25 Benefits of Pipeliner Sales CRM for Sales People

Aug 2, 2013 | Publisher: Richard_Young | Category: Technology |  | Collection: Migrated Docs

Pipeliner originally was designed as a tool for sales empowerment. With its newest release Pipeliner meets the highest requirements for enterprise CRM solutions. The oldest and still most urgent CRM issue that companies have to face is low user acceptance, which results in poor data quality and misleading sales information can lead to strategies that put a business in serious risk. Pipeliner is a revolutionary CRM System that focuses on sales management and is designed to truly support and empower the sales representatives in their day-to-day job. That is why they love to work with it and that is why we solved this industry problem. Pipeliner offers the capability to implement your own standardized sales process and sales methodology. Each user works on his personal visual pipeline and has a clear understanding of his performance, potential deals and next steps to be taken. Every single pipeline is connected to a central database that allows users to share accounts, contacts, deals, documents, activities and reports throughout the organization. Pipeliner offers a powerful permission based system to share content within teams and offers a great scalability. If your company is an international or national organization, Pipeliner is the perfect answer to requirements such as company-wide reporting with a single click, regional and international forecasting, easy to use dashboards and analytics. Equally important are the collaboration features that allow working together as a team on mutual projects or sales. Pipeline Fully visualized and interactive sales pipeline Sales-based navigation menu Team lead management Intuitive drag & drop leads to opportunity qualifi cation Complete account management Buying center visualization Activities linked to the opportunity Timeline view Out-of-the-box sales optimized dashboard graphs with on-the-fl y comparison Out-of-the-box sales optimized management reports, with on-the-fl y fi ltering Hit-Rate manager Out-of-the-box opportunity history log Sales pipeline archive Settings Sales dynamic target Instant on-the-fl y fi ltering of all your data Sales opportunity document methodology Notes management SharePoint integration Customization Template designer Advanced product clusters User role management Multiple pipelines Integration Mobile solutions Sales oriented integration to Outlook Out-of-the-box offl ine solution 25 UNIQUE PIPELINER BENEFITS 2 www.pipelinersales.com 25 Pipeliner CRM Benefits k e y b e n e f i t Fully Visualized and Interactive Sales Pipeline A sales application designed from the ground up to provide new ways to quickly and intuitively guide you through the process of closing deals more effectively. We made it more interactive, visual, safe and easy to use. Arrange sales opportunities by closing date or value Group sales opportunities by owner or sales team Filter opportunities by product or ranking Easily drag & drop opportunities along the sales process 25 UNIQUE PIPELINER BENEFITS 3 Pipeline drag & drop the opportunity k e y b e n e f i t Sales-Based Navigation Menu All menus are perfectly arranged at a glance on the Pipeliner main navigation bar. Click to see the functions. Have always the most important features at your fingertip Switch between all features by pushing the button 25 UNIQUE PIPELINER BENEFITS 4 Pipeline reach all the sales tools you need k e y b e n e f i t Team Lead Management Gather leads from any other system into the specific and unique Pipeliner feature Team Lead Management where all your leads are stored and ready to be assigned to your sales reps by using an easy drag-and-drop system. Assign lead from the team lead pool Filter leads by owner or elapsed time in the team lead pool Release lead back to the team lead pool 25 UNIQUE PIPELINER BENEFITS 5 Pipeline manage your leads in lead pool k e y b e n e f i t Intuitive Drag & Drop Leads to Opportunity Qualification Qualifying the leads into real opportunities has never been easier. Just use the drag & drop functionality to do this. Drag qualified leads into the sales pipeline Send disqualified leads into the sales pipeline archive Reassign leads to your sales team members 25 UNIQUE PIPELINER BENEFITS 6 Pipeline qualify lead from lead list k e y b e n e f i t Full-Blown Account Management Qualify and classify your accounts according to your prefer- ences. Get all useful information about opened opportunities, activities, notes, documents etc. related to the account with just one mouse click. Classify your accounts Create your custom list of accounts type Manage all opportunities related to a particular Account Create buying cycle charts of your accounts 25 UNIQUE PIPELINER BENEFITS 7 Pipeline track your customer relationship k e y b e n e f i t Buying Center Visualization Create a visual buying center chart of an account and define the relationships between all members. When it comes to complex or high volume sales processes, this is the tool to work with! Visualize the internal relationships of an account you work with Find and define decision makers within the organization Write down all the competences of the people within the account 25 UNIQUE PIPELINER BENEFITS 8 Pipeline create account's hierarchy k e y b e n e f i t Activities Linked to Leads, Opportunities, Accounts and Contacts Collaborate on your opportunities within your sales team by sharing or assigning tasks, scheduling meetings or posting an internal message. The new feed function allows you to have a chat like conversation related to all the information in your database. Manage and share activities Schedule appointments and invite your team members to join Post messages and share them with your sales team 25 UNIQUE PIPELINER BENEFITS 9 Pipeline manage your tasks and appointments k e y b e n e f i t Timeline View Get an instant overview of your opportunities and All related information in a dynamic timeline view. Table based management of the opportunities Filter opportunities by product or owner Sort opportunities by value or closing date Manage opportunities in the timeline view 25 UNIQUE PIPELINER BENEFITS 10 Pipeline d rag the ti m e li n e k e y b e n e f i t Out-Of-The-Box Sales Optimized Dashboard Graphs with On-The-Fly Comparison A management dashboard, which is also accessible directly from MS Outlook, provides valuable sales performance insights in real-time. It helps sales people to stay focused on achieving their goals and gives transparency and control to the management. Explore the sales pipeline chart Create account or opportunity based charts Choose from a set of more than 20 different chart types to measure your performance 25 UNIQUE PIPELINER BENEFITS 11 Pipeline enlarge to see more details k e y b e n e f i t Out-Of-The-Box Sales Optimized Management Reports Management reports once more make Pipeliner an excellent sales application. Reports that deliver accurate sales forecasts on which you can immediately act. Create reports by sales rep or product Filter any data shown in reports Export reports into Excel Print reports into PDF 25 UNIQUE PIPELINER BENEFITS 12 Pipeline filter records k e y b e n e f i t Hit-Rate Manager Create activity-based sales management performance reports. All activities are measured and compared within a specific time frame. Define your own sales activities Track the activities made by your sales team Create activity-based reports by owner or sales team Save activity-based reports to PDF files 25 UNIQUE PIPELINER BENEFITS 13 Pipeline print report into PDF k e y b e n e f i t Out-Of-The-Box Opportunity History Log This function