- Visualize Your Sales Process
- Accurately Forecast Oppty's
- Manage Leads & Contacts
- Dynamic Social Features
★ Built by professional salespeople for professional salespeople, Pipeliner CRM uses a proprietary visual tool that engages salespeople with their prospects and customers and prioritizes the activities that help salespeople close deals.
★ We created an eye-catching, customizable representation of your pipeline -- because, A picture of your sales target is worth 1,000 spreadsheets.
★ Your sales team works together -- no one person on the team is an island. So why buy into a CRM that forces everyone into data-entry hell? We bring the insight of your entire team to the forefront for collaborative success.
★ Many CRM's fail at the most crucial aspect of the job: Providing a better sales process. With Pipeliner CRM, your team gets more organized, wins more deals and you reduce risk (while improving forecasts) -- All critical factors in your CRM investment!
★ We speak Social. Part of where business is done is across social channels-- and Pipeliner CRM has you covered for prospecting, profiling, tracking and engaging across all major social channels.
- Create a new contact, account, or lead from Marketo to Pipeliner.
- If the record exists in Pipeliner, the app updates system and custom fields in Pipeliner. Especially useful for the return visitors to a website when the company is asking for additional information.
- Insert and automatically update Marketo fields and data to existing system or custom fields currently in Pipeliner, e.g.: Marketo lead score, profile page, website, email address, address, custom fields (# of employees, size of company, etc.