Get your sales dataData 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. and your sales teams on the same page in 2018 and beyond with Pipeliner CRM!

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Managing Sales Made Easy!

Instantly, Dynamically, Visiually

  • review your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.

  • forecast sales

  • manage revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. risk

  • collaborate with your sales team

Optimize How Your Salespeople Sell

  • uniform and predictable

  • right target buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service.(s)

  • focusing on the right leads

Access to Real-Time Data

  • analyse win/loss rates

  • review sales person/team/territory performance

  • set key sales metricsMetrics Metrics  are quantities that are measured and used to: & goals

  • leading & lagging indicators

Selling Made Easy!

Easy-to-use, Easy-to-learn Visual Sales Tool

  • intelligently cuts through the noise

  • focuses on high value activities

  • everything in one place (no need for multiple tools)

Easy to Follow Visual 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.

  • clear pathway through the sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers.

  • guidance on correct actions & activities

Easy to Identify, Profile & Chart

  • buyers and their roles in a sales process

  • key contacts in an 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.). for 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. management

Easy to Access

  • desktop

  • mobile

Easy to Use With Current Email System

  • MS Outlook

  • Gmail

Easy to Grab Data Off the Web

  • Web Clipper

  • Google Forms

The closest piece of technology logisticians use is the Transportation Management System (TMS). However, this software is primarily programed to monitor transportation operations, and not the customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. relationship.This is where a CRM platform comes in. It helps get your entire team on board with managing sales and business processes. Our easy to use, visual platform with its comprehensive reporting capabilities will help you plot the best course and drive you to success.


Andrew Naudin
Global Sales, CRM Expert

Contact Me For Demo

To explore all the features in detail of Pipeliner CRM click here

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