CRM stands for customer relationship management, and it refers to the use of technology to monitor customer relationships and automate certain functions to make things easier. There are a lot of options when it comes to CRM systems but there’s an argument to be made that perhaps you need to take a closer look at the Pipeliner CRM.
The software is designed for sales managers, sales leaders, and sales representatives. The billing is simple with Pipeliner—every user for the system costs $35 a month, and you only pay once a year. You can try it out for 30 days with no credit card needed. But in 30 days, you’ll probably see the advantages that are truly worth the price, especially for small to mid-level businesses where the sales department does a lot of work which need to be streamlined and tracked.
With Pipeliner, the visual presentation of the data is very organized, so you can get salient info easily. The insights you get from the data can allow you to tweak your sales strategies and even overhaul them completely if needed. Very little time is wasted on search, as the conclusions are so easy to glean right away.
Forecasts are highlighted and updated in real time, as the filters, timeline views, and alerts can really make the forecasts more accurate. The sales process is tied in to the workflow effectively, as discounts and taxes are automatically applied and numerical fields are calculated. User and the admin people can set email notifications, and the advanced calendar offers different types of views and can be synched with Outlook and Google.
The Pipeliner CRM also boosts productivity. It’s a combo of cloud technology and on-site work, so everyone can work according to their schedule, even with or without online access. That’s because people can synch data offline.
Collaborative tools are available, so data can be shared and tasks can be delegated or worked on jointly. Even social monitoring is enabled for greater interactions.
Now the Pipeliner CRM comes in a new and improved version, and the look is more readable and usable. The design is much cleaner and the data can be seen much more easily with fewer clicks and less scrolling. Dragging and dropping data for customized arrangements and views is easy to do as well.
With the unique “Buying Center”, you can have a relationship graph so that the many ways that multiple accounts and contacts are interconnected can be shown. You can designate the decision makers and influencers, and put in more notes and context for your contacts.
The help menu is literally helpful, because it doesn’t just tell you how to use the programs and its various features. It also tells you how to really use the program features so that you can improve your sales department.
With some CRM programs, it may seem like learning how to use them can be a burden. With Pipeliner, it’s so easy to use that it truly makes CRM an immensely easier task for anyone.