Sales Process

Introducing Pipeliner CRM Universals - Deep and Powerful Sales Performance Insights

Introducing Pipeliner CRM Universals - Deep and Powerful Sales Performance Insights

From the beginning, a primary goal for any CRM application has been efficient management of sales performance. It has also been a desire of individual team members to evaluate their own performance.

With its original release of Performance Insights, Pipeliner CRM well surpassed this functionality which has, in traditional CRM applications, proven overly complex and unwieldy. We introduced the ability for reps and sales units to be visually compared for a specified time period, with one or more KPIs, instant “click to detail” analysis and more.

The Sales Pipeline Revealed

The Sales Pipeline Revealed

A sales pipeline describes an approach to selling, founded on the underlying principles of the sales process. It describes the individual steps salespeople take from initial contact with a potential customer, or prospect, to qualifying that prospect into a lead, and further validating that lead into a sales opportunity followed through the different stages until closed.