Introducing the latest Pipeliner CRM release: Arithmetica. With its biggest breakthrough yet, Pipeliner brings its unparalleled visual functionality to sales performance management.
The Crucial Need
Efficient sales performance management has been a primary purpose of CRM solutions since the beginning. This has been for a very good reason. Sales managers—and even sales reps themselves—critically needed the facility to comprehensively yet easily view key performance indicators, compare reps one to the other, and view performance of overall team members.
Likewise, individual team members have needed ways they could evaluate their own performance and see how they were measuring up.
Unfortunately, traditional CRM solutions have rendered such functionality overly complex and unwieldy. There was no clear, rapid view into overall sales team or individual sales rep performance, and no way to quickly compare one to the other.
As with many aspects of CRM, this has now all changed with Pipeliner—greatly simplified and yet far more powerful.
- Select one or more pre-defined Key Performance Indicators (KPIs)
- Utilize these KPIs to compare team members within a specific time period
- Utilize “Click-to-Detail” functionality to focus in on a specific user and related KPIs.
- Via click-to-detail, you can read the details of each user and their related KPIs Indicators
- Toggle between user view (to compare users) and sales unit view (to compare sales units, teams or territories).
- View the historical trend of a team
- Select one or more pre-defined KPIs
- View “overview” stats for the individual, such as closed deals, revenue, or created leads
- View the historical trend of a user
Other Breakthrough Features
Pipeliner Arithmetica brings other unparalleled visual functionality to CRM:
Multiple KPIs in Target View
Pipeliner’s Target Feature is already one of the most unique features in the CRM industry, consistently making visible the current target, right from the Pipeline View.
With Arithmetica, the target feature is expanded so that it can be used well beyond simply opportunity value. You can base the target on virtually any KPI based on numerically based counts.
You can also now compare one performance period with another, right within the target.
Bubble Chart View
Pipeliner’s unique Timeline feature has now been expanded into 3 dimensions: Opportunities arranged along the timeline are now visually sized based on value.
New Timeline functionality also includes the capacity to drag-and-drop an opportunity to change the pipeline stage, and to drag-and-drop an opportunity to change the opportunity closing date.
Pipeliner offers the best of both worlds—online and offline—by making CRM fully available with or without internet connectivity.
In previous Pipeliner versions, updates from the cloud server to the user’s version needed to be performed manually. These will now happen automatically so that the user can simply continue working.
As always, we’ve made many other improvements to greatly improve your Pipeliner CRM experience.
Why the Name?
Behind Pipeliner’s visual elements, and every one of its functions, lie carefully structured higher mathematical calculations, without which none of its functions would be possible.
With this new version, we have traced Pipeliner all the way back to its functional roots—and found ourselves in the 3rd century, with a work by the ancient Greek mathematician Diophantus, called Arithmetica. Mathematical scholars point to Arithmetica as the foundation of higher mathematics, and to Diophantus as the “Father of Algebra.”
The time has never been better to put Pipeliner CRM to work in your company. Try a free trial today!