Here is a snapshot of 5 features that make Pipeliner CRM totally unique as a CRM solution—and what makes it loved by salespeople and sales managers the world over.
#1: Full CRM—Online and Offline
Pipeliner CRM works both in the Cloud, and offline. It enables you to keep on top of business, even when you have no WiFi, such as on the road, in a plane, or insecurity restricted environments. Review your contracts, look up deal influencers, and write notes during a meeting—and always stay up to date even if offline. Once online, your data will upload and synchronize to our secure Amazon Web Services-enabled Cloud.
#2: Easy Customization
Within hours, you can quickly learn how to customize and make Pipeliner CRM your own. Customize your own forms for accounts, leads or opportunities. Create dropdowns, checkboxes, date fields, text fields, or currencies and auto-calculated fields.
Then just drag and drop these customized fields where you want. Make them required or not. Associate fields with sales process stage so reps need to fill in required data before moving an opportunity to the next stage. Create your own industry lists, task lists, lost reasons and the like—then track these fields in reports, or filter records using these fields.
#3: Complete Data Visualization
Pipeliner will visually show you much more than pipeline dashboards. Tasks contain visual due dates which can be changed simply by drag and drop. Bubble charts show you the value of opportunities by their bubble size and enable you to change due dates by drag and drop. Pipeliner Navigator shows you how you are tracking against your target and plainly shows you if you have enough opportunities to reach it. Navigator also highlights tasks with due dates and brings to your attention opportunities that need to move. It even suggests what to do next.
#4: Short Learning Curve
Thanks to Pipeliner’s simplicity and visual approach, you can learn it and onboard your team within days—rather than many weeks required by other less intuitive and less visual CRM products. Users can learn Pipeliner on their own, using our built-in context-sensitive help, or through an instructional webinar. This will save you time and money, and keep your salespeople focused on selling rather than learning a system.
#5: Real Business Insights, Right Out of the Box
Pipeliner enables you to set and filter what you see on each screen. You can then save these views as profiles, and easily retrieve them later. Set profiles for your reps and their opportunity values to see instantly if they have enough opportunities to meet forecast. Or filter only opportunities associated with existing customers, and coach your reps on how they can upsell these accounts. Create a report in 2 clicks in any view, or look over the Performance Insights feature to see how your team is doing, and compare the performance of each member over time.
Pipeliner CRM is instant intelligence, visualized! Get your free trial of Pipeliner CRM now.