Resource Center

Optimize your use of Pipeliner CRM or increase your sales skills
with these multi-media resources!

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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.

Product, setup, & support-related information

Pipeline Management - tracking leads through the sales process

 NEW  Pipeliner Differentiators

What makes our pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. management different?

Given how critical pipeline management is to any business, Pipeliner CRM delivers the most flexible, visual, and comprehensive 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 today.

Pipeliner CRM: Fast ROI with tailored packages like Core Implementation

 NEW  Implementation Packages

Pipeliner CRM offers tailored implementation packages for fast ROI and seamless integration. The packages include Core Implementation, CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. EngagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience., Advanced Customer Engagement, 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)., Automation, Custom Entities, and Specialist Support to enhance CRM adoption, userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. engagement, and efficiency.

Pipeliner CRM includes built-in components at no charge

Pipeliner Components

Pipeliner CRM provides out-of-the-box components that most other CRMs (even the biggest and most well-known) only offer as paid third-party apps & integrations…

Setup items for Pipeliner CRM Admins, Sales Managers, and End Users.

Helpful Setup Items

Helpful setup items for Pipeliner CRM Admins, Sales Managers, or End Users

Interactive diagram showcasing key elements for a successful Pipeliner CRM implementation

Implementation Overview

Interactive diagram that shows all the different elements that combine for a successful implementation of Pipeliner CRM.

Pipeliner CRM Onboarding: Iterative setup with API interfaces and webhooks.

OnboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team.

Traditionally onboarding for software applications was a one-off event, however, with API Interfaces and Webhooks there is no longer a single software setup and onboarding—it is a series of iterations.

Pipeliner CRM support: Providing value, insights, and advice on immediate issues.

Your Wingman!

We love it when our customers interact with us because we are all about providing additional value. Our support philosophy is to always go beyond simply solving your immediate issue by offering insight and advice on optimizing and customizing your system.

Pipeliner CRM with step-by-step guidelines video's

Product Video Playlists

Detailed product videos that walk you through how to use Pipeliner CRM with step-by-step guidelines.

Concepts and ideas that support the different features and functions of Pipeliner CRM

Pipeliner Concepts

Learn about the concepts that underpin the features & functions of Pipeliner CRM.

Practice

See how Pipeliner empowers all aspects of Sales

Revenue Intelligence: Quota setting, forecasting, and faster closing with Pipeliner CRM

 NEW  RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. Intelligence

Intelligent 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. Setting, Accurate 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. & Increased speed to close: The Pipeliner Revenue Intelligence Loop delivers Predictable Revenue and Forecast Accuracy!

Salesperson 3.0: Traits include confidence, communication, honesty, empathy, and problem-solving.

Salesperson 3.0

Key traits include confidence, good communication, enthusiasm, passion, honesty, empathy, respect, persistence, resilience, competitiveness, and problem-solving. These traits & characteristics salespeople need to succeed now & in the future.

Sales Management

Sales Management provides guidance on how to be successful

This subsite explores 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. job in detail and provides guidance on how to be successful

Learn more

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

Account Management, Pipeliner CRM uniquely delivers effective account management tools and process

This subsite shows how Pipeliner uniquely delivers proactive, effective Account Management

Learn more

Sales Analytics

Sales Analytics, the different types of sales analytics and how to leverage those insights

This subsite explores the different types of sales analytics & how to leverage those insights

Learn more

Sales Enablement

Sales enablement tools with our Sales CRM to supply salespeople with all tools to sell more effectively

How to supply salespeople with all the tools and advantages to sell more effectively

RevOps

Pipeliner CRM revenue operations tools to set sales quota and forecasting

Learn about the impact of Revenue Operations is having on organizations

Nikolaus Kimla CEO Pipeliner CRM

„We are Humans supporting Humans and use Technology to equip you with flexible tools to always be on top of your game.“

Nikolaus Kimla • Founder & CEO • Pipeliner CRM

Education

Educational assets (videoes, ebooks, Sales POP!) covering both CRM & Sales in general

Sales POP!

Sales POP! with thousands of experts like sales, marketing and business insights.

Over 1000 experts offer sales, marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase., and business insights – new original content daily!

E-books

Pipeliner CRM free ebooks about our features or general sales content.

A collection of free publications that cover both Pipeliner CRM features as well as more general content

Learn CRM

Learn CRM, understand what CRM is and how it supports your business

Everything you ever needed to know about what CRM is and how it supports a business

Glossary

Common sales, business and CRM terms that you might hear in the industries.

Common Sales, Business & CRM terms organized in a handy glossary

Sales Methodologies

Learn about the different sales approaches and the fundamentals of each approach

Learn about the different sales approaches and the fundamentals of each approach

Pipeliner

Learn about what makes Pipeliner the product & Pipeliner the company so different

Pipeliner Background

PipelinerCRM Background, how we deliver value in multiple different ways.

Additional information about how Pipeliner delivers value in multiple different ways

The Pipeliner Difference

Pipeliner CRM, unique principles and theories that underpin the system

Pipeliner is unique in the principles and theories that underpin the system

Industries

Pipeliner CRM can support different types of industries, CRM for Financial service, Manufacturing, Consultants and more

Here are some examples of how Pipeliner CRM can support different types of industries

Restoring Purpose to Sales

Restoring purpose to sales with Pipeliner CRM

This subsite explores the dual elements of meaning and character in Sales

Events

Pipeliner CRM events cover business topics

Webinars that cover business topics such as Digital Transformation and Automation

Why customers prefer Pipeliner CRM over Salesforce—for Sales CRM and why.

Pipeliner CRM VS Salesforce

Discover why customers choose Pipeliner CRM over Salesforce and why this is crucial for your CRM.

Delve into a comprehensive comparison of distinctive features and discover firsthand experiences and opinions shared by others.

Why customers prefer Pipeliner CRM over Microsoft Dynamics 365 Sales? Compare the unique features that set Pipeliner apart.

Pipeliner CRM VS Microsoft Dynamics 365 Sales

Why do customers prefer Pipeliner CRM over Microsoft Dynamics 365 Sales? Compare the two solutions in detail and find the unique aspects that set Pipeliner CRM apart from your current CRM solution.

Learn what others say about the uniqueness of Pipeliner CRM.

Let Us Introduce You To Pipeliner CRM

We look forward to showing you how Pipeliner CRM helps empower sales to maximize revenue.

We will guide you through the product and present all the benefits.

Customers love Pipeliner CRM

With simple training and general intuition this CRM blows many others out of the water, plus it is a fraction of the cost. Our Franchise units simply love it. Eduardo Pinzon • Director of Operations • Crestcom
I highly suggest using Pipeliner, it is a tool that has absolutely sky-rocketed our business to where it needs to be. Patrick Bauer • CEO • Amherst Brands
It is the best CRM on the market today, don't be fooled by big box or free products. Margye Sullivan • VP • Envision2BWell Inc.
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 • Business Development • Prowareness WeOn Groep BV
Its features and functionality make it a great CRM at a great price point. Catherine Austill • Advisor • Graphic Partners
I have used other CRM's and this has to be the most user-friendly program I have ever used. Denise Schmidt • Sales OperationsSales Operations Sales Operations is a collection of aligned business processes, strategic implementations and other activities aimed at achieving organizational goals, specially in the areas of sales revenue, market coverage and growth. • First Tactical
Test it. Keep it. Use it. Love it. Jens Leonhaeuser • Owner • Steilpass
One of my favorite parts as a sales manager 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. Luke Wittenbraker • Sales & Marketing DIrector • Mactech

See what our customers have to say about using Pipeliner CRM