CRM for Sales Professionals

Unlike traditional CRM solutions going all the way back to their invention, Pipeliner CRM was not developed by techies with a vague idea of what salespeople and sales management might need in a CRM application. Such CRMs mainly weighed down sales reps with 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. entry, and provided little to nothing in return for all that labor.

Instead Pipeliner was developed by salespeople, for salespeople. The entire idea was to empower salespeople, to make it increasingly possible for them to sell, make and exceed their targets and quotas.

Pipeliner’s Navigator feature–the first screen seen when Pipeliner is opened—provides instant focus for a salesperson on priorities, opportunities, tasks, activities and more. It is called Navigator because it provides immediate guidance to the salesperson through today’s sales complexity.

The remainder of Pipeliner’s Instant Intelligence, Visualized functionality provides salespeople with the tools they need to follow up, manage, and move opportunities through the pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. to closes—all in a timely manner so competition is left behind.

Pipeliner CRM Features for Sales Professionals

Buying Center

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Visual Relationship Mapping for business to business sales prospects and clients. View at a glance all groups and decision-makers who influence purchases.

Contact Management

Email Integration

Pipeliner CRM fully integrates your email client, MS Outlook and Gmail. From within your email feed in your CRM you can read and respond to email activities right within your CRM.

Administrators

Built-in HELP

With Pipeliner Build-In Help feature in the software, Help screen about features appears with “Hot spots” embedded throughout.

Administrators

Contact Management

Contact Management. Our all-in-one Contact View is where you manage your biggest asset with less work than ever before.

Contact Management

Leads Management

Effectively manage and nurture your precious leads and transition them into the pipeline.

Lead Management

Navigator Dashboard

Navigator Dashboard brings more focus and intelligence, allowing you to focus on what’s most important.

Lead Management

Opportunity Tracking

Manage and track your Opportunities in a more consistent, effective and visual way to increase predictability.

Opportunity and Activity

Organization Chart

Map out the company hierarchy in your accounts with our Smart Organization Chart.

Contact Management

Performance Management

Totally visual, intuitive sales performance management for your sales teams and sales units

Sales Insights

Pipeliner CRM Functionality

Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.

Productivity

Pipeline View

Instantly gauge the health of your pipeline and get multiple, actionable insights all from one view.

Opportunity and Activity

Sales Task Management

See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.

Opportunity and Activity

Further Empowering Resources for Sales Professionals

An important part of our mission here at Pipeliner is the creation of educational materials for numerous different roles in sales—including the sales professional. We feel that sales is perhaps the most important—and at the same time, probably the most neglected—job in business.

These resources will bring you understanding of things such as the importance of emotions in sales, why you must learn to think like a buyerBuyer A buyer is an individual or organizational entity that purchases a product or subscribes to a service., why sales is getting harder, and much more. They are free to you—so enjoy!

Learn More About CRM

Pipeliner CRM Library

Pipeliner CRM: Empowering Sales Professionals

Pipeliner CRM Features for Sales Professionals

Further Empowering Resources for Sales Professionals

Learn More About CRM