As anyone in a sales position knows, a CRM solution is only as good as the data that can be extracted from it and used to control and manage sales. This is especially true in today’s hectic, lightning fast, highly competitive sales environment. One of the crucial ways in which CRM data is expressed is through reports.
Pipeliner already offers a robust array of reporting features, including 1-click reporting, forecast reports, 24 popular pre-formatted management reports, and the sales KPI dashboard. With our latest release, Pipeliner CRM Chronology, 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.
Advanced Reporting utilizes another brand-new feature, Report Builder, a visual report editor. The Report Builder screen lets you work with opportunities, accounts, leads and contacts, and define their relations. You can also work with report fields, and define custom filters for each report type.
As always, with this new release we have brought much more sales-empowering functionality in addition to Advanced Reporting.
Enhanced Opportunity Management
To Pipeliner’s totally visual opportunity management, we have now added a label feature–you can now label opportunities so that priorities are instantly viewed:
Focus–this is a top priority lead or opportunity that should be worked right away
Hot–this is a hot lead or opportunity that should be worked as buyer is very active
Stalled–The opportunity is stuck from the buyer point of view.
Enhanced Sales Task Management
With the release of Pipeliner CRM Chronology, you can invite other users as well as contacts to appointments, and can track an email as an activity. You can also set a default due date for tasks, if it is helpful.
Pipeliner CRM Mobile Enhancements
We know that CRM must serve salespeople wherever they are–and salespeople are often far away from their desks and offices. We have made Pipeliner Mobile CRM even more empowering for salespeople on the go. Pipeliner’s most important features are all available as part of the mobile version. Additionally:
- Pipeliner’s powerful Pipeline View feature is now part of Mobile CRM, along with its new labeling feature.
- Our KPI Dashboard feature has now been fully integrated with Mobile CRM.
Find out what Pipeliner CRM can do for you, your sales team and your company! Try a free trial today.