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The Many Views of Pipeliner CRM
Blog / All About CRM / Aug 3, 2016 / Posted by Nikolaus Kimla / 2568 

The Many Views of Pipeliner CRM

We discovered long ago that when it comes to CRM, it really matters how data is viewed. That is why Pipeliner CRM has, from the beginning, been developed to be the most visual CRM on the market. It is instant intelligence, visualized.

But no 2 companies are alike–and neither is no 2 salespeople or sales managers alike. That is why we offer a multitude of views of your CRM data.

Filter Views

Pipeliner offers you many ways to visualize and instantly filter data so that you can have the precise view you need. Filter options allow you to filter and view tasks based on any field. Views that will be regularly used can be saved.

Pipeline View

Pipeliner’s Pipeline View is a graphical representation of your sales process. From left to right, opportunities are shown within the sales process stages in which they currently reside. You can hover over them or click on them for further detail.

The Pipeline View also applies to Pipeliner CRM’s unique Archive, where lost deals are stored complete with all data.

Bubble Chart View

Another very useful view of opportunities is our Bubble Chart View. This view is a 3D map of opportunities which include 3 crucial dimensions: the sales process stage in which the deal resides, the estimated close date and the deal size.

Compact View

With Pipeliner’s Compact View 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).

Compact View can be applied to opportunities, leads, accounts, contacts, and opportunities within the archive.

Card View

Pipeliner’s Card View is the large, detailed view of a lead, account, or contact, showing all relevant data.

List View

With our list view, you can see your leads, opportunities, accounts, contacts or opportunities with the archive in a column/row format, totally customizable for your particular needs.

If you haven’t done so, experience Pipeliner CRM’s many views for yourself.  Get your free trial of Pipeliner CRM now.

About Author

A 30-year veteran of the computer industry, Nikolaus has founded and run several software companies. He and his company uptime iTechnology are the developers of World-Check, a risk intelligence platform eventually sold to Thomson Reuters for $520 million. He is currently the founder and CEO of Pipeliner Sales, Inc., developer and publisher of Pipeliner CRM, the first CRM application aimed squarely at actually empowering salespeople. Also a prolific writer, Nikolaus has authored over 100 ebooks, articles and white papers addressing the subjects of sales management, leadership and sales itself.

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