OptimizedManagement ReportsManagement reports once more make Pipeliner an excellentsales ap...
keybenefitHit-Rate ManagerCreate activity-based sales management performancereports. All activities are measured and compa...
keybenefitOut-Of-The-Box OpportunityHistory LogThis function logs all of the changes applied to your datain detail. The te...
keybenefitSales Pipeline ArchiveSales pipeline archive shows all closed opportunities,in the same visual manner to analyze...
keybenefitSales Dynamic TargetDynamic sales targets make Pipeliner an excellent salesapplication that delivers accurate sa...
keybenefitInstant On-The-Fly Filteringof All Your DataPipeliner offers ad hoc filter that apply throughout you data.Once s...
keybenefitSales Step DocumentsPipeliner allows you to store template documents thatapply to a specific sales step. These d...
keybenefitNotes ManagementPin general or individual notes – as you like – to stay alwayson top of information. General not...
keybenefitSharePoint IntegrationAccess your Microsoft SharePoint library directly fromPipeliner. It makes administration, ...
keybenefitTemplate DesignerWith the Pipeliner template designer, we are giving you thefreedom of choice. Customize Pipelin...
keybenefitAdvanced Product ClustersProducts and services can be set-up directly in the customerportal. Each product or ser...
keybenefitUser Role ManagementWith Pipeliner, you can create and de ne your customizedpermission rights for every account,...
keybenefitMultiple PipelinesYou can use Pipeliner as a multitenant system by creatingmultiple pipelines that you are able ...
keybenefitMobile SolutionsNow you can take account/contact-, lead- and opportunitymanagement on the road. Create, view and...
keybenefitSales Oriented Integrationto OutlookEmpower your sales performance using the free of charge MSOutlook add-in. Sy...
keybenefitOut-Of-The-Box Offline & SyncCapabilitiesBeing an enterprise level CRM solution, Pipeliner is out of thebox capa...
Pipeliner sales-crm-application-key-benefits
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Pipeliner sales-crm-application-key-benefits

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The Pipeliner Sales CRM software is an example of IT-assisted sales processes. It is more than an application; it stands for a principle. As mentioned earlier in the section on the Austrian School of National Economics, the application uses entrepreneurs to build its benchmarks. An entrepreneur’s task is to create knowledge and seek out opportunities for profits – in other words, to utilize the advantages that come from information. Taking a risk while protecting existing business is at the crux of every decision a businessman makes.

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Pipeliner sales-crm-application-key-benefits

  1. 1. Pipeliner originally was designed as a tool for sales empowerment. With its newest releasePipeliner meets the highest requirements for enterprise CRM solutions.The oldest and still most urgent CRM issue that companies have to face is low useracceptance, which results in poor data quality and misleading sales information can lead tostrategies that put a business in serious risk. Pipeliner is a revolutionary CRM System thatfocuses on sales management and is designed to truly support and empower the salesrepresentatives in their day-to-day job. That is why they love to work with it and thatis why we solved this industry problem.Pipeliner offers the capability to implement your own standardized sales process and salesmethodology. Each user works on his personal visual pipeline and has a clear understandingof his performance, potential deals and next steps to be taken. Every single pipeline isconnected to a central database that allows users to share accounts, contacts, deals,documents, activities and reports throughout the organization. Pipeliner offers a powerfulpermission based system to share content within teams and offers a great scalability.If your company is an international or national organization, Pipeliner is the perfectanswer to requirements such as company-wide reporting with a single click, regional andinternational forecasting, easy to use dashboards and analytics.Equally important are the collaboration features that allow working together as a team onmutual projects or sales.PipelineFully visualized and interactive sales pipelineSales-based navigation menuTeam lead managementIntuitive drag & drop leads to opportunity qualificationComplete account managementBuying center visualizationActivities linked to the opportunityTimeline viewOut-of-the-box sales optimized dashboard graphs withon-the-fly comparisonOut-of-the-box sales optimized management reports,with on-the-fly filteringHit-Rate managerOut-of-the-box opportunity history logSales pipeline archiveSettingsSales dynamic targetInstant on-the-fly filtering of all your dataSales opportunity document methodologyNotes managementSharePoint integrationCustomizationTemplate designerAdvanced product clustersUser role managementMultiple pipelinesIntegrationMobile solutionsSales oriented integration to OutlookOut-of-the-box offline solution25 UNIQUE PIPELINER BENEFITS2www.pipelinersales.com25 Pipeliner CRM Benefits
  2. 2. keybenefitFully Visualized and InteractiveSales PipelineA sales application designed from the ground up to providenew ways to quickly and intuitively guide you through theprocess of closing deals more effectively. We made it moreinteractive, visual, safe and easy to use.Arrange sales opportunities by closing date or valueGroup sales opportunities by owner or sales teamFilter opportunities by product or rankingEasily drag & drop opportunities along the sales process25 UNIQUE PIPELINER BENEFITS3Pipelinedrag & dropthe opportunity
  3. 3. keybenefitSales-Based Navigation MenuAll menus are perfectly arranged at a glance on the Pipelinermain navigation bar. Click to see the functions.Have always the most important features at your fingertipSwitch between all features by pushing the button25 UNIQUE PIPELINER BENEFITS4Pipelinereach allthe sales tools you need
  4. 4. keybenefitTeam Lead ManagementGather leads from any other system into the specific andunique Pipeliner feature Team Lead Management where allyour leads are stored and ready to be assigned to your salesreps by using an easy drag-and-drop system.Assign lead from the team lead poolFilter leads by owner or elapsed time in the team lead poolRelease lead back to the team lead pool25 UNIQUE PIPELINER BENEFITS5Pipelinemanage your leadsin lead pool
  5. 5. keybenefitIntuitive Drag & Drop Leadsto Opportunity QualificationQualifying the leads into real opportunities has never beeneasier. Just use the drag & drop functionality to do this.Drag qualified leads into the sales pipelineSend disqualified leads into the sales pipeline archiveReassign leads to your sales team members25 UNIQUE PIPELINER BENEFITS6Pipelinequalify lead from lead list
  6. 6. keybenefitFull-Blown AccountManagementQualify and classify your accounts according to your prefer-ences. Get all useful information about opened opportunities,activities, notes, documents etc. related to the account withjust one mouse click.Classify your accountsCreate your custom list of accounts typeManage all opportunities related to a particular AccountCreate buying cycle charts of your accounts25 UNIQUE PIPELINER BENEFITS7Pipelinetrack your customer relationship
  7. 7. keybenefitBuying Center VisualizationCreate a visual buying center chart of an account and definethe relationships between all members. When it comes tocomplex or high volume sales processes, this is the tool towork with!Visualize the internal relationships of an accountyou work withFind and define decision makers within the organizationWrite down all the competences of the peoplewithin the account25 UNIQUE PIPELINER BENEFITS8Pipelinecreate account’s hierarchy
  8. 8. keybenefitActivities Linked to Leads,Opportunities, Accountsand ContactsCollaborate on your opportunities within your sales team bysharing or assigning tasks, scheduling meetings or posting aninternal message. The new feed function allows you to havea chat like conversation related to all the informationin your database.Manage and share activitiesSchedule appointments and invite your team membersto joinPost messages and share them with your sales team25 UNIQUE PIPELINER BENEFITS9Pipelinemanage your tasks and appointments
  9. 9. keybenefitTimeline ViewGet an instant overview of your opportunities and All relatedinformation in a dynamic timeline view.Table based management of the opportunitiesFilter opportunities by product or ownerSort opportunities by value or closing dateManage opportunities in the timeline view25 UNIQUE PIPELINER BENEFITS10Pipelinedrag the timeline
