Pipeliner CRM Introduces a New and Powerful Set of Analytics with Enhanced Reporting Options for Sales Organizations

Los Angeles, CA, April 1st, 2021

New functionalities include performance indicators 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. 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. plus a set of visual aides to help sales leaders ascertain current and future performance trends.

Pipeliner CRM today announced that it is launching the most comprehensive reporting and analyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance). solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. available to provide automatic, instant, actionable, and dynamic insights into past, current and future performance trends. New features allow sales professionals to take advantage of today’s digital transformation with enhanced reporting options for performance indicators and quotas, along with exceptional visual aides such as line graphs, bar, and pie charts allowing for more intuitive analytics. In addition, the unique Power Panel feature in Pipeliner CRM enables users to view the 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. from different perspectives and set filters to isolate the important details and provide deeper analysis.

Pipeliner CRM allows organizations to interpret data utilizing the four main types of analytics.

• Descriptive Analytics: “What Happened?” This includes data and reports that outline what has already transpired.
• Diagnostic Analytics: Why Did It Happen? This enables users to analyze why some deals have not been closed, or have even been lost.
• Predictive AnalyticsPredictive Analytics Predictive Analytics refers to the field or tool that uses historical data, statistical models, emergent trends and other information to formulate an informed forecast about the future, usually with regards to the performance, growth, or feasibility of a business.: What Could Happen? Once the data is analyzed, Pipeliner CRM analytics will offer sales pros a view of possible future performance.
• Prescriptive Analytics: What Should We Do? Prescriptive analytics provide a clear path forward for sales teams. The primary source of prescriptive indicators utilizes the Bubble Chart View which shows a multi-dimensional view of opportunities plotted by sales stage, closing date and size.

Performance Insights Provides Visibility into the PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.:

Pipeliner CRM is offering another new feature called Performance Insights, which provides organizations with visibility into the overall pipeline health including open versus lost opportunities. In addition, sales teams can filter the analytics in multiple ways including by UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service., Sales Unit and Pipeline level. This allows the organizations to have insight into the performance of both sales individuals and teams, providing analysis into, for example, the amount of leads that are being generated and created. As such, Pipeliner CRM will offer a complete performance overview, with leading and lagging indicators, insights, and overall performance. When sales teams leverage the Power Panel to filter the data, they can ascertain all of these factors by sales unit, 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, type of sales or any other element.

The constant changes in today’s business world have increased the demands for the immediate delivery of data. Automation features and functions in Pipeliner CRM provides the means for sales teams to organize and interpret data so that leadership decisions can be made rapidly and accurately.  Deep analytics with actionable insights can 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 more efficient and effective strategies to leverage opportunities and quickly understand indicators and performance.

The Performance function also enables the user to have insight into the following:

• Velocity: How fast a sales rep is closing an opportunity
• Conversions: This includes the 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. Rate and Average Win rate
• Win Probabilities: This helps determine the best chance of winning the opportunity in the particular step, compared to configured values in Admin
• Number of Qualified Leads

Quota Planning Has Been Added to the Pipeliner Forecasting Functionality:

Pipeliner CRM Forecast Reports provides a powerful means to set and track Quota achievement in real-time. Reports can be shared only with specific team members, or across the whole sales unit, depending on preferences. Robust analytic tools also enable the full quota picture that offers a deep dive into the historical quotas as well as allows managers to update the quotas in bulk for the current year.

Overall, sales managers can perform the following functions:

• Set Quota period: Monthly, Quarterly, Yearly
• Set Quotas for either Sales Unit Quotas or Individual User Quotas
• Quotas Options:
  • Custom: Allows the 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. to define quotas for every sales rep manually
  • Evenly: Based on Expected Quota, Pipeliner will split quota evenly among the sales reps
• New Forecast Graphs allows sales managers to visualizate how far the team is from hitting an expected quota.

About Pipeliner CRM

Pipeliner CRM is elevating the perception and performance of the sales position.  It begins by disrupting the CRM marketplace, leveraging the latest technology that quickly integrates with all other systems seamlessly, thereby minimizing costs and risks. Pipeliner adopts a unique approach to traditional CRM platforms by leveraging instant, dynamic visualization that drives rapid adoption rates and supreme user experiences. Its online and offline iOS and Android mobile apps address the largest audience possible and provide CRM functionality on the go.

Pipeliner is headquartered in Los Angeles, California, please engage with us on Facebook, LinkedIn, and @PipelinerCRM or visit us at PipelinerCRM.com