Pipeliner key benefits-v6-0

30 Pipeliner CRM Benefits
www.pipelinersales.com

Pipeliner originally was designed as a tool for sales empowerment. With its newest release Pipe-
liner 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 methodol-
ogy. 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 require-
ments 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 Pipeline Velocity
Sales-based navigation menu
Team lead management
Intuitive drag & drop leads to opportunity qualification
Complete account management
Social Media CRM
Buying center visualization
Activities linked to the opportunity
Timeline view
Sales optimized dashboard graphs
Sales optimized management reports
Hit-Rate manager
Out-of-the-box opportunity history log
Sales pipeline archive
Settings
Sales dynamic target
Instant on-the-fly filtering of all your data
Sales opportunity document methodology
Notes management
Improved Document Management
CRM Apps Marketplace
Customization
Template designer
Advanced product clusters
User role management
Multiple pipelines
Website Services
Auto Calculated Fields
Integration
Mobile solutions
Sales oriented integration to Outlook
Out-of-the-box offline solution
30 UNIQUE PIPELINER BENEFITS
2www.pipelinersales.com
30Pipeliner CRM Benefits
SHARE THIS BENEFITS:

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
3Pipeline
keybenefit
drag & drop
the opportunity

Sales Pipeline Velocity
With Pipeliner, you can now track the number of days an oppor-
tunity has remained in any given sales step.
Monitor the Age of Your Opportunities
Effectively Reduce Your Sales Cycle
Maintain the Quality Pipeline
4Pipeline
keybenefit
set the warning notifications

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
5Pipeline
keybenefit
reach all
the sales tools you need

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
6Pipeline
keybenefit
manage your leads
in lead pool

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
7Pipeline
keybenefit
qualify lead from lead list

Full-Blown Account Management
Qualify and classify your accounts according to your preferenc-
es. Get all useful information about opened opportunities, activi-
ties, 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
8Pipeline
keybenefit
track your customer relationship

Social Media CRM
Acknowledging the ongoing importance of Social to the sell-
ing process, we’ve blended social features into sales workflow.
In Phase 1, we’ve connected Pipeliner CRM with Twitter, Face-
book, LinkedIn, and Google+. You can see and interact with your
contacts and accounts in social environments.
Twitter: Search, follow, retweet, favorite
LinkedIn: Search, view profile, connect, see feeds,
see connections
Facebook: Search, Friend and Like, view posts
Google+: Search, view profile, add to Circles, comment,
share, and +1
9Pipeline
keybenefit
interact with your contacts over social media

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
10Pipeline
keybenefit
create account’s hierarchy

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 in-
ternal 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
11Pipeline
keybenefit
manage your tasks and appointments

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
12Pipeline
keybenefit
drag the timeline

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
13Pipeline
keybenefit
enlarge to see more details

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
14Pipeline
keybenefit
filter records

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
15Pipeline
keybenefit
print report into PDF

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 monitor 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
16Pipeline
keybenefit
track your history

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
17Pipeline
keybenefit
count of your opportunities
in sales step

Sales Dynamic Target
Dynamic sales targets make Pipeliner an excellent sales appli-
cation that delivers accurate sales forecasts you can immedi-
ately 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
18
keybenefit
Settings
setyoursalesgoal

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
19
keybenefit
Settings
search for an opportunity

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
20
keybenefit
Settings
follow your sales methodology

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 oppor-
tunities 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
21
keybenefit
Settings
SHARE THIS BENEFITS: pin any note you need

Improved Document
Management
It’s important to collaborate on your sales documents within your
sales team. These set of new crm tools for sales in Pipeliner lets
you collaborate with your sales team on documents and docu-
ment your sales best practices to drive your sales effort.
MS SharePoint Integration
Dropbox App
Google Drive App
MS Office Integration
22
keybenefit
Settings
manage your attachment settings

CRM Apps Marketplace
Integrate your favorite sales tools and Mobile CRM Apps. Con-
nect the productivity applications you already use or extend the
Pipeline Customer Relationship Management Software with
Mobile & iPad CRM Apps, your business can benefit from.
Productivity CRM Apps
Marketing Tools
Other Great Tools You Already Use
23
keybenefit
Settings
connect your favorite tool

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
24
keybenefit
Customization
customize Pipeliner forms & fields

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
keybenefit
Customization
assign the opportunity to the product

User Role Management
With Pipeliner, you can create and deﬁne your customized per-
mission rights for every account, user, opportunity or any dimen-
sion 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
26
keybenefit
Customization
define role-based permissions

Multiple Pipelines
You can use Pipeliner as a multitenant system by creating multi-
ple 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.
27
keybenefit
Customization
switch your pipeline

Website Services
You can connect any webpage (or photo, video, or data list) from
an external website to a contact, account, or opportunity record.
Add your favorite sites – e.g., maps, search engines, financial
sites – and have immediate access to information you need from
within your Pipeliner CRM screen. For instance:
Display industry intelligence information (e.g. D&B, BBB,
Crunchbase, etc).
View Mapquest directions or Yahoo! Maps for customer
location
View online shipping/billing information (e.g. UPS tracking)
28
keybenefit
Customization
bring web data into Pipeliner

Auto Calculated Fields
The ability to set up custom “smart fields” to help with opportu-
nity scoring (and other sales and marketing efforts) is an impres-
sive new capability for users who are tech savvy and familiar
with rules engine theory. These drag-and-drop fields support
dynamic ways to guide number-based metrics (e.g., customer
ratings might be used to drive effective drip campaigns).
29
keybenefit
Customization
use autocalculation formula

Mobile Solutions
Now you can take account/contact-, lead- and opportunity man-
agement 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.
30
keybenefit
Integration
one tap is all it takes to
synchronize your devices

Sales Oriented Integration to
Outlook
Empower your sales performance using the free of charge MS
Outlook add-in. Synchronize your contacts, meetings, tasks, cre-
ate leads or transfer email attachments to Pipeliner by using the
MS Outlook integration. Attaching emails to Pipeliner 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
31
keybenefit
Integration
sync your Outlook with Pipeliner

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 standalone applica-
tion 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
32
keybenefit
Integration
sync your data into the cloud

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