46 Benefits of Pipeliner CRM

Benefits of Pipeliner CRMCONTINUITY

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Benefits of Pipeliner CRM Continuity

Pipeliner was originally designed as a tool for sales empowerment. With its newest release Pipeliner meets the highest requirements for conteporary CRM solutions.

The oldest and still most urgent CRM issue that companies have to face is low user acceptance, which results in poor data quality. This can lead to strategies that put a business at serious risk. Pipeliner is a revolutionary CRM System that focuses on sales management and is designed to truly support and empower sales representatives in their day-to-day job. That is why they love to work with it and that is why we solved this industry problem.

Pipeliner offers the capability to implement your own standardized sales process and sales meth-odology. Each user works on their personal visual Pipeline and has a clear understanding of his performance, potential deals and next steps to be taken. Every single Pipeline is connected to a central database that allows users to share Accounts, Contacts, deals, documents, Activities and Reports throughout the organization. Pipeliner offers a powerful permission-based system to share content within teams and offers great scalability.

If your company is an international or national organization, Pipeliner is the perfect answer to requirements such as company-wide reporting with a single click, regional and international fore-casting, easy to use Dashboards and analytics.

Equally important are the collaboration features that allow working together as a team on mutual projects or sales.

46 Benefits of Pipeliner CRM Continuity

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Benefits OverviewPIPELINE1. Fully Visualized and Interactive Sales Pipeline 42. Sales Pipeline Velocity 53. Bubble Chart View 64. Target Multiple KPIs 75. Navigator 86. Team Lead Management 97. Drag and Drop Leads to Opportunity Qualification 108. Full-Blown Account Management 119. Auto Profiling 1210. Smart Org Chart 1311. Merge Accounts and Contacts 1412. Geolocation 1513. Calling over Mobile 1614. Social Media CRM 1715. Sales Activities 1816. Automatic Tasks Scheduling for Sales Pipeline Steps 1917. Buyer’s Actions 2018. Buying Center Visualization 2119. Enhanced Link Activities to Leads, Opportunities, Accounts & Contacts 2220. New Appointment Planner 2321. New Recurring Tasks 2422.Tasks Board 2523.Dashboard Graphs with On-The-Fly Comparison 2624.Management Reports 2725.Forecast Reports 28

26.Sales Performance Insights 2927. Instant Reporting 3028.Hit-Rate Manager 3129.History Audit 3230.Sales Pipeline Archive 33

SETTINGS31. Sales Dynamic Target 3432.Profiles 3533.Views 3634.Sales Step Documents 3735.Notes Management 3836. Improved Document Management 3937.CRM Apps Marketplace 40

CUSTOMIZATION38.Easy Customization 4139. Enhanced Advanced Product Clusters 4240.User Role Management 4341. Multiple Pipelines 4442.Website Services 4543. New Intelligent Fields 46

INTEGRATION44. Enhanced Mobile Solutions 4745. New Sales-Oriented Integration to Outlook 4846.Offline and Sync Capabilities 49






PIPELINE

Fully Visualized and Interactive Sales Pipeline

Pipeliner is a sales application designed from the ground up to provide new ways to quickly and intuitively guide you through the process of closing deals more effectively. We made it more interactive, visual, safe and easy to use.

¤ Arrange sales Opportunities by closing date or value.

¤ Group sales Opportunities by owner or sales team.

¤ Filter Opportunities by product, ranking, value or other factors.

¤ Easily drag & drop Opportunities along the sales process.



Drag and drop the Opportunity

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PIPELINE

Sales Pipeline Velocity

With Pipeliner, you can now track the number of days an Opportunity has remained in any given sales step.

¤ Monitor the age of your Opportunities.

¤ Effectively reduce your Sales Cycle.

¤ Maintain the quality of your Pipeline.



Set the warning notifications

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PIPELINE

Bubble Chart View

The bubble chart view gives you a completely new way of managing your sales opportuni-ties. It’s not a static but a dynamic view that combines the three main dimensions of a sales opportunity (sales step position, value and clos-ing date).

¤ Visually see which step your Sales Opportunity is in within your Sales Pipeline.

¤ Visually see how far away your Opportunity close date is.

¤ The size of the bubble indicates the size of the Opportunity.



Drag and drop the opportunity to change closing date

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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. Pipeliner CRM enables you to configure the tar-get calculation according to your business.

¤ Use default target calculation based on the opportunity value.

¤ Utilize any numeric based field in the target.

