We need a new CRM because our team is not using/adopting it
Pipeliner offers multiple GUIs for your users. Each GUI has its own unique advantages, and each can be customized by the end userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. so that they have the experience they prefer. Others offer 1 or 2 views, but none can compare with our variety of GUIs as well as the ability to customize each one. This is more than aesthetic. This is about engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience., useability and adoption.
Providing users with multiple ways of viewing data can be the difference between your team embracing your CRM or resisting it.
Our legacy CRM is old and not updated to take advantage of today’s technological advancements
Pipeliner CRM is a modern, state-of-the-art enterpriseEnterprise 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.-level CRM that utilizes many open-source technologies. With this framework, we can quickly add functionality to our solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. when we see something of meaningful value for our customers and prospects. This is evidenced by our monthly releases with new features and enhancements.
No other enterprise CRM vendor innovates as rapidly.
CRM Administration is too complex and difficult
Our administration module took many years to develop because we wanted to make sure that the result was an easy-to-learn module that allows our clients to be completely independent if they choose to be. Users of Enterprise Level CRM know that typically administration is extremely difficult, time-consuming, and requires several years of experience.
Pipeliner’s admin module, in contrast, can be taught over a couple of days.
CRM costs are increasing
Pipeliner reduces your total spend on your sales-related tech stack by including necessary technology that other CRMs get from 3rd-party add-on applications. In other words, you get a lot more for less investment.
In addition, Pipeliner has frozen its prices for 2024, unlike many other vendors.
Don’t want to pay for more than we need!
With Pipeliner, you will never pay for more than you need. We have four different tiers and the flexibility to provide custom solutions too. This allows you to minimize your total investment today while still getting access to an enterprise-level CRM solution that can scale in features and capability as your business scales.
It is as simple as adding more Pipeliner functionality when (and if) needed.
We need cost transparency
With Pipeliner CRM you will always know your total cost of the solution before you purchase. We will never hit you with surprise “true-ups”, additional fees, or hidden costs. The inability to budget properly because of these types of unforeseen costs is one of the biggest complaints CRM buyers have with other vendors.
Pipeliner CRM: Transparent Pricing Always.
We need a reliable forecastingForecasting 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 quotaQuota 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 tool
Traditional CRMs do a poor job of managing either quotas or forecasting natively and rely on expensive third-party add-ons. Pipeliner built its own native functionality for both quota and forecast management. We went even further with our Targets tool which allows managers to help sales team members to create an effective plan for managing their territory.
Better Forecasting provides more predictable cash flow, which allows for informed investment and expense management.
We need a reporting tool that is intuitive but still powerful enough for complex reporting
Pipeliner boasts the most powerful, industry-leading CRM reporting tool that is also intuitive and easy to use. We believe every user should be able to quickly create a report without any support. Throughout Pipeliner there is a treasure trove of built-on analytics that are either available in real-time or with just the click of your mouse. Our Advanced Reports allows for even more complex report creation, and your data can be exported into another 3rd-party analysis tool such as MS Power BI.
No other enterprise CRM vendor innovates as rapidly.
We need to be able to analyze old data from lost opportunities
Another unique feature of Pipeliner is our Archive which allows for full analysis of lost opportunities. It also allows you to move a deal from the active pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. when it has suffered a delay. In this way the stalled opportunity does not impact your forecasting. If/when that deal becomes active again, it can be reactivated with a single click.
The Archive is a feature unique to Pipeliner CRM!
We need to able to track and manage performance proactively
Pipeliner’s forecast tool includes both forecasting revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. as well as monitoring individual or team performance against assigned quotas. It is a very complete system that comes built into Pipeliner. Again there is no need to purchase another 3rd-party app to sit on top of your old CRM. You have instant access to the performance of the entire organizationOrganization 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.)., territories, divisions, business units as well as for each individual team member at the click of a mouse.
Better Forecasting provides more predictable cash flow, which allows for informed investment and expense management.
