Inc. Magazine announces Pipeliner CRM as a new 2024 Inc. Power Partner
newRated #1 CRM by independent analysts SelectHub!
newBrand New Voyager AI Call Transcription & Analysis, Improved Online Forms & Reports, Static Profiles, Account Health and more…
newForbes Magazine talks to Pipeliner CEO about the critical role of CRM
newWhitepaper just released “Podcasters Guide to Podcasting”
Meet Pipeliner CRM › a CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. and experience that will change your view of sales
Finally, a CRM you’ll actually understand, enjoy and use to drive business growth.
Implement successfully in weeks not months
Instantly get all the features and functionality you need
No extra costs, add-ons or special teams required
Use the system immediately thanks to intuitive design
Get sales team adoption (finally!)
Create reports on demand without needing expensive consultants
Sounds too good to be true? Sign up for a free trial and see the difference for yourself.
Trusted CRM industry leader for a reason
We are not only a trusted leader but a valued partner for three reasons:
We embrace the salesperson.
We include everything you need in our solution.
We finish the job with complete implementations on time, every time.
See why 95% of clients who choose Pipeliner still use it five years later.
Experience the difference
A Sales CRM that puts you at the center
Intuitive. Visual. Focus-driven. Complete. Peaceful. 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.
Sales Leaders
Instantly visualize the performance of teams, individuals, territories and more
Easy front end and back end – no programming required
On-demand reports anyone can build
Color-coded sales flags, alerts and notices
Sales meetings and forecast
Approvals, Workflows & Visibility
Fast integration with core systems
Lower TCO, faster ROI
Front Line Sales
More time to sell
Ease of use
It helps, not hinders
Highly visual maps, org charts and 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. views
Personalized views
AI-powered assistant and automated tasks
Mobile app
Exceptional customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. service (from real people)
Your Customers
Clear, personalized communication from your sales team
The right message at the right time in the right channel
Knowledgeable sales interactions –backed by current, updated information
Fitness – Instantly visualize and react to the health of your customer accounts
Track org changes & buying committees to better serve your customers
Visualize 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.
See where your deals are instantly. Easy sales meeting reviews and pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. reporting.
Pipeliner CRM encompasses a company’s sales process. A sales process begins with something (“open”), and then leads to a close. It is not instant or transactional. “Close” means to end something. This can refer to the end of a sales cycle, or the end of the day when the userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. closes the app. As a whole, this phrase describes both the user experience and the sales process. More broadly, it also means opening one’s mind to new ways of operating and closing business more quickly.
Personalized User 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 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.:
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
Why Pipeliner CRM? 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 management capabilities that sales leaders and teams need to thrive.
Like the human body, 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.). relies on numerous systems working in perfect harmony. But without an effective CRM management solution (or heart) that values the needs of your sales organization, you’re left with nothing more than a mere piece of technology with buttons to push.
We are revolutionizing the sales culture by crafting an intuitive, transparent, and unequivocally effective sales CRM experience – so you and your sales team have the account management and sales management support you desire and require for ongoing success.
Testimonials
One of my favorite parts as a sales managerSales Manager Sales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople. is using Pipeliner CRM to run sales campaigns that drive our team to have fun and use the system in a way that drives sales. For example, our January Super Bowl contest resulted in our best January sales results in 5 years and I couldn’t have run it without Pipeliner.
Currently we are using it to note everything that we’re doing for every different office. We have over 4,000 clients, and keeping up on when we were there and what we did can be cumbersome. Pipeliner is helping us do that, as well as keeping up with my sales reps and any opportunities that they have.
Pipeliner provided us with an interface where we can assign and follow-up leads, a highly customizable way of setting targets and monitoring performance, as well as great reporting tool with chart and dashboard capabilities.
Generally speaking, Pipeliner is used to track and review sales activities, both from the quality and quantity dimensions. This is in terms of how many calls we are making with respect to which accounts. When we do make a call, which productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. lines are we discussing, and what are the exact comments? Pipeliner captures dates of those comments so we can see quality and quantity dimensions.