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Pipeliner’s Powerful New Lead Management
Blog / Pipeliner CRM / Jun 6, 2022 / Posted by Nikolaus Kimla / 267

Pipeliner’s Powerful New Lead Management


With the features we have recently added to Pipeliner CRM, we have made possible collaboration through instant dynamic visualization. Prime among these is our new forecasting feature, which I believe is the most accurate forecasting system in the CRM market—accurate forecasting means a significant reduction in risk.

Before you forecast, however, you must gain positive control over opportunities. For this, we offer the world’s most visual opportunity management system, which then facilitates accurate forecasting.

What comes before opportunity management? Lead management—and this is the powerful new facility we’re now adding to Pipeliner CRM. With it, we’ve created a very efficient prospecting tool.

Lead Processes

Many CRM applications only have one lead stage within the sales process. We know, however, that in today’s complex commerce landscape lead qualifying doesn’t occur in just a single stage. There is a whole process behind qualifying a lead—and in fact, there is often more than one lead process, even when not expressed in CRM.

For that reason, our new Lead Management functionality allows an unlimited number of lead processes. You may have a process, for example, for leads from partners. Or, another for leads from distributors. You can have a process for leads into different product lines. And much more.

Just as with opportunities, Pipeliner CRM allows you to have, within any lead process, any number of process steps.

One aspect of our lead process functionality, which can be found in no other CRM, is the capability to move leads based on activity. In other words, the seller takes a particular action, the lead responds, and the lead moves ahead or back based on that response.

Additionally, Pipeliner’s Automatizer feature, integration combinations, and many other functions can be combined within lead processes.

Why is the availability of multiple processes and multiple steps for leads important? Because today it is difficult to turn a cold lead into a warm lead. There can be many steps involved, and different processes and process steps are required.

Lead Forms

Another aspect to our new Lead Management functionality is lead forms. For any step in a lead process, you can—as in our opportunity management—add in customized forms.

Forms would include, for example, support, so that immediately tech support attention can be given to a hot lead. Another form can exist for lost leads so that all information pertinent to any lost lead can be saved to understand why that lead was lost. That form, with that lead, is then moved into the Pipeliner CRM archive.

Leads could be coming into the same lead process from different streams, such as the website, virtual events, or partners. A form can be created for each of these different streams.

Focus From the Beginning

These new lead management functions add up to a prospecting tool that allows marketing and sales teams to tightly focus right from the start. That focus means fewer lost leads and more leads converted to opportunities.

Pipeliner, through its instant dynamic visualization, carries that focus through opportunity management and allows the closing of a higher percentage of opportunities. Pipeliner is assisting in the ease of sales maneuverability from A to Z.

Overall, Pipeliner makes for a more efficient operation. Efficiency, as we know, leads to productivity.

Most companies utilize disconnected applications to solve issues that are solved right within Pipeliner CRM. Lack of these integrated tools makes it difficult to create the right process steps at the right time.

Pipeliner now solves these issues for everyone and brings all vitally needed focus into one system.

About Author

CEO and partner of and the uptime ITechnologies, which I founded in 1994 and has since played a significant role in the development of the IT-environment. pipeliner is the most innovative sales CRM management solution on the market. Pipeliner was designed by sales professionals for sales professionals and helps close the gap between the requirements of C-level executives for transparency and the day-to-day operational needs of field and inside sales. I am also the founder and Initiator of the independent economic platform GO-AHEAD!, which orientates itself on the principles of a free marketplace in terms of liberal and social responsibility. Connecting people, the trust of business leadership in terms of values such as freedom, self-responsibility, and entrepreneurial spirit, and strengthening their awareness in order to create a dynamic boost within the economy triggered through spontaneity, all stand for the initial ideas surrounding GO-AHEAD! I studied in Los Angeles and Vienna and received my Masters's Degree in 1994. I am married and have 3 children My Specialties are in: Sales Management, Sales CRM Software, CRM Cloud Solutions, SAAS, Business Strategy, Software Development, "Pipeline Management", Social responsibility, outbound sales, b2b sales, inside sales, sales strategy, lead generation, sales process, entrepreneurship, coaching, mentoring, speaker, opportunity management, lead management, Austrian School of Economics

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