Pour qui ?

Pipeliner CRM is a sales enablement tool for a sales management and salespeople. With a simple winning formula to focus on what matters most, pipeline + process + focus + analytics to increase revenue

Notes moyennes

84 avis
  • Note globale 4.5 / 5
  • Facilité d'utilisation 4.5 / 5
  • Service client 4.5 / 5
  • Fonctionnalités 4.5 / 5
  • Rapport qualité-prix 4.5 / 5

Informations sur le produit

  • Version gratuite Non
  • Version d'essai gratuite Oui, obtenez un essai gratuit
  • Déploiement Installation (Mac)
    Cloud, SaaS, web
    Installation (Windows)
    Mobile (iOS natif)
    Mobile (Android natif)
  • Formation Formation présentielle
    Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Pipeliner
  • http://www.pipelinersales.com
  • Fondé en 2011

En savoir plus sur Pipeliner CRM

Pipeliner CRM is all about Sales! A Sales Enablement tool that focuses on Pipeline management, sales process and analytics. Maximizing your revenue and ROI, a simple winning formula for real sales empowerment, enables you to manage your revenue, follow your sales process, and know your buyers as you continuously improve. Pipeliner CRMs Mobile App with all vital functions from anywhere for all mobile devices. Pipeliner, instant intelligence, visualized features as a CRM solution that empowers.

Pipeliner CRM - Fonctionnalités

  • Collaboration
  • Gestion de contenu
  • Gestion de la formation
  • Gestion des contacts
  • Gestion des documents
  • Gestion des leads
  • Gestion des objectifs et des quotas
  • Gestion des offres
  • Gestion des performances
  • Gestion des présentations
  • Gestion des réunions
  • Gestion du territoire
  • Accès mobile
  • Devis et offres
  • Gestion des tâches
  • Gestion du territoire
  • Intégration des médias sociaux
  • Intégration du chat interne
  • Intégration du marketing automation
  • Lead scoring
  • Segmentation
  • Stockage de documents
  • Système de calendrier et de rappel
  • e-mail marketing
  • Base de données de contacts
  • Contacts partagés
  • Gestion des leads
  • Gestion du pipeline de ventes
  • Importation et exportation de contacts
  • Outils de prospection
  • Recherche/Filtre
  • Segmentation
  • Suivi des interactions
  • Distribution de leads
  • Gestion des campagnes
  • Gestion des pipelines
  • Lead nurturing
  • Lead scoring
  • Outils de prospection
  • Saisie de leads
  • Segmentation de leads
  • Suivi des activités
  • Suivi des sources

Avis les plus utiles sur Pipeliner CRM

Excellent tool also for small business!

Publié le 01/09/2017
Arno F.
Owner
Enseignement primaire et secondaire, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
Source : SoftwareAdvice
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: My business is B2B. What I’m selling is voice training, workshops, and speaking engagements. Until recently, my business was developed through public relations, publishing in special interest magazines, and through people finding me through the website and social media.
About 2 years ago, I began to see a dramatic change. I needed more than a database and a bit of marketing automation -- I needed a sales process to help me drive interest and drive business. Competition was rising and it was obvious that I needed a more structured way to keep my contacts, accounts, and business relationships organized and vibrant. For both existing and new business relationships, I needed a way to nurture those relationships.
It became clear that all my business was not going to come to me any longer. I needed help selling to my key persons -- that’s when I looked for the right CRM tool. In the end, I found Pipeliner through searching on Google. I had asked colleagues and friends for recommendations, but the software they or their companies used was too unwieldy, complex, and expensive. c
Today I can say, Pipeliner helps me to stay in touch with the most promising customers and to make more business with less effort.

Avantages: The visual approach. I noticed right away that Pipeliner workes differently from other solutions. It is visual -- not dry spreadsheets but instantly understandable in pictures -- and intuitive. I don't need a thick manual. No need to think in ‘database structures’. Pipeliner shows me the sales process and how I move from stage to stage. Pipeliner ‘mirrors’ my behavior. I don’t have to understand all the technical workings -- I can just see what I need to know. I suddenly have an instant snapshot of my sales stages, what I need to do next, and this motivates me.
Also absolutely important and helpful is the integration of MS Outlook and the connection with several social networks.

Inconvénients: There are only few things I dislike. One is, I miss the possibility to import vcf-cards when I am creating a new lead. Also would be good for me - as located in Europe - the integration of the Xing-Network.

Recommended. Not the most intuitive to use, but powerful and customisable.

Publié le 30/08/2017
Paul K.
Marketing Manager
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix

Avantages: The overall experience of signing up and installing the client software is good and we have had no technical issues. Customer support is good and documentation is available for using and customising the interface. For example we wanted to add a margin value field to each qualified opportunity and although this was not a default field it was easy to find instructions as how to do it. The new field is calculated and can be used for graphs and reports so we can see relative margins against project values. Pipeliner lets you run more than one pipeline and we have two, one for new sales and one for existing customer development. This makes it easier for sales team to keep their workload balanced between the two activities. The management reports feature is extremely useful and enables our directors to quickly see how the sales team are progressing in terms of wins, losses, potential and actual sales.

Inconvénients: Our directors want to encourage the sales team to add follow up actions after events. Unfortunately, you cannot add a telephone call or email as the follow up to a meeting. We have posted it as a feature request, but it is a surprising and pretty pointless limitation. Who wouldn't follow up a meeting with a phone call? It would also be nice if the pipelines could be colour coded as it can be difficult to know which one you are working in. Our only caveat is that should your internet connection fail and you carry on working, the 'auto-synch failure' alert is very small and easily overlooked. If you have to reboot the PC to solve the internet connection you will lose all the work added after the synch failure. We would like Pipeliner to auto-backup client data to the client PC which could be restored in the event of a synch failure.

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