  10. 10. keybenefitOut-Of-The-Box Sales OptimizedDashboard Graphs withOn-The-Fly ComparisonA management dashboard, which is also accessible directlyfrom MS Outlook, provides valuable sales performanceinsights in real-time. It helps sales people to stay focused onachieving their goals and gives transparency and control tothe management.Explore the sales pipeline chartCreate account or opportunity based chartsChoose from a set of more than 20 different chart typesto measure your performance25 UNIQUE PIPELINER BENEFITS11Pipelineenlarge to see more details
  11. 11. keybenefitOut-Of-The-Box Sales OptimizedManagement ReportsManagement reports once more make Pipeliner an excellentsales application. Reports that deliver accurate sales forecastson which you can immediately act.Create reports by sales rep or productFilter any data shown in reportsExport reports into ExcelPrint reports into PDF25 UNIQUE PIPELINER BENEFITS12Pipelinefilter records
  12. 12. keybenefitHit-Rate ManagerCreate activity-based sales management performancereports. All activities are measured and compared withina specific time frame.Define your own sales activitiesTrack the activities made by your sales teamCreate activity-based reports by owner or sales teamSave activity-based reports to PDF files25 UNIQUE PIPELINER BENEFITS13Pipelineprint report into PDF
  13. 13. keybenefitOut-Of-The-Box OpportunityHistory LogThis function logs all of the changes applied to your datain detail. The team manager can set a time frame and moni-tor what his sales team has been working on within that setperiod of time.Track each activity made on an opportunity, an account,a contact or a leadFilter any data shown in historySave opportunity history logs to PDF files25 UNIQUE PIPELINER BENEFITS14Pipelinetrack your history
  14. 14. keybenefitSales Pipeline ArchiveSales pipeline archive shows all closed opportunities,in the same visual manner to analyze in which sales stepsyou lose and why. You are also able to restore any lostopportunity back into the pipeline.Arrange opportunities by closing date or valueGroup opportunities by owner or sales teamFilter opportunities by product or ranking25 UNIQUE PIPELINER BENEFITS15Pipelinecount of your opportunitiesin sales step
  15. 15. keybenefitSales Dynamic TargetDynamic sales targets make Pipeliner an excellent salesapplication that delivers accurate sales forecasts you can im-mediately act upon. With one view on weighted,un-weighted and real target you can see the status quoof your sales performance. This allows you to analyzedifferent scenarios in order to focus your effortsto the most promising activities.Set your sales target for a specific periodGet an instant overview of your sales pipeline value25 UNIQUE PIPELINER BENEFITS16Settingssetyoursalesgoal
  16. 16. keybenefitInstant On-The-Fly Filteringof All Your DataPipeliner offers ad hoc filter that apply throughout you data.Once set you can save the settings and use it at any time byapplying the saved filter. But what makes this function reallyunique is that the same filter can be applied to all your data,no matter if you look at accounts, contacts, opportunities orreports.One set of filter criteria is used to filter all your dataFilter on custom fieldsApply the same filter to all views25 UNIQUE PIPELINER BENEFITS17Settingssearch for an opportunity
  17. 17. keybenefitSales Step DocumentsPipeliner allows you to store template documents thatapply to a specific sales step. These documents can be storeddirectly to the corresponding sales step as so called sales stepdocuments. Once you need to create a specific document, youwill find the correct template at the top of the sales step.The individual document you’ve just created can then bedirectly attached to the opportunityYou can attach documents also to leads, accountsand contactsUsing the MS Outlook Integration you can upload youremail´s content including attachments to Leads,Opportunities, Accounts and Contacts25 UNIQUE PIPELINER BENEFITS18Settingsfollow your sales methodology
  18. 18. keybenefitNotes ManagementPin general or individual notes – as you like – to stay alwayson top of information. General notes are related to generalpipeline issues; while individual notes are customizedto selected opportunities and leads.Write and pin notes related to the opportunityor leadCreate and pin general notesDrag & drop notes all along your pipeliner screento the spot you like25 UNIQUE PIPELINER BENEFITS19Settingspin any note you need
