Our customer service will work proactively to implement Pipeliner for your organization. Receive training so that you can get the system up and running quickly and efficiently. We are invested in your success which means our team will be available when a problem arises. We will also work with you to establish goals and proactively engage with you to ensure your milestones are met.
Email Integrations: Over the years, many millions of salespeople have become used to working in MS Outlook or Gmail. When you get a new, fantastic tool like Pipeliner CRM, it's only natural to want to continue working in your email platform, while taking advantage of Pipeliner's Instant Intelligence, Visualized.
Pipeliner CRM Navigator: Pipeliner has moved well beyond the concept of a standard CRM dashboard to far more targeted and innovative ways of delivering instant intelligence to the user. Includes 5 basic powerful components, all in a single view: Activity stream, target overview, notifications, suggestions, business overview.
Manage and track your own Sales Process: From the very beginning, Pipeliner was designed for the precise purpose of being customizable to a company's sales process. Within minutes, Pipeliner is instantly adaptable to a company's specific sales process stages. If a sales process changes down the line (which often happens with a dynamic sales process) it can be immediately updated.
Advanced Reporting: In addition to all the powerful Pipeliner reporting features that users have come to count on, we have now added a whole new dimension: Advanced Reporting. This feature allows you to you combine any record type (opportunities, leads, accounts, contacts, products, feeds, notes, activities) or report type (standard or pivot) into one single report, using our new Report Builder.
Pipeliner Performance: Insights you can instantly see how sales is performing using using 5 Key Performance Indicators: Deal Created, Deals Converted, Lost Deals, Value of Won Deals, and Value of Lost Deals. You can even see your own results and see how well you are performing. It's easy to compare the performance of your salespeople--simply select the KPIs that you are interested in, and turn on the graph view for the individuals or sales units you want to compare.