¤ Compare your current target with any previous time period.

PIPELINE

Target Multiple KPIs



Target the business numbers you need

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Unlike traditional CRM, Pipeliner has moved well beyond the concept of a standard dashboard to more targeted and innovative ways of deliver-ing instant intelligence to the user. Intelligence that helps the user cut out the noise, easily navi-gate 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!

PIPELINE

Navigator



Focus in real-time on what’s most important!

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Gather Leads from any other system into the specific and unique Pipeliner feature Team Lead Management is where all your leads are stored, and ready to be assigned to your sales reps using an easy drag-and-drop system.

¤ Assign Lead from the team Lead pool.

¤ Filter Leads by owner or elapsed time in the team Lead pool.

¤ Release Lead back to the team Lead pool.

PIPELINE

Team Lead Management



Manage your Leads in Lead pool

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Qualifying Leads into real Opportunities has never been easier. Just use our drag and drop functionality.

¤ Drag qualified Leads into the sales Pipeline.

¤ Send disqualified Leads into the sales Archive.

¤ Reassign Leads to your team members.

PIPELINE

Drag and Drop Leads to Opportunity Qualification



Qualify Lead from Lead list

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Qualify and classify your Accounts according to your preferences. Get all useful information about opened Opportunities, Activities, Notes, Documents etc. related to the Account with just one mouse click.

¤ Classify your Accounts.

¤ Create your custom list of Accounts type.

¤ Manage all Opportunities related to a particular Account.

¤ Create Org Charts of your Accounts.

PIPELINE

Full-Blown Account Management



Track your customer relationship

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When you enter an email address for any Contact or URL address for any Account, Pipeliner auto-matically fills in the Contact or Account Record with publicly available information like: avatar, address, title, social media accounts, and more, saving you time and effort.

¤ Auto-fill Accounts/Contacts with Avatars.

¤ Auto-fill Accounts/Contacts with Addresses.

¤ Auto-fill Accounts/Contacts with Social Media Channels.

PIPELINE

Auto Profiling



Auto-profile your data!

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All of your Accounts and Contacts are fully mapped in our new feature—The Smart Org Chart. You decide who and what to “pin” from the Org Chart to the Buying Center (another valuable view of your buyer’s hierarchy for any Opportunity). Remember, you can pin “one to many with any”—and set a Primary Contact— a uniquely powerful capability. Imagine—you are now visually orienting your sales process— from creation through close.

¤ Build an Org Chart.

¤ Build an Accounts Hierarchy.

¤ Easily print Org Chart views.

¤ Link important people.

¤ Link accounts via custom accounts relation types.

PIPELINE

Smart Org Chart



The Smart Org Chart Maps Accounts and Contacts Automatically

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It can often be discovered that 2 Pipeliner accounts or contacts, while they contain dif-ferent data, actually belong in 1. A new feature of Pipeliner Collection allows you to merge 2 contacts or accounts into a single contact or account.

¤ Merge two contacts into a single contact.

¤ Merge two accounts into a single account.

PIPELINE

Merge Accounts and Contacts



Easily merge two contacts or accounts!

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We know that sales isn't all about sitting at your desk. You need to get out there—meet people, make site visits, conduct presentations and demonstrations.

When you go to visit a client or prospect, you will of course need to know how to get there. So that you don't have to go outside Pipeliner, we've developed our Geolocation feature for both the mobile and desktop versions of Pipeliner CRM.

¤ View contacts and accounts on the interactive map.

¤ See contacts and accounts using Pipeliner CRM for iOS and Android mobile devices.

¤ Define the map inside the account or contact form.

PIPELINE

Geolocation



View contacts and accounts on the map!12




With this feature, you will be able to initiate calling from the desktop over Mobile. In order to use this feature, you need to use the native Pipeliner CRM mobile app for iOS and Android. This feature is a massive time saver when work-ing with your data on your desktop.

¤ Connect your mobile device with Pipeliner desktop.

¤ Initiate call from desktop, call on your mobile.

¤ Setup notifications preferences on your mobile.

PIPELINE

Calling over Mobile



Initiate calling from the desktop over Mobile.

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Acknowledging the ongoing importance of social media to the selling process, we’ve blended social features into sales workflow. In Phase 1, we’ve connected Pipeliner CRM with Twitter, Facebook, and Google+. You can see and interact with your Contacts and Accounts in social environments.

¤ Twitter: Search, Follow, Retweet, Favorite.

