Pipeliner

What is Pipeliner?

Pipeliner CRM is a revolutionary sales tool that puts the salesperson first. With its unique and engaging interface, Pipeliner stands out as a CRM like no other. It offers AI assistance that provides real benefits for salespeople, making it easy to manage any sales process. Pipeliner also boasts the first true reporting business analytics tool embedded in a CRM, delivering comprehensive pipeline management and eliminating the need for most 3rd party tools.

What sets Pipeliner apart is its fast and affordable implementation, with amazing cost reductions for businesses. Unlike other CRM systems, Pipeliner does not require a dedicated certified administrator, saving businesses valuable resources. With the fastest ROI and lowest TCO in the market, Pipeliner CRM truly delivers on its promise of driving sales success.

Pipeliner CRM is the heartbeat of every company, offering trusted leadership and real value for its users. With a focus on innovation, rapid deployment, and complete flexibility in customization, Pipeliner ensures that businesses can seamlessly integrate with their critical systems. The platform's handshake means winning together, fostering fair negotiations and building long-lasting client relationships that stand the test of time.

Experience the difference with Pipeliner CRM, a sales enterprise solution that puts you at the center of your sales process. Intuitive, visual, and focus-driven, Pipeliner provides an engaging experience for sales teams to grow their business and showcase their value. With features like automated workflows, personalized views, and AI-powered assistants, Pipeliner empowers sales teams to achieve their goals and drive revenue growth.

Pipeliner CRM is not just a tool for sales management; it's a game-changer for sales teams. With features like advanced forecasting, color-coded flags, and automated approval processes, Pipeliner simplifies complex sales processes and streamlines decision-making. Sales teams can benefit from personalized goal tracking, instant commission tracking, and one-click communication options, making it easier to close deals and drive revenue.

How to Use Pipeliner?

Step 1: Registration and Basic Setup

• Visit Pipeliner's homepage at pipelinersales.com.
• Click on the 'Try For Free' button to start your free trial.
• Fill in the required details such as your name, email, and company information.
• Check your email for a confirmation link from Pipeliner and click on it to verify your account.
• Log in to Pipeliner using the credentials you set during registration.

Step 2: Navigating the Dashboard

• Once logged in, you will be directed to Pipeliner's main dashboard.
• Familiarize yourself with the key sections such as 'Products', 'Pricing', 'Customers', 'Resource Center', 'Company', and 'Support'.
• Locate the 'Search' bar at the top to find specific information quickly.
• Notice the bottom navigation framework that helps in focusing on key data.

Step 3: Setting Up Your Sales Pipeline

• Navigate to the 'Pipeline' section from the main dashboard.
• Click on the 'Add New Pipeline' button.
• Set up different sales stages according to your sales process (e.g., Lead, Contacted, Proposal, Closed).
• Customize each stage by adding relevant fields and criteria.
• Click 'Save' to finalize your pipeline setup.

Step 4: Adding and Managing Accounts and Contacts

• Go to the 'Accounts' section in Pipeliner.
• Click on 'Add New Account' to input customer information such as name, address, and contact details.
• Switch to the 'Contacts' tab to add individual contacts within the accounts.
• Fill out relevant details like the name, email, phone number, and role of each contact.
• Use the 'Save' button to store the new account and contact information.

Step 5: Automating Workflows with Automatizer

• Navigate to the 'Automatizer' tool within Pipeliner.
• Click 'Create New Workflow' to start building your automated processes.
• Define conditions and triggers for various sales activities (e.g., email reminders, status changes).
• Use the point-and-click interface to design the workflow without the need for coding.
• Click 'Activate' to enable the workflow.

Step 6: Customizing User Interfaces and Profiles

• Go to the 'Power Panel' in the bottom navigation frame.
• Modify the items you wish to see in your current view, such as roles, target types, and sales units.
• Set up and change user profiles to match different roles within your team.
• Use filtering and sharing options to control data visibility and accessibility.
• Save changes to apply your customized settings.

Step 7: Utilizing AI and Automation Features

• Explore the AI-powered assistant to get insights and recommendations.
• Use the voice-to-text transcription feature enriched with AI to input notes without typing.
• Set personalized goals and track them in real-time using the AI features.
• Identify trends and forecast future sales using the advanced analytics tool in Pipeliner.

Step 8: Report Generation and Analysis

• Access the 'Reports' section from the main dashboard.
• Choose from a variety of report templates such as sales performance, pipeline status, and forecasting.
• Customize reports by filtering data based on specific criteria.
• Schedule automatic reports to be generated and sent to your email at regular intervals.
• Analyze the report data to make informed decisions about your sales strategies.

Step 9: Integrating with Other Systems

• Go to the 'Integration' section from Pipeliner's main menu.
• Choose from hundreds of out-of-the-box integrations such as Google Suite and Microsoft Suite.
• Follow the prompts to connect each integration, providing necessary authentication details where required.
• Test each integrated system to ensure that data flows seamlessly between Pipeliner and the third-party tools.
• Save your settings to activate the integrations.

Pipeliner Features

Feature 1: Unique and Comprehensive Pipeline Management

The pipeline management feature in Pipeliner CRM is a unique and comprehensive tool that allows users to visually represent the stage prospects are in the sales process. This feature enables sales teams to track and manage all their deals in one place, providing a clear overview of the sales pipeline at any given time.

Function Detail

• Users can easily move prospects from one stage to another, update deal information, and set follow-up tasks directly within the pipeline view.
• Customizable pipeline stages allow for flexibility in adapting the sales process to specific business needs and workflows.
• The pipeline management feature also includes advanced filtering options to quickly access specific deals or segments of the pipeline for targeted analysis.

Feature 2: AI-Powered Sales Assistance

Pipeliner CRM incorporates AI-powered sales assistance to provide real benefits for salespeople. This feature utilizes artificial intelligence to offer valuable insights, recommendations, and automation capabilities to enhance the sales process.

Function Detail

• AI algorithms analyze data to identify patterns, trends, and opportunities, assisting sales reps in prioritizing leads and optimizing their sales strategy.
• The AI-powered assistant can generate personalized recommendations for next steps, based on historical data and customer interactions.
• Automation features streamline repetitive tasks, such as data entry and follow-up reminders, freeing up time for sales professionals to focus on building relationships and closing deals.

Feature 3: Advanced Reporting and Business Analytics

Pipeliner CRM offers the first true reporting business analytics tool embedded within a CRM system. This feature empowers users to gain deep insights into sales performance, trends, and key metrics, enabling data-driven decision-making and strategic planning.

Function Detail

• Users can generate customized reports with various data visualization options, such as charts, graphs, and dashboards, to monitor KPIs and track progress over time.
• Advanced analytics tools provide predictive capabilities, allowing sales teams to forecast trends, anticipate customer needs, and optimize sales strategies.
• The reporting feature offers real-time updates and alerts, ensuring that sales reps have access to the most up-to-date information for strategic decision-making.

Pipeliner Frequently Asked Questions