Pipeliner CRM
Pipelinersales CorporationReviews from AWS customer
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I recommend Pipeliner
What do you like best about the product?
The relationship between contacts, accounts, related accounts is fantastic and with Pipeliner I can see everything in one place.
It is not overwhelming and complex from the start as many other tools are and it is simple to track your sales opportunities, make reports and forecasts.
it is really user-friendly and the drag and drop function is really useful.
Feeds module help the company to improve team collaboration and social media sync help your sale agents to know better consumer.
I would recommend this product to anyone.
It is not overwhelming and complex from the start as many other tools are and it is simple to track your sales opportunities, make reports and forecasts.
it is really user-friendly and the drag and drop function is really useful.
Feeds module help the company to improve team collaboration and social media sync help your sale agents to know better consumer.
I would recommend this product to anyone.
What do you dislike about the product?
maybe the price for our market was to high but now they have changed it and is really better
What problems is the product solving and how is that benefiting you?
Control my pipeline
Pipeliner is the best visual process CRM on the market!!!
What do you like best about the product?
Pipeliner is the best visual CRM software that offers a defined process workflow for your sales team. We love the ease of use and intuitiveness. Pipeliner was clearly designed by a salesperson for sales teams. We love the process ease of use so much we are implementing it to manage other systems as well.
What do you dislike about the product?
While I love it all I would like a few more functionalities such as; email templates for each sales steps along with calendar syncing. I'm sure Pipeliner has that in the works and am excited to check it out!
What problems is the product solving and how is that benefiting you?
Sales systems and process to manage lead generation, sales processes along with account management. We love the visual process representation so much we are using Pipeliner to manage our accounts and other systems. It is truly the best platform on the market to collaborate with your sales team on various sales pipelines.
Recommendations to others considering the product:
Chat with your sales rep and the support team about your system and sales process so they can guide you on how to customize the system to fit your business needs. I am continually impressed by the ease of use for technology users of broad ranges.
Pipeliner CRM
What do you like best about the product?
We use Pipeliner for both customer management ad sales management and analytics. From a sales professionals point of view, the software is very easy to use with color and multiple layouts so they can choose how they would like to see their data
1. Simple and aesthetically appealing interface
2. Extensive analytics for sales professionals and all levels of management
3. Multiple pipelines allow for multiple sales processes in one database
4. Quick and knowledgeable support from pre-sales, set-up and tech support (if it is even needed)
5. Secure and stable - complies with EU safe harbor rules
1. Simple and aesthetically appealing interface
2. Extensive analytics for sales professionals and all levels of management
3. Multiple pipelines allow for multiple sales processes in one database
4. Quick and knowledgeable support from pre-sales, set-up and tech support (if it is even needed)
5. Secure and stable - complies with EU safe harbor rules
What do you dislike about the product?
Pipeliner gives you so many options to see your data, to analyze your data that you need to think strategically and do the customer set-up. Otherwise, one can loose track of time in the amount of data you can analyze.
What problems is the product solving and how is that benefiting you?
Customer Management, Sales Analytics, Process Management
Better organized, better understanding of the impact of activities and better analytics throughout the sales process.
Better organized, better understanding of the impact of activities and better analytics throughout the sales process.
Recommendations to others considering the product:
Before starting your trial, understand your sales process(es) and the analytics you want to gain from the system. If you set it up correctly (if you understand what you want to get from it), Pipeliner is a powerful sales coaching tool too.
Loving using Pipeliner
What do you like best about the product?
I love the easy way to move leads to qualifying opportunities and then to move around within the Pipeline itself.
I love the way the screen looks and the impact it has during meetings - especially using Navigator. I also love the easy way to filter management reports. It has changed the way we record our opportunities and changed the way we prioritise our leads and followup.
I love the way the screen looks and the impact it has during meetings - especially using Navigator. I also love the easy way to filter management reports. It has changed the way we record our opportunities and changed the way we prioritise our leads and followup.
What do you dislike about the product?
I haven't found anything to dislike yet, which is encouraging, and with each new Pipeliner update there are more and more enhanced features.
What problems is the product solving and how is that benefiting you?
Our problems were having a decent Pipeline reporting tool which showed us all activity happening across our region - cold and warm leads and monitoring our ongoing activity.
