Pipeliner CRM

Pipeliner CRM is a vastly different approach to CRM; instead of weighing salespeople down with administration with little to no return in value, Pipeliner actually empowers salespeople. Reps end up loving it, and using it--to their considerable benefit. For sales management, Pipeliner CRM can be a dream come true. Many sales managers spend most of their time chasing up sales numbers--simply because the right figures aren't immediately available through CRM. With Pipeliner, needed data is only a few clicks away--no need to be calling, emailing or personally chasing up salespeople to get their figures. For all users Pipeliner CRM is Instant Intelligence--Visualized.

What is new in this release:

Version 9.1.1 improves Navigator Dashboard, adds Forecast Report and Dynamic Dropdowns.

What is new in version 8.5:

Sales Performance Insights: The facility to comprehensively yet easily view key performance indicators, compare reps one to the other, and view performance of overall team members. Likewise, individual team members can evaluate their own performance and see how they are measuring up. Multiple KPIs in Target View: Pipeliner's Target Feature is already one of the most unique features in the CRM industry, consistently making visible the current target, right from the Pipeline View. With Arithmetica, the target feature is expanded so that it can be used well beyond simply opportunity value. You can base the target on virtually any KPI based on numeric based counts. You can also now compare one performance period with another, right within the target. Bubble Chart View: Pipeliner's unique Timeline feature has now been expanded into 3 dimensions: Opportunities arranged along the timeline are now visually sized based on value. New Timeline functionality also includes the capacity to drag-and-drop an opportunity to change the Pipeliner stage, and to drag-and-drop an opportunity to change the opportunity closing date.

What is new in version 7.5.7:

Multiple Pipes: The Sales Organization, Revealed Sales organizations have long struggled with systematizing their segments: territories, splits (inside / outside sales), and even sales situations (pre/post-sales, renewals and account expansions). No more. With Pipeliner CRM, you see it all. Every part of your sales organization is laid out before you. Now you can switch seamlessly between pipe views-- using the same shared database!

The Smart Org Chart Maps Accounts and Contacts Automatically All of your accounts and contacts are fully mapped in our new feature -- The Smart Org Chart. You decide who and what to "pin" from the Org Chart to the Buying Center (another valuable view of your buyer's hierarchy for any Opportunity). Remember, you can pin "one to many with any" -- and set a Primary Contact -- a uniquely powerful capability. Easy Print option (and formatting) for Org Chart views. Imagine -- you are now visually orienting your sales process -- from creation through close.

Rich Reports -- 1 Click Away Pipeliner does the heavy lifting for you when it comes to Management Reports. Now, in addition to the pre-filled reports Dashboard, we've added a 'New Report' button to other views throughout the application. Want a Management Report on exactly what you've currently filtered in the Pipeline? Got it. Need a Management Report on the Activities of the sales rep you're reviewing? Got it. Building a Management Report on closed deals this month? Already done. *Note: Reports can also be Starred and Saved for consistent use. These tools will help make you a better manager... Without all the extra work.

What is new in version 7.1:

Version 7.1:

• Amazing 'Buying Center' let's you map the Companies you sell into, visually.
• 1-to-Many with Any enables you to construct real-world Account / Contact associations
• Fast, powerful Pipeline reporting and organizational tools
• Social channels are now native to the Pipeliner Sales Process
• 2-way sync with Google Apps and Outlook
• Add custom web pages to your Pipeliner
• Lead scoring; Calculated fields
• Upgraded mobile app

Requirements:

Adobe AIR 3.2 and higher

Limitations:

30-day trial