¤ Facebook: Search, Friend and Like, view posts.

¤ Google+: Search, view profile, add to Circles, comment, share, and +1.

PIPELINE

Social Media CRM



Interact with your Contacts over social media

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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.

¤ Relate simple checkbox, Field or any Activity.

¤ Auto-check the sales Activity.

¤ Motivate your users!

PIPELINE

Sales Activities



Check as done!

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In addition to the standard sales activities you can build for each sales step in our sales pipe-line, you can auto-schedule them for each sales rep. Based on the stage the opportunity cur-rently occupies, tasks will be auto-scheduled when the sales rep moves the opportunity to the next stage.

¤ Define custom Sales Step related tasks.

¤ Auto-schedule tasks for each sales step in the Pipeline.

¤ Modify tasks when moving an opportunity in the pipeline.

PIPELINE

Automatic Tasks Scheduling for Sales Pipeline Steps



Auto-schedule tasks when moving the opportunity

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Assign Opportunity Fields 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.

¤ Assign Fields to a particular Sales Step.

¤ Make sales Actions required per step.

¤ Better qualify Opportunities in the Pipeline.

PIPELINE

Buyer’s Actions



Enter the value when needed!

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Create a visual Buying Center chart of an Opportunity or Lead and define the relation-ships between all members. When it comes to complex or high volume sales processes, this is the tool to work with!

¤ Visualize the internal relationships of Contacts related to the Opportunity.

¤ Find and define decision makers within the organization.

¤ Track all the sales roles of the people within the Account.

PIPELINE

Buying Center Visualization



Who are the Gatekeepers?

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Collaborate on your Opportunities within your sales team by sharing or assigning Tasks, sched-uling meetings or posting an internal message. The Feed function allows you to have a chat-like conversation related to all the information in your database.

¤ Manage and share Activities.

¤ Schedule appointments and invite your team members to join.

¤ Post messages and share them with your sales team.

¤ Link a single activity to multiple records.

PIPELINE

Enhanced Link Activities to Leads, Opportunities, Accounts & Contacts



Manage your Tasks and appointments

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The appointment planner is a tool that is direct-ly integrated to Pipeliner CRM desktop appli-cation. The appointment planner tool enables you to find the best time across time zones when scheduling appointments with your prospects or customers.

¤ Drag the start/end date to the time you prefer.

¤ Immediately see how your local time converts to the different time zone.

PIPELINE

New Appointment Planner



Find the best time across all time zones

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Recurring tasks are directly related to the due date of the tasks themselves. When you com-plete a recurring task, the entry will roll to the next date you've selected. When creating re-curring tasks, the time expression has two main parts: Recurring Pattern and Duration.

¤ Set Recurring Task to create Monday status report that is due each week.

¤ Set Recurring Task to review customer satisfaction of our product each 17th of each second month.

PIPELINE

New Recurring Tasks



Easily create recurring tasks

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Organizing Tasks is always a chore… At least it was ‘til now. By visually organizing all Tasks on a board, status is viewed effortlessly, and focus comes easily.

¤ Tasks organized per their status.

¤ Drag and drop Tasks.

¤ Easily change the Task card view.

PIPELINE

Tasks Board



Drag and drop to change the status

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A management Dashboard, which is also accessible directly from MS Outlook, pro-vides valuable sales performance insights in real time. It helps sales people to stay focused on achieving their goals and gives transparency and control to management.

¤ Explore the sales Pipeline chart.

¤ Create Account or Opportunity based charts.

¤ Choose from a set of more than 24 different chart types to measure your performance.

PIPELINE

Dashboard Graphs with On-The-Fly Comparison



Enlarge to see more details

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Management Reports once more make Pipeliner an excellent sales application. Reports deliver accurate sales forecasts on which you can im-mediately act.

¤ Create standard or pivot Reports.

¤ Filter any data shown in the Reports.

¤ Export Reports into Excel.

¤ Print Reports into PDF.

¤ Share Reports with your team.

PIPELINE

Management Reports



Filter Records

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This report allows a sales manager to set fore-casts for each member of a sales team, and track forecast performance through a sales period for each forecast set.

¤ Set forecasts for team members.

¤ Track progress of team members against their individual forecast.

¤ Share forecast reports with your team members.

PIPELINE

Forecast Reports



Set Team Member Forecasts!

