Originally published under the Pipeliner CRM name. Pipeliner is now Coevera — same company, evolved identity.
All of Coevera’s features express sound business philosophy–and are designed to totally empower your sales force
Features and Functionality: Philosophy Meets the Real World
In our previous 2 ebooks, Theory Made Real and Reducing Risk, we demonstrated that Coevera is, in the real world, the sum total of sound philosophical business principles. Theory Made Real explored the 6 basic principles that form the foundation for Coevera, with examples of how they are expressed in the product. Reducing Risk laid out the Coevera Selling System, which follows the basic pattern of a sales process against the backdrop of the buyer’s journey, and how this, too, embodies the basic principles.
In this our third ebook in the series, we explore all the specific Coevera features—many of which are totally unique in the CRM market—and how each of these reflects the philosophy which inspired it.
Our goal with this book is to give the reader an understanding of the power Coevera can bring to a sales organization and business, and to provide a continuing overview of the principles on which any business is based.
Stage 1: Focus
The first stage of the Coevera Selling System, Focus, deals with:
- Focusing reps on deals that matter
- Honing in on specific aspects of the deals themselves
- Focusing the buyer in on your solution
Under the heading of Focus are the Coevera features contained in this chapter:
- Dynamic Contact Management
- Effective, Efficient Leads Management
- Pipeline View: Visual Key to Your Processes
- Your Instant, Visual Sales Timeline
- Archive: Understanding the Past is Key to Your Future
- Coevera Profiles: It’s Your View
- Template Designer: It Really Is Your CRM
- Coevera’s Built-In Help
Stage 2: Engage
The second stage of the Coevera Selling System, Engage, means reaching out and touching this prospect, getting involved with their particular company and issues, and accomplishing the actions necessary to move them to the next stage toward a sale.
Under the heading of Engage are the Coevera features contained in this chapter:
- Sales Activities—Your Path to Sales Success
- Social Selling Made Easy
- Tracking Sales Efficiency: Coevera Hit Rate Manager
- Online or Offline: Full CRM Functionality
- Notes Management and Integration
- Apps Integrations
- Coevera App Integrations
- Auto-Profiling: Saving Hours of Admin Work
- History Log: Tracking Changed Data in CRM
- Sales Reports: See More to Sell More
Stage 3: Convince
At the third stage of the Coevera Selling System, Convince, you are convincing the buyer—and all decision-makers and influencers at the company acting as evaluators—that purchasing your product or service is absolutely the right thing to do. It is at this stage that the sale is made.
Under the heading of Convince are the Coevera features contained in this chapter:
- The Coevera Task Board: A New Way to Work
- Dynamic Target: Constant Focus
- Smart Org Chart & Buying Center
- Filters: Zeroing In on Deals That Count
- Getting a Handle on Sales Velocity
- Sales Dashboards—Insights On Demand
- Customized Auto-Calculations
- Sales Document Management
- Microsoft Office Plug-In
Stage 4: Close and Cooperate
At the fourth stage of the Coevera Selling System, Close, your buyer has become a customer. Ultimately your aim is to move that customer into the next and final stage of the Coevera Selling System, Cooperate. At that point your customer has become an advocate—and is much more of a partner than a customer.
There are 2 final features that are particularly applicable to the Close and Cooperate stages of the Coevera Selling System:
- Multiple Pipelines
- Bulk Update Feature
Comments (2)
Omokafe Segun,
I have used a lot of CRM tools, This is one of the few I have seen that simplify all the major tasks , and put them in a software.
Managing Sales , forecasting, and predictions made easy.
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Omokafe Segun,
Perfectly done by a more than a salesman than a programmer, well done