pipelinersales.comCRM for Sales | Sales & Account Management - Pipeliner CRM

CRM for Sales | Sales & Account Management - Pipeliner CRM Products Pricing Customers Resource Center Company Support Blog Download Mobile for Android Download Mobile for IOS Try Pipeliner CRM For Free What are you searching for? Search for: Products Pricing Customers Resource Center Company Support Blog Search Login Pipeliner CRM Subscription Billing Try For Free Menu What are you searching for? Search for: A CRM like no other. There’s something different here. Homepage 2024-05-06T15:40:41+00:00 new Brand New History Reports, Calculated Formulas, Card View Customizations & Support for Lookup Fields and more… A CRM like no other There’s something different here SCHEDULE FREE DEMO Win Together Putting the R” back in CRM A CRM like no other There’s something different here SCHEDULE FREE DEMO Win Together Putting the R” back in CRM A CRM like no other There’s something different here SCHEDULE FREE DEMO Win Together Putting the R” back in CRM Sales CRM for mid-sized, large & enterprise Enterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment. organizations. We scale by capability, not complexity. Why do sales leaders across the globe choose Pipeliner CRM over others? Unique An intelligent framework; an engaging interface; easy to learn – fast to adopt AI assistance with real benefits for salespeople Manage any process with Pipeliner CRM — the automation of the future The first true reporting business analytics Analytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance). tool embedded in a CRM and proven Eliminates the need for most 3rd party tools — delivers real productivity Fast, affordable implementation — amazing costs reductions No dedicated, certified administrator for Pipeliner CRM — again, huge savings! Delivers the fastest ROI and lowest TCO Sounds too good to be true? Sign up for a free demo and see the difference for yourself. CRM is the heartbeat of every company. Why do people trust Pipeliner CRM with such a critical role? We are a trusted leader because we deliver real value – for the following reasons: Pipeliner innovates at a pace unmatched by any other CRM Implementations are done in-house, ensuring rapid deployment and leveraging best practices Complete flexibility/customization for any requirement, including creating custom entities/objects Hundreds of out-of-the-box integrations and easy options to connect to all your critical systems Our handshake has meaning: Winning together through fair negotiations See why 95% of clients who choose Pipeliner still use it five years later . Experience the difference A Sales Enterprise CRM that puts you at the center Intuitive, Visual, Focus-driven, Complete, Engaging. These are a few words that our customers use to describe their experience with Pipeliner CRM. Unlike other solutions, our technology puts the salesperson first – helping you grow your business and showcase your value. Management No Micromanaging Easy instant pipeline Pipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. reviews Multiple visualizations Scheduling automatic reports Advanced forecasting Forecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors. and quota Quota Quota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards. management Color-coded flags, alerts, and notices Automated approval processes Managed workflows Approval processes Easy activity management Filtering and sharing is as simple as it gets Fast integration with core systems Lower TCO, faster ROI Do more, faster. See features. Sales Team Automations mean more time to sell Simple framework – fast to learn-easy to remember Personalized views means better adoption Guidance through the sales process Sales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology. Best-in-class relationship mapping AI-powered assistant Exceptional customer Customer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. support (from real people) Personalized goal tracking Instant tracking of commission Commission Commission is the amount of money a sales professional earns for reaching a specific sales volume or for executing one or more business transactions. One view of data Data Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. for all users Creating your own filters and profiles One click calls and texting No typing – transcribe voice to text enriched with AI Explore AI & automation Administration No full-time administrator needed Only basic computer skills required Learn to be self-sufficient in a few days Knowledge Base” clearly describes all features Videos available to learn all core features Make changes in a few seconds Easily transfer Accounts to a new rep Same visual interface as the front end Full customer support available No 3rd-party administration No coding required Release notes with detailed descriptions Reduce costs. Integrate fast. Get it all. Visualize your sales process See where your deals are instantly . Easy sales meeting reviews and pipeline reporting. Schedule a Demo Automatizer Built-in Automation Engine Pipeliner CRM’s totally unique Automatizer workflow tool Use conditions and triggers Triggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale. to automate many routine and repetitive tasks No coding needed—use a point-and-click interface to build processes Automatizer works with third-party integrations as well as Pipeliner CRM Visit the Automatizer Subsite for more information Personalized User User User means a person who uses or consumes a product or a service, usually a digital device or an online service. Interfaces With Pipeliner CRM, you can decide what you want to see and how you want it displayed! The Bottom Navigation is like a picture frame that focuses the user on the key data: Power Panel Allows you to modify items you see in your current view, including: Roles Target Types Sales Units Setup and change User Profiles Filtering & sharing of data Click to learn more about Power Panel Win Together! Because we care. Sales teams forge the relationships that ignite businesses, fostering deep connections with people, and propelling growth across industries, disciplines, and the world. We believe that customer relationship management (CRM) software is like the heart of a company. Tools like our Sales CRM platform provide the sales management and account Account Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. management capabilities that sales leaders and teams need to thrive. Like the human body, an organization Organization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.)....