Pipeliner is a top CRM that has all the features and flexibility you can possibly need and still is easy to learn, administer, configure and use
Hanneke Gieles, Prowareness WeOn Groep BVPipeliner CRM can be as simple or sophisticated as you need it to be. Its features and functionality make it a great CRM at a great price point.
Catherine Austill, Graphic Partners
Also surprising is that most CRM systems (even the biggest ones) do not have account management embedded in the system — CRM without account management is like driving a car with one wheel missing.
Pipeliner offers the most comprehensive, visual account management capabilities eliminating the need for additional (expensive) third-party “account management”–specific platforms.
Key accountsKey Accounts Key Accounts are whale spenders or VIP customers prioritized by sales reps and customer success; churn from these clients would be a detrimental loss to the company’s revenue. are 60% to 70% more likely to close, and they spend an average of 33% more than new clients. With those reduced sales costs and increased revenues, key accounts make up the lifeblood of many companies.
One of the biggest complaints about traditional CRM is lack of consistency (such as when two salespeople with similar opportunities put them in different stages of the pipeline). This is because most CRMs do not support real Guided Selling and cannot mandate actions.
Pipeliner’s Guided Selling capabilities allow you to embed and reinforce best practices and ensure consistency of sales execution.
By adding a Sales Activities Checklist to each step of the Pipeline, you can assist your teams by providing step-by-step guidance using contextualized notifications which give specific suggestions on what actions your users need to take in order to follow your established process/strategy.
Pipeliner CRM has made us analyze our own 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 had steps in our sales process but never really thought about them. Then the steps within the steps are also very important and constantly changing in our system.
Luke Wittenbraker, Mactech Onsite
No need to use external forms or survey generators — use Pipeliner’s Online Forms to, for example, capture Leads by embedding the form on the website or get feedback from customers on your services by sending an online form as a personalized survey.
Plus the data in Pipeliner is automatically updated when submitted through our Online Forms.
The Online Forms seamlessly integrate with Pipeliner features like Reporting, Feeds, and Automatizer. This eliminates manual data exporting and analyzing and eliminates the costs of another automation tool.
Pipeliner has been game-changing for my sales team. I love how easy it is to change the fields to accommodate our goals and the information we need to capture. The reporting tool is so easy to work with, I have used other CRM’s and this has to be the most userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service.-friendly program I have ever used.
Denise Schmidt, First Tactical 
Effective execution of Sales, Account Management & Customer SuccessCustomer Success Customer Success is a proactive mindset, function, department or strategy commonly adopted by B2B companies to optimize business with customers, reduce churn rate, drive profits and increase the predictability of recurring revenue. is often made up a series of discrete projects (big & small). Traditional CRMs do not have project management capabilities built-in requiring the use of third-party apps.
At Pipeliner we are all about sales execution efficiency which is why we built project management into our core platform.
Users can track the completion status and timeline for each Project, add Objectives (milestones) and create and group Activities within Objectives and then view them in the “Objective View” or in a “Gantt Chart View“.
As margins get squeezed, products get commoditized, and it becomes more difficult to differentiate yourself from a competitor, sales professionals need to think and act more like project managers.
Additional Resources
Sales CRM Software Integration Made Easy
Many advantages of CRM software include improved 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. management, opportunity management, account management, clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer. segmentationSegmentation Segmentation is the process of subdividing a large market into distinct partitions (or segments) based on demographics and other factors, with the aim of formulating and implementing separate strategies to better engage the consumers in each segment., enhanced communication, and automation of repetitive work.
What is Pipeline Management, and How Do You Implement It with Pipeliner CRM?
The fundamental difference between Pipeliner CRM and other tools is that we not only define the sales process but the precise activities that must be completed per sales process step
How to Best Implement Sales CRM Software
Businesses may manage customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. data, increase sales, and streamline operations by implementing sales CRM software. Choosing the best CRM software may be complex—but getting it up, running, and in use, can be even more difficult.
Revolutionize Your Sales Forecasting with Pipeliner CRM
Sales forecasting is a crucial process for businesses to predict future revenue. However, it can be challenging to accurately forecast sales, especially when relying on subjective evaluations and historical data.