logs all of the changes applied to your data in detail. The team manager can set a time frame and moni- tor what his sales team has been working on within that set period of time. Track each activity made on an opportunity, an account, a contact or a lead Filter any data shown in history Save opportunity history logs to PDF files 25 UNIQUE PIPELINER BENEFITS 14 Pipeline track your history k e y b e n e f i t Sales Pipeline Archive Sales pipeline archive shows all closed opportunities, in the same visual manner to analyze in which sales steps you lose and why. You are also able to restore any lost opportunity back into the pipeline. Arrange opportunities by closing date or value Group opportunities by owner or sales team Filter opportunities by product or ranking 25 UNIQUE PIPELINER BENEFITS 15 Pipeline count of your opportunities in sales step k e y b e n e f i t Sales Dynamic Target Dynamic sales targets make Pipeliner an excellent sales application that delivers accurate sales forecasts you can im- mediately act upon. With one view on weighted, un-weighted and real target you can see the status quo of your sales performance. This allows you to analyze different scenarios in order to focus your efforts to the most promising activities. Set your sales target for a specific period Get an instant overview of your sales pipeline value 25 UNIQUE PIPELINER BENEFITS 16 Settings set your sales goal k e y b e n e f i t Instant On-The-Fly Filtering of All Your Data Pipeliner offers ad hoc filter that apply throughout you data. Once set you can save the settings and use it at any time by applying the saved filter. But what makes this function really unique is that the same filter can be applied to all your data, no matter if you look at accounts, contacts, opportunities or reports. One set of filter criteria is used to filter all your data Filter on custom fields Apply the same filter to all views 25 UNIQUE PIPELINER BENEFITS 17 Settings search for an opportunity k e y b e n e f i t Sales Step Documents Pipeliner allows you to store template documents that apply to a specific sales step. These documents can be stored directly to the corresponding sales step as so called sales step documents. Once you need to create a specific document, you will find the correct template at the top of the sales step. The individual document you've just created can then be directly attached to the opportunity You can attach documents also to leads, accounts and contacts Using the MS Outlook Integration you can upload your email s content including attachments to Leads, Opportunities, Accounts and Contacts 25 UNIQUE PIPELINER BENEFITS 18 Settings follow your sales methodology k e y b e n e f i t Notes Management Pin general or individual notes as you like to stay always on top of information. General notes are related to general pipeline issues; while individual notes are customized to selected opportunities and leads. Write and pin notes related to the opportunity or lead Create and pin general notes Drag & drop notes all along your pipeliner screen to the spot you like 25 UNIQUE PIPELINER BENEFITS 19 Settings pin any note you need k e y b e n e f i t SharePoint Integration Access your Microsoft SharePoint library directly from Pipeliner. It makes administration, organization and collaboration on your documents easy and intuitive. Integrate your Office 365 libraries Link any of your documents from SharePoint to your Pipeliner data Update SharePoint document via Pipeliner using the Microsoft Office integration to edit files directly in Word, Excel or PowerPoint 25 UNIQUE PIPELINER BENEFITS 20 Settings link your documents from SharePoint k e y b e n e f i t Template Designer With the Pipeliner template designer, we are giving you the freedom of choice. Customize Pipeliner exactly to your needs by adding any type of data to your Pipeliner forms in order to track Pipeline milestones, gather strategic sales data and key performance measures. Ensure that you and your team speak the same language, when it comes to communicating your sales process. Bring your custom fields into Pipeliner Rename or replace fields you do not use Rearrange fields within the Pipeliner data forms of Opportunities, Leads, Accounts and Contacts 25 UNIQUE PIPELINER BENEFITS 21 Customization customize Pipeliner forms & fields k e y b e n e f i t Advanced Product Clusters Products and services can be set-up directly in the customer portal. Each product or service can be directly assigned to an opportunity. Using the filter functionality described in key benefit No. 15 you are for example able to select all opportunities that relate to a specific product and affects also the management reports precise reporting on all levels. Products or services can be structured hierarchically. Create your own product hierarchy Filter the opportunities by products Run product based reports and export them into excel 25 UNIQUE PIPELINER BENEFITS 22 Customization assign the opportunity to the product k e y b e n e f i t User Role Management With Pipeliner, you can create and dene your customized permission rights for every account, user, opportunity or any dimension you need. Create, define and maintain all Pipeliner permission rights Set security roles for all Pipeliner users Apply access rights for all features and fields within Pipeliner 25 UNIQUE PIPELINER BENEFITS 23 Customization define role-based permissions k e y b e n e f i t Multiple Pipelines You can use Pipeliner as a multitenant system by creating multiple pipelines that you are able to access with the same user id. Switching between these pipelines is easy and provides all the information you need, even if you are responsible for more than one sales organization. Open and work on more than one team pipeline Set the security rights differently for every team pipeline 25 UNIQUE PIPELINER BENEFITS 24 Customization switch your pipeline k e y b e n e f i t Mobile Solutions Now you can take account/contact-, lead- and opportunity management on the road. Create, view and edit key customer and prospect information, take notes, schedule meetings, complete activities, update opportunities and more, wherever you go. 25 UNIQUE PIPELINER BENEFITS 25 Integration one tap is all it takes to synchronize your devices k e y b e n e f i t Sales Oriented Integration to Outlook Empower your sales performance using the free of charge MS Outlook add-in. Synchronize your contacts, meetings, tasks, create leads or transfer email attachments to Pipeliner by using the MS Outlook integration. Attaching emails to Pipelin- er data helps you to keep relevant customer communication organized. All members of your sales team are, based on access rights, able to view this information. Synchronize your contacts between MS Outlook and Pipeliner Create leads directly in MS Outlook out of an inquiry e-mail from one of your customers or prospects Save e-mail communication or documents as an attachment to Pipeliner data 25 UNIQUE PIPELINER BENEFITS 26 Integration sync your Outlook with Pipeliner k e y b e n e f i t Out-Of-The-Box Offline & Sync Capabilities Being an enterprise level CRM solution, Pipeliner is out of the box capable of working offline. The synchronization as part of the unique Pipeliner system architecture is a key feature that enables you to work offline, without any restrictions. Pipeliner combines the speed and the reliability of a stan- dalone application with the security, low cost of deployment and accessibility of a sales application hosted in the Cloud. Work on your sales targets anywhere and anytime Synchronize your data with your team members 25 UNIQUE PIPELINER BENEFITS 27 Integration s y n c y o u r data i nto th e c lo u d