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PIPELINE

Sales Performance InsightsChange sales management forever! Pipeliner Sales Performance Insights reveal the keys to success hiding in plain sight! Pipeliner CRM visually displays sales performance of each of your sales team members.

¤ Instantly view how territories are performing.

¤ Visually compare salespeople’s performance.

¤ Graph views measure and display performance over time.



Create that competitive, winning mentality!

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Pipeliner does the heavy lifting for you when it comes to Management Reports. Now, in addi-tion to the pre-filled Reports Dashboard, we’ve added a New Report button to other views throughout the application.

¤ Reports can be Starred and Saved for consistent use.

¤ Create Management Report on closed deals for the current month.

¤ Create Management Report on the Activities of the sales rep you’re reviewing.

PIPELINE

Instant Reporting



Rich Reports - One Click Away

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Create Activity-based sales management perfor-mance Reports. All Activities are measured and compared within a specific time frame.

¤ Define your own sales Activities.

¤ Track the Activities made by your sales team.

¤ Create Activity-based Reports by owner or sales team.

¤ Save Activity-based Reports to PDF files.

PIPELINE

Hit-Rate Manager



Print Report into PDF

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This function logs all of the changes applied to your data in detail. The team manager can set a time frame and monitor what their sales team has been working on within that set period of time.

¤ Track each Activity made for on an Oppor-tunity, an Account, a Contact or a Lead.

¤ Filter any data shown in history.

¤ Save Opportunity history logs to PDF files.

PIPELINE

History Audit



Track your history

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The Pipeliner Archive shows all closed and lost Opportunities, so you have full data about lost Opportunities including why they were lost.

¤ Arrange Opportunities by closing date or value.

¤ Group Opportunities by owner or sales team.

¤ Filter Opportunities by product or ranking.

PIPELINE

Sales Pipeline Archive



Count of your Opportunities in sales step

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Dynamic sales Targets make Pipeliner an excel-lent sales application that delivers accurate sales forecasts you can immediately act upon. With one view on weighted, un-weighted, balanced, ranked and real Target you can see the status quo of your sales performance. This allows you to analyze different scenarios 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.

SETTINGS

Sales Dynamic Target



Set your sales goal

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Pipeliner offers you many ways to visualize and instantly Filter data so that you can have the precise View you need. But beyond that, Pipeliner allows you to save Views that you know you’re going to regularly use—with our Profiles Feature.

¤ Save your view, target or filter results under profiles.

¤ Create and customize profiles as you need.

¤ Share profiles with your team.

SETTINGS

Profiles



Save and share profiles with your team

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Pipeliner Phaenomena brought a feature called Compact View. With this feature you can, at a glance, view the last time a prospect was touched, the sales opportunities that involve them, and activity from their running feed (latest internal messages, social CRM updates or emails)

The Compact View has now been expanded to be applied to leads, opportunities, and opportu-nities within the Archive.

¤ Use many useful views on the records.

¤ Use specific views unique for Pipeliner.

¤ Pipeliner remembers your views.

SETTINGS

Views



Choose the view that fits you the best!

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Pipeliner allows you to store documents that apply to a specific Sales Step. These documents can be connected to and always available from their corresponding Sales Step.

¤ The individual document you’ve just created can then be directly attached to the Opportunity.

¤ You can attach documents also to Leads, Accounts and Contacts.

¤ Using the MS Outlook Integration you can upload your email´s content including attachments to Leads, Opportunities, Accounts and Contacts.

SETTINGS

Sales Step Documents



Follow your sales methodology

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A CRM solution can have all the functionality in the world—yet there will still be times a sales-person or other CRM user will need to make specific notes about a conversation, an account, an opportunity or a contact.

Write and pin Notes related to the…

¤ Opportunity

¤ Lead

¤ Account

¤ Contact

SETTINGS

Notes Management



Pin any Note you need

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It’s important to collaborate on your sales doc-uments within your sales team. This set of new CRM tools for sales in Pipeliner lets you collab-orate with your team and document your sales best practices to drive your sales effort.

¤ MS SharePoint Integration

¤ Dropbox App

¤ Google Drive App

¤ MS Office Integration

SETTINGS

Improved Document Management



Manage your attachment settings

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Integrate your favorite sales tools and Mobile CRM Apps. Connect the productivity applica-tions you already use or extend the Pipeliner Customer Relationship Management Software with Mobile & iPad CRM Apps your business can benefit from.

