Used Sales Pipeline Management Lite for Windows?


Editors’ Review

Download.com staff
This Excel-based tool helps sales and project managers track sales prospects. It organizes leads, assigns sales tasks, and monitors progress with customizable pipeline stages.
  • Pros

    • Organizes leads and assignments within a single spreadsheet.
    • Monitors pipeline progress per employee.
    • Supports up to 10 customized pipeline stages.
    • Includes summary and charts for analysis.
    • Helps timely client follow-up to prevent lost opportunities.
  • Cons

    • Relies on MS Excel functionality.
    • Requires manual data entry and management.
    • Limited to spreadsheet-based tracking.
    • No mention of integration with other CRM systems.

Used Sales Pipeline Management Lite for Windows?


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Full Specifications

GENERAL
Release
Latest update
Version
2.4
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows Vista
  • Windows 7
  • Windows 10
  • Windows XP
  • Windows 8
Additional Requirements
None
POPULARITY
Total Downloads
222
Downloads Last Week
2

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Last Updated


Developer’s Description

Manage and track your company sales in MS Excel.
Sales Pipeline Management is a pipeline tracker tool to help any Sales or Project Manager to track the progress of their sales prospects within a single Excel spreadsheet. It is equipped with formulas that will help you organizing all of them easily.

This tool is created with 3 basic steps on organizing and monitoring company's sales1. RECEIVE inquiries/leadsOrganizing all receiving inquiries/leads in one worksheet. All receiving inquiries will be treated as prospects or the initial stage of sales pipeline.2. ASSIGN sales to processOrganizing all sales assignment in one worksheet. You must select a right sales person to handle a prospected client.3. MONITOR the progressMonitoring all pipeline progress, one employee - one worksheet. You can see and analyze your sales every day and when it seems you are going to lose a client, you can take a decision right away, either you assign other sales or you handle it by yourself. There are maximum 10 customized pipeline stages you can define.

This tool should help you follow your clients up in timely manner which should prevent your company lost their project opportunities. And with its summary and chart, you can analyze your failed projects and improve your sales approach for next opportunities.


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