About Richard_Young

Managing Director of UK & Ireland for Pipeliner Sales CRM: • Establishing presence for Pipeliner Sales CRM in the UK • Engaging with press, analysts and key influencers • Driving sales • Building a partner channel • Ensuring the channel is engaged and amplifying Nimble’s message • Providing high level account management to key customers • Providing feedback & product enhancement requests for the UK & Ireland region Previously I’ve advised companies from large blue chip house hold names all the way down to SMB outfits. This has included advising on the strategic direction of the companies CRM & ITSM policies and often expanding into a consultation around generic IT technologies applied to the sales, marketing and operational requirements. Here is a list of a few companies I’ve worked with: HP, American Express, Bank of America, The Economist Group, WPP Group, United Utilities, Wolters Kluwer, Health Protection Agency (HPA),LEX Vehicle Leasing ING Lease, The Met Office, Portakabin Fish4, Leatherhead Food & Research I’ve established 3 start-ups, 2 are still going concerns and 1 was sold launch on the FTSE AIM index. The awards won by these companies whilst I’ve been the managing director include: Global CRM Partner of the Year, International Partner of the Year, Service Management (ITSM) Partner of the Year, Technical Innovator of the Year, consistently being a top producer (top 3) for FrontRange Solutions as well as being a top tier partner for Sage Group. Specialties:Helping SMB establish in the UK as well as working with larger blue chip organizations to improve sales, customer retention and customer service. Blend of business and technology orientated perspective for problem resolution. Technology Innovations and applied technology to the business environment with an eye on commercials. Problem solving and strategy leadership.


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