¤ Productivity CRM Apps

¤ Marketing Tools

¤ Other Great Tools You Already Use

SETTINGS

CRM Apps Marketplace



Connect your favorite tool

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With the Pipeliner template designer, we are giving you the freedom of choice. Customize Pipeliner exactly to your needs by adding any type of data to your Pipeliner forms in order to track Pipeline milestones, gather strategic sales data and key performance measures. Ensure that you and your team speak the same lan-guage, when it comes to communicating your sales process.

¤ Bring your custom fields into Pipeliner.

¤ Rename or replace fields you do not use.

¤ Add useful field descriptions to each field for your users.

¤ Rearrange fields within the Pipeliner data forms of Opportunities, Leads, Accounts and Contacts.

CUSTOMIZATION

Easy Customization



Customize and make Pipeliner CRM your own

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Products and services can be set up directly in the customer portal. Each product or service can be directly assigned to an Opportunity. Using the Filter functionality, for example, you can select all Opportunities relating to a specif-ic product. Management Reports get more and more precise. Products or services can be struc-tured hierarchically.

¤ Create your own product hierarchy.

¤ Filter the Opportunities by products.

¤ Run product-based Reports and export them into Excel.

¤ Assign products to a dedicated pipeline.

¤ Assign products values in the multiple currencies.

CUSTOMIZATION

Enhanced Advanced Product Clusters



Assign the Opportunity to the product

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With Pipeliner, you can create and define your customized permission rights for every Account, User, Opportunity or any dimension you need.

¤ Create, define, and maintain all Pipeliner permission rights.

¤ Set security Roles for all Pipeliner Users.

¤ Apply access rights for all features and Fields within Pipeliner.

CUSTOMIZATION

User Role Management



Define role-based permissions

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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 pipe views – using the same shared database!

¤ Consolidated, connected teams.

¤ Opportunity to look smart and organized.

¤ Unified process management.

CUSTOMIZATION

Multiple Pipelines



Multiple Pipes: The Sales Organization, Revealed

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You can connect any webpage (or photo, video, or data list) from an external website to a Contact, Account, or Opportunity Record. Add your favorite sites—e.g., maps, search engines, financial sites—and have immediate access to information you need from within your Pipeliner CRM screen. For instance:

¤ Display industry intelligence information (e.g. D&B, BBB, Crunchbase, etc).

¤ View Mapquest directions or Yahoo! Maps for customer location.

¤ View online shipping/billing information (e.g. UPS tracking).

CUSTOMIZATION

Website Services



Bring web data into Pipeliner

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An Intelligent Field is a field which displays data in a read-only fashion, data which has been automatically calculated using other data obtained elsewhere. Pipeliner CRM has currently 5 different types of Intelligent Fields, and new ones are added on an average of every other release.

¤ Calculated Fields

¤ Calculated Validations within Fields

¤ Web Resource Fields

¤ Dynamic depending Dropdown Fields

¤ Auto Numbering Fields

CUSTOMIZATION

New Intelligent Fields



Pipeliner automizes your customization

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Now you can take Account/Contact, Lead, and Opportunity management on the road. Create, view and edit key customer and prospect infor-mation, take Notes, schedule Meetings, com-plete Activities, update Opportunities and more, wherever you go.

INTEGRATION

Enhanced Mobile Solutions



One tap is all it takes to synchronize your devices

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Empower your sales performance using the free MS Outlook Inbox App. Create Leads or trans-fer email attachments to Pipeliner by using the MS Outlook integration. Attaching emails to Pipeliner data helps you to keep relevant cus-tomer communication organized. All members of your sales team are, based on access rights, able to view this information.

¤ Get details of your Contacts between MS Outlook and Pipeliner.

¤ Create Leads directly in MS Outlook from from inquiry emails from your customers or prospects.

¤ Save email communication or documents as attachments to Pipeliner data.

INTEGRATION

New Sales-Oriented Integration to Outlook



Use Pipeliner within your Outlook

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Pipeliner is out of the box capable of working offline. Synchronization as part of the unique Pipeliner system architecture is a key feature that enables you to work offline, without any restrictions. Pipeliner combines the speed and the reliability of a standalone application with the security, low cost of deployment and accessi-bility of a sales application hosted in the Cloud.

¤ Work on your sales targets anywhere and anytime.

¤ Synchronize your data with your team members.

¤ Auto-update data on your screen.

¤ No more manual sync—instant synchronization.

INTEGRATION

Offline and Sync Capabilities



Sync your data into the cloud

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