  19. 19. keybenefitSharePoint IntegrationAccess your Microsoft SharePoint library directly fromPipeliner. It makes administration, organization andcollaboration on your documents easy and intuitive.Integrate your Office 365 librariesLink any of your documents from SharePointto your Pipeliner dataUpdate SharePoint document via Pipeliner usingthe Microsoft Office integration to edit files directlyin Word, Excel or PowerPoint25 UNIQUE PIPELINER BENEFITS20Settingslink your documents from SharePoint
  20. 20. keybenefitTemplate DesignerWith the Pipeliner template designer, we are giving you thefreedom of choice. Customize Pipeliner exactly to your needsby adding any type of data to your Pipeliner forms in order totrack Pipeline milestones, gather strategic sales data and keyperformance measures. Ensure that you and your team speakthe same language, when it comes to communicating yoursales process.Bring your custom fields into PipelinerRename or replace fields you do not useEndis mos repersp erorentur aceaRearrange fields within the Pipeliner data formsof Opportunities, Leads, Accounts and Contacts25 UNIQUE PIPELINER BENEFITS21Customizationcustomize Pipeliner forms & fields
  21. 21. keybenefitAdvanced Product ClustersProducts and services can be set-up directly in the customerportal. Each product or service can be directly assignedto an opportunity. Using the filter functionality describedin key benefit No. 15 you are for example able to select allopportunities that relate to a specific product and affects alsothe management reports precise reporting on all levels.Products or services can be structured hierarchically.Create your own product hierarchyFilter the opportunities by productsRun product based reports and export them into excel25 UNIQUE PIPELINER BENEFITS22Customizationassign the opportunity to the product
  22. 22. keybenefitUser Role ManagementWith Pipeliner, you can create and de ne your customizedpermission rights for every account, user, opportunity or anydimension you need.Create, define and maintain all Pipeliner permission rightsSet security roles for all Pipeliner usersApply access rights for all features and fieldswithin Pipeliner25 UNIQUE PIPELINER BENEFITS23Customizationdefine role-based permissions
  23. 23. keybenefitMultiple PipelinesYou can use Pipeliner as a multitenant system by creatingmultiple pipelines that you are able to access with the sameuser id. Switching between these pipelines is easy andprovides all the information you need, even if you areresponsible for more than one sales organization.Open and work on more than one team pipelineSet the security rights differently for everyteam pipeline25 UNIQUE PIPELINER BENEFITS24Customizationswitch your pipeline
  24. 24. keybenefitMobile SolutionsNow you can take account/contact-, lead- and opportunitymanagement on the road. Create, view and edit key customerand prospect information, take notes, schedule meetings,complete activities, update opportunities and more,wherever you go.25 UNIQUE PIPELINER BENEFITS25Integrationone tap is all it takes tosynchronize your devices
  25. 25. keybenefitSales Oriented Integrationto OutlookEmpower your sales performance using the free of charge MSOutlook add-in. Synchronize your contacts, meetings, tasks,create leads or transfer email attachments to Pipeliner byusing the MS Outlook integration. Attaching emails to Pipelin-er data helps you to keep relevant customer communicationorganized. All members of your sales team are, based onaccess rights, able to view this information.Synchronize your contacts between MS Outlookand PipelinerCreate leads directly in MS Outlook out of an inquiry e-mailfrom one of your customers or prospectsSave e-mail communication or documentsas an attachment to Pipeliner data25 UNIQUE PIPELINER BENEFITS26Integrationsync your Outlook with Pipeliner
  26. 26. keybenefitOut-Of-The-Box Offline & SyncCapabilitiesBeing an enterprise level CRM solution, Pipeliner is out of thebox capable of working offline. The synchronization as partof the unique Pipeliner system architecture is a key featurethat enables you to work offline, without any restrictions.Pipeliner combines the speed and the reliability of a stan-dalone application with the security, low cost of deploymentand accessibility of a sales application hosted in the Cloud.Work on your sales targets anywhere and anytimeSynchronize your data with your team members25 UNIQUE PIPELINER BENEFITS27Integrationsync your data into the cloud

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