Inside Pipeliner is an Intriguing, Powerful Concept

Inside Pipeliner is an intriguing, powerful concept– each part of your sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process. contains a discrete Sales Stage — each of which are intimately tied to the BuyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service.’s Journey to purchase your company’s product or service.

Whether 3 Stages or a dozen, the mighty Sales Stage is like a container with valuable cargo for each member of the sales team. When you master this concept, you’ll have a powerful cross-functional tool for keeping everyone in your sales 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.). on the same page.

Statistics show that human beings can quickly reach a limit to the amount of information they can manage efficiently. Today’s Sales environment is proof of that, as 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. overload reigns supreme.

Here’s How We Help You to keep it All Straight, Confidently Moving Forward from 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. to Close:

Associate your Sales Steps and Activities at each Sales Stage. Make them required for consistent sales team performance.
Motivate sales reps through helpful “gamified” actions!
Alerts notify you of aging Opportunities and prompt you to take action.
Collateral materials are ready at each Stage with Pipeliner’s document management feature.
Percentage weighting at each Stage sets expectations for 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..
Configurable time periods display stage length.
Concentrate on where deals are lost – The Pipeliner Archive enables you to take corrective action on a Stage-by-Stage basis.
Manage 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 with unique visual tools. We make it easy to do your homework on the people you sell to.
1-Click Reports are available for any Stage — powerful features for decision-making– and a huge time saver!
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