Pipeliner CRM

Score8.7 out of 10

29 Reviews and Ratings

What is Pipeliner CRM?

Pipeliner CRM is a sales enablement tool focusing on pipeline management, sales processes, and analytics designed to empower sales professionals. Pipeliner CRM provides a visual sales process, profiles, and charts, all of which aim to help users take the right actions with their buyers and even helps identify key contacts within an organization.

Pipeliner CRM Cloud is the latest addition to a product line that already includes Pipeliner CRM Hybrid, an online/offline system as well as an IOS and Android Mobile CRM Apps.

Pipeliner CRM Cloud is available in three versions: Starter, Business & Enterprise. The vendor aims to offer a supreme user experience, short learning curve plus high and rapid adoption rates.

The vendor offers a Customer Service team to help with implementation, training, and support.

Categories & Use Cases

Media

Pipeliner CRM — A sales enablement tool focused on pipeline management, sales process & analytics.

Can be used with email such as MS Outlook, gmail

The pipeline view, to review and forecast sales, manage revenue risk, collaborate with a sales team

Analytics: analyse win/loss rates, review sales person/team/territory performance, set key sales metrics & goals, leading & lagging indicators

Visual Sales Tool: designed to cut through the noise, focuses on high value activities, everything in one place (no need for multiple tools)

A visual sales process: creates a clear pathway through the sales cycle, guidance on correct actions & activities

Profiles & Charts: buyers and their roles in a sales process, key contacts in an organization for account management

Multi-platform views: desktop, mobile, online & offline

Web Data Collection: Web Clipper, Google Forms

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Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 7.8
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 7.7
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8.2

Social data
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
Category average: 6.6
Marketing automation
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Category average: 7.5
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7

Jean François SACK View profile

Sales Consultant in Marketing at LUNACORP (1-10 employees employees)

Pros

Mapping out your Sales processes
Having many Sales pipelines
Very visual and intuitive interface
Customization of ways your data should be viewed

Cons

Difficulty to delete unwanted opportunities
Downtime due to software update
API Issues

Return on Investment

Better leads management
Better visualization of salesteam performance
Mapping out a clear sales Process

Alternatives Considered

Salesforce Mobile (formerly Salesforce1 Mobile App) and HubSpot CRM

Other Software Used

HubSpot Academy, HubSpot Marketing Hub, HubSpot Sales Hub

Usability

Emmanuel Alex Prah View profile

Field Sales Manager in Sales at Zegha Electric (11-50 employees employees)

Pros

Secure data archiving
Easier task management
No certified admins needed

Cons

Voice prompts for task reminders
Improved marketing capabilities

Return on Investment

Sales processes [have] really [improve] with Pipeliner
Pipeliner CRM is also an amazingly flexible [...] business model. For example, in addition to tracking [the] movement of leads through your sales pipeline