Using Pipeliner gives us greater visibility, by person, by sector, by campaigns we are running and helps us to keep on top of all our tracking.
Using Pipeliner gives us greater visibility, by person, by sector, by campaigns we are running and helps us to keep on top of all our tracking.
More than CRM: Pipeliner Accelerates Sales and Business Insights Improve Performance
What do you like best about the product?
Pipeliner CRM keeps sales reps focused on moving Opportunities through the Pipeline to close faster. The Buying Center view enables visualizing complex sales relationships, roles, and level of influence in each Opportunity, including business partner and competitor relationships. The social listening tools allow social media posts to be visible inside the Activity Stream of Accounts, Contacts, and/or Opportunities. Tight integration with Outlook, Office, SharePoint, Google Apps for Work, Dropbox, Box, and a multitude of other applications allows Pipeliner to fit into any organization's technology plan. The Sales Navigator and the extremely powerful, easy to use Reporting system provides drill-down capabilities makes creating complex reports like pivot tables a breeze and turns them into a user interface to navigate the system.
What do you dislike about the product?
What's not to like? Great mobile apps, offline capabilities with rock-solid synchronization, the best mobile apps I've used, and much more. The list goes on and on. This is a software tool that really does help sales reps earn bigger paychecks and sales managers coach their teams to new levels of performance.
What problems is the product solving and how is that benefiting you?
Sales velocity, business agility, and sales data analysis are the primary business benefits in addition to users loving the system because it keeps them focused on high value activities. We use Pipeliner for Lead follow up and managing different sales pipelines for multiple products and services. Pipeliner enables my company to implement the best practices and processes for selling multiple products and services. Pipeliner allows us to easily create separate pipelines with separate workflows for different types of sales. We can quickly adjust our process with different stages, steps, activities, fields, documents, and sales tools to guide users through any of our processes at every step. In addition to enabling us to implement guided selling processes, Pipeliner allows us to define the optimal duration of activities and steps to keep every deal moving forward on schedule and notifies us of bottlenecks. Pipeliner shows us deals that are stuck so we can investigate and get them moving forward. The forecasting and reporting features plus the wealth of views and tools to visualize our sales information in a variety of ways are so powerful and easy to use it's like having a complete business intelligence system at our fingertips but without any of the cost or complexity of implementing one.
Recommendations to others considering the product:
If your goal in reviewing CRM software includes increasing user adoption, increasing sales rep productivity, accelerating sales velocity, real-time forecasting, and enabling proactive sales coaching then you should request a demo or attend a webinar. After viewing the demo or webinar then sign up for a free trial. The main reason to take this approach is because the trial is an empty system that enables you work with your own data and start setting up your system that you can then convert into a live system. A Pipeliner demo or webinar is the best way to quickly see how powerful this system really is because the most compelling features lie in the many ways to view and use the data stored within Pipeliner to make business decisions based on facts and not guesswork.
Pipeliner CRM Navigator – Where a salesperson starts their day.
What do you like best about the product?
The new Navigator feature is by far one of the best new features added to Pipeliner. This is their dashboard where you can see where you stand against your goal, who you need to call or email, what accounts have not been contacted in a while etc. This helps take the guess work out of who should I call today and why.
What do you dislike about the product?
Mobile app is a bit limited right now. However, the new app should be out in 2-4 weeks which will add a new look and a bunch of new features.
What problems is the product solving and how is that benefiting you?
Pipeliner is an amazing visual CRM system that marries ease of use with a powerful sales tool. I love that you are able to visually get a pulse of what your sales pipeline looks like. What’s even better now is the addition of Navigator. Navigator is a salesperson’s launching pad where they get a pulse of what activities need to be completed, where they stand against their quota goal, what accounts they should be contacting etc. This makes Pipeliner an integral part to a salesperson success.
If you will like the process of selling then you'll love pipeliner.
What do you like best about the product?
Pipeliner is very fast and intuitive to use.
Billed as the world's most visual CRM, pipeliner is a sales system designed by salespeople - for sales people focused on achieving sales.
The system works, work the system.
I invested over three days last year downloading CRM demos, getting CRM demo logins, and being evermore frustrated by what I found.
Most of the CRM is logged that were immediately dismissed as to fiddly and bitty.
