Pipeliner 5 Update - Introducing Pipeline Velocity Feature for Effective Sales Cycle Management

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2. v5.3 Feature Introducing Pipeline Velocity Feature Monitor the Age of Your Opportunities With Pipeliner you can now track the number of days an op- portunity has remained in any given sales step. It calculates the age of your opportunity from the time it was created to the present. PIPELINER v5.3 NEW FEATURES 2 Introducing Pipeline Velocity Feature
3. v5.3 Feature Introducing Pipeline Velocity Feature Effectively Reduce Your Sales Cycle Pipeliner tracks the Average Sales Stage Duration for all your sales opportunities in any one stage in your pipeline is auto- matically recalculated to give you an overview of how efficient you and your team are at converting your opportunities dur- ing each of the stages in your sales cycle. PIPELINER v5.3 NEW FEATURES 3 Introducing Pipeline Velocity Feature
4. v5.3 Feature Introducing Pipeline Velocity Feature Effectively Control Your Sales Cycle Setting the Sales Stage Duration (or Sales step duration) al- lows you set a recommended number of days during which the opportunity should progress to the next stage in the pipe- line. This represents the maximum number of days it should take sales to develop the deal at that particular stage in the sales process. PIPELINER v5.3 NEW FEATURES 4 Introducing Pipeline Velocity Feature
5. v5.3 Feature Introducing Pipeline Velocity Feature Maintain a Quality of Your Sales Pipeline Pipeliner monitors the age of all opportunities in the pipeline and will warn you should any of those opportunities become overdue. To ensure that no stalled deals clog up your sales pipeline, Pipeliner will warn you of deals that are past the optimum stage duration set for deals at that stage. PIPELINER v5.3 NEW FEATURES 5 Introducing Pipeline Velocity Feature
6. v5.3 Feature Introducing Pipeline Velocity Feature Keep Your Sales Pipeline Healthy With Pipeliner you can now set an alert to warn you a speci- fied number of days prior to the opportunity reaching stage maturity. You can set alerts for the individual sales steps re- spectively, with user defined settings for the number of days before reaching stage duration you want the system to warn you of an opportunity in danger of becoming overdue. PIPELINER v5.3 NEW FEATURES 6 Introducing Pipeline Velocity Feature
7. v5.3 Feature Introducing Pipeline Velocity Feature Resolve Overdue Opportunities in Minutes By giving you sample warning, Pipeliner informs you about the opportunity that is outside of your timeframe set for a particular sales step. By clicking this warning symbol, you can resolve all overdue opportunities for particular sales step in minutes. PIPELINER v5.3 NEW FEATURES 7 Introducing Pipeline Velocity Feature
8. v5.3 Feature Introducing Pipeline Velocity Feature Filter Your Opportunities by their Age With Pipeliner you can now track the number of days an op- portunity has remained in your sales cycle. It calculates the age of your opportunity from the time it was created to the present. Use the filter settings to filter the opportunities by their age in pipeline. PIPELINER v5.3 NEW FEATURES 8 Introducing Pipeline Velocity Feature
9. v5.3 Feature Introducing Pipeline Velocity Feature Analyze Your Sales Cycle Time Most sales managers will acknowledge that the longer a deal stays or stalls in the pipeline, the less likely it will actually close. Use the new 3 business inteligence dashboards to ana- lyze your sales cycle time and improve it. PIPELINER v5.3 NEW FEATURES 9 Introducing Pipeline Velocity Feature
10. v5.3 Feature Meet the Powerful Bulk Update Update the Same Field for Multiple Records Another cool feature that lets you update a bunch of your op- portunities, leads, account and contacts at once e.g. in a case you would like to reassign group of contacts from one user to another. PIPELINER v5.3 NEW FEATURES 10 Meet the Powerful Bulk Update
11. v5.3 Feature Improved Document Management It’s important to collaborate on your sales documents within your sales team. Google Drive App The Google Drive App for Pipeliner makes it easy to add files from your Google Drive to Pipeliner CRM. This way you can store all your sales documents and best practices in one place, so your sales team can access them from anywhere and share them with others easily. Dropbox App Dropbox for Pipeliner makes adding collaborated documents from Dropbox into Pipeliner as easy as point and click. You can now attach your Dropbox files to any account, contact, lead or opportunity in Pipeliner CRM. PIPELINER v5.3 NEW FEATURES 11 Improved Document Management
12. v5.3 Feature Introducing Subjective Target The Pipeliner’s sales target computes and displays its value based on the target period and value of the opportunities within this period. The new subjective target computes the sum of the opportunities values according to their rankings. subjective_target = (opportunity_value_field) * (user_provided_ranking) PIPELINER v5.3 NEW FEATURES 12 Introducing Subjective Target
13. v5.3 Feature Enhanced Pipeliner Office Add-In Pipeliner integration with MS Office productivity tool lets you save your MS Word and MS Excel documents and templates directly into Pipeliner to provide your sales force with shared access to your most important sales resources. PIPELINER v5.3 NEW FEATURES 13 Enhanced Pipeliner Office Add-In
14. v5.3 Feature App Platform Update with Marketing Tools You Already Use We have partnered with two great companies to deliver you the solutions that connect your marketing automation tools with your sales team. SyncApps by Cazoomi SyncApps integrates with the following marketing tools: Constant Contact, MailChimp, Act-On, ExactTarget, Vertical- Response. Bedrock Data Integration The Bedrock Data HubSpot integration syncs contact records, including lists from HubSpot to Pipeliner CRM. The integration also automates the creation and updating of Contacts in Hub- Spot, creating a powerful bi-directional data-driven integra- tion with Pipeliner CRM. PIPELINER v5.3 NEW FEATURES 14 App Platform Update with Marketing Tools You Already Use