Pipeliner 13.3.2

Pipeliner Full Download Summary

User Rating: 2.3 (24 votes)

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Pipeliner 13.3.2 Full Description

Pipeliner is an innovative sales application that enables you, and your sales organization, to gain the necessary competitive edge in sales to win more deals with greater ease. It combines powerful sales productivity tools, a sales process based framework utilizing key components that all winning sales approaches have in common, and effective team collaboration features that help you work smarter. Together these elements help guide you through the process of selling like the pros, making it easier to close even bigger deals.

Maximize Opportunities by standardizing your Sales Process, with sales tools, guides & templates that help you keep deals moving forward. From qualifying, to bringing deals to a consistent close; explore how Managing Opportunities with pipeliner helps maximize your business potential.

Manage Contacts & Accounts with ease using Address Book; you can integrate contact details seamlessly with Microsoft Outlook or any CRM application. Chart your prospects organization, identify decision makers to best align your proposals. See how insightful Contact Management can be.

Easily record, follow up and convert your Leads into actionable opportunities. Assign leads to Campaigns and develop qualifying criteria for your prospects before committing sales resources. Learn how to convert more leads into paying customers with intuitive Lead Management.

Manage all tasks and activities associated with each opportunity. Set Reminders, schedule Appointments, create, share and delegate Tasks with your sales team. Comfortably accessible from within the Opportunity Control Panel; manage and share activities with p-Connect effectively.

Communicate, Interact and Share with your team at the push of a button. Keep everyone on the same page. Manage members, territories, create sales reports, align Sales Process specific strategies and best practices along the way. Learn how pipeliner can enable your sales team to reach new heights in sales Productivity. Find out how affordable collaborating on the team Cloud can be; get started managing your sales team effectively today!

FEATURES:

Pipeline:
· At the centre of the application is the pipeline, which visualises the entire sales cycle and in which a sales rep’s opportunities are clearly displayed in each phase, through to the close.

Dashboard:
· This special feature of pipeliner enables efficient reporting, which can be viewed at a glance. The key figures describing the success of individual sales reps, entire departments or countries are visualised in the dashboard and available at the press of a button.

Address book:
· Besides the integration of all accounts and the entry of private as well as business-related contacts, individual evaluations of individual persons can also be made and organigrams produced directly from the data contained in the address book.

Management reports:
· In addition to the quick overview in the dashboard, the management reports offer detailed reports in list form. These reports enable in-depth comparisons, evaluations and statistics, and can be imported into Excel for further processing.

Archive:
· Each close can not only be “saved” in the archive, but also reactivated at any time and fully reintegrated into the pipeline as a further opportunity.

Individual adjustments:
· Adjustments can be made in pipeliner to suit each company and its sales structure – this allows the separate stages of the sales cycle to be individually set up. The system adjusts to the existing structure in the company and the sales department – not the other way round.

Release notes:

New Release
Pipeliner CRM Hybrid edition - we've changed the icon to include the label Hybrid to differentiate it from our upcoming web-based Pipeliner CRM version.
Fixes and speed improvements on Navigator. You should see navigator to load much faster.
Update to the SharePoint integration to unify the approach of loading documents within the documents window i.e. load documents per folder.
Other small bug fixes.
[ Pipeliner full changelog ]
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