Have you ever tried to use a database created by someone who has never sold anything? Exactly.
I wish I found pipeliner first. I could have made some sales with the extra 2 3/4 days…
Billed as the world's most visual CRM, pipeliner is a sales system designed by salespeople - for sales people focused on achieving sales.
The system works, work the system.
I invested over three days last year downloading CRM demos, getting CRM demo logins, and being evermore frustrated by what I found.
Most of the CRM is logged that were immediately dismissed as to fiddly and bitty.
Have you ever tried to use a database created by someone who has never sold anything? Exactly.
I wish I found pipeliner first. I could have made some sales with the extra 2 3/4 days…
What do you dislike about the product?
Pipeliner is constantly adding new features. This may make some people uncomfortable as a new features are being added every couple of weeks.
What problems is the product solving and how is that benefiting you?
Pipeliner has a very visual way of presenting your information and can easily be configured to match your selling style.
Recommendations to others considering the product:
I have gotten almost immediate email response from their customer support.
Great Investment
What do you like best about the product?
Great use for pipeline development. I use this as a Government Contractor to identify and win new business and keep track of potential customers. There are so many beneficial features to speak of, you have to try it to understand. Its easy to use once you get the hang of it. Can be accessed on or offline. Dashboards can be modified to tailor use to fit the business development or sales structure of the organization.
What do you dislike about the product?
Requires training to get set up and use to its full potential to get the most benefit.
What problems is the product solving and how is that benefiting you?
I can use this as a company that does business with the Government to track communication and business development throughout the contract life cycle.
Recommendations to others considering the product:
Get the necessary training to get the tool set up and fully customized to your organizations needs.
Best CRM for B4BtoC solution provider
What do you like best about the product?
We changed form an well-known CRM to Pipeliner, which was more corresponding to our needs. As we do not sell directly our solutions we had to find a CRM that can manage our sales process to find new sales partner.. Pipeliner was the only CRM suiting to our needs and budget.
The best features are the Visual Sales pipeline and easy customisation, and also multiple sales pipeline.
The activity tracker allow us to get convince the sales ops to make easy reports.
The best features are the Visual Sales pipeline and easy customisation, and also multiple sales pipeline.
The activity tracker allow us to get convince the sales ops to make easy reports.
What do you dislike about the product?
We still need outlook to send emails, we can not create template emails from pipeliner.
For creating price offers we cannot use % for calculating a price.
For creating price offers we cannot use % for calculating a price.
What problems is the product solving and how is that benefiting you?
We need a visual CRM, and the one we had before, we lost before too many leads as we had to many.There are 3 sales managing monthly about 150 leads each.
Recommendations to others considering the product:
Just do it.
A very different and excellent CRM that help you sell!
What do you like best about the product?
Pipeliner CRM is very different from traditional CRM solutions. It make your sales reps focus more on than activities ahead, than on historic data and reporting. I love the visual way of doing everything and that ut proposes what should be your next step tp close the opportunity. I also like how it keeps me up to date on my clients and prospects by following them in social media. And also the decison map is one of the functionalities I love. Pricing is very affordable and I also like that there are a lot of plugins that can be used to connect the CRM to other systems. I would advice you to test the solution and also contact Pipeliner or one of their Business Partners and ask for a live demo because Pipeliner is so different from traditional CRM that you need to understand the idea and philosophy behind it. It is indeed a New Way To Work and brings your sales work into a new era.
What do you dislike about the product?
There is nothing I dislike, but I do have a few wishes, like more functionalities for doing standard response mails using templates for each of the sales steps, and also more functionality for sending out direct mail. I would also love to sync my Pipeliner CRM with iCal not only Google Calendar.
What problems is the product solving and how is that benefiting you?
I needed a sales system, not a traditional CRM. Wanted a solution that gave me active help to sell, not a traditional reporting system that only gave me historical data (I have used enough of such systems through the years). The new Navigator page is just enough to keep me on track with every sales activity and give me an esily understandable daily prognoses of my pipeline.
Recommendations to others considering the product:
If you want to change the way you work to become more productive and need a CRM that your sales reps actually will use - and if you need better control of your pipeline and your companys sales activities - then you really should kick the tyres of Pipeliner CRM.
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