We have some industry-specific items we need to track
Pipeliner’s Custom Entities feature makes it easy for you to additional functionality to extend beyond the standard Leads, Contacts, Accounts, and Opportunities entities that many CRMs limit you to. Custom Entities can eliminate your need to invest in additional 3rd-party applications to get the functionality that you want. It also eliminates the costly integration required into those 3rd-party add-on applications. It reduces the complexity of your total sales tech stack and keeps all users within one system.
No other enterprise CRM vendor innovates as rapidly.
We need to be able to quickly adjust variables to see data the way we want to in our CRM
Pipeliner’s unique Power Panel, which is available throughout Pipeliner, allows any user to quickly filter data in any matter that might suit them. We call this Instant Dynamic Visualization. With little or no training, your team can change parameters and see data from different perspectives instantly. No waiting for an Administrator to create a requested view, requested report/dashboard/etc… Our Instant Dynamic Visualization gives this power to all your users.
Pipeliner’s Admin Module, in contrast, can be taught over a couple of days.
We need a system that helps with customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. retention
Pipeliner has several features designed to help you manage your existing clients and identify both opportunities and risks. We are the only CRM that offers this combination of functionality natively within our application rather than through a 3rd-party tool. These features enable reduced customer churnChurn Churn is a term that describes the percentage of customers that leave or cancel a service or product within a given period of time. rate, increased upsell/cross-sell revenue and the ability to identify potential problems before they develop. This all leads to more effective accountAccount 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. planning.
Pipeliner CRM is the only system available with built-in Account Management.
We need better visibility into our pipeline
Pipeliner CRM is easily customized to fit your leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. process as well as your sales processSales 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.. We combine different GUIs with Instant Dynamic Visualization, tagging, filtering, targets, and more to provide sales management with the greatest level of visibility into and control over the pipeline. This includes conversionConversion Conversion is the process of turning a target consumer into a paying customer; or more generally, the point at which a user performs a specific action favorable to a marketer or a seller. analytics for an entire team, a particular group, right down to the individual.
The most visual and engaging pipeline process you will ever see.
We need to track activities and KPIs
Pipeliner CRM’s integration with Outlook and Gmail ensures that when your team is working in their mail platform or Pipeliner, our CRM will have a complete record of all activities (email, calls, meetings, text messages). You can also easily look at total activity by rep over any given period. Additionally, you can set your sales team’s KPIs and track and manage them visually in the system.
Instantly view activity metricsMetrics Metrics are quantities that are measured and used to: and KPIs.
We want to avoid expensive admins or 3rd party consultants
Pipeliner CRM’s Administration Module has undergone years of research and development to make it as easy to use as the front end. Pipeliner CRM Admin’s can master it in as little as 5 hours of training and you don’t need an FTE in this position. Our system is designed to enable those working in the business to administer Pipeliner CRM rather than rely on technical admins who may not understand what the sales team needs or expensive outside consultants that increase TCO dramatically.
No other CRM matches the ease of use of Pipeliner CRM’s admin component.
We want support that is fast and human-based
Pipeliner CRM support is available in a variety of formats, however, we do not rely on Bots as most others do. We believe in a people-first approach so with Pipeliner CRM support you will have live, highly-skilled humans responding to support inquiries. We also offer our online user’s manual called the Knowledge Base where you can look up any feature and learn on your own. You can also access our Pipeliner Academy with a host of 3-4 minute videos showing you how to use Pipeliner CRM.
Pipeliner CRM: People supporting people!
We need a solution that can be implemented quickly with manageable costs
The design of our Administration module, along with our extremely capable Professional Services team, allows for the rapid implementation of customized solutions for our clients. It is common for our implementation time to be a small fraction of what prospects are quoted from other enterprise-level CRMs. The intuitive interface (frontend and backend) means you can very quickly become completely independent of us which results in lower total cost of ownership, happier users, and speedier changes made to your system when necessary.
Making you self-sufficient & successful is our goal.