Pipeliner CRM: Use-Cases, Insights and Reviews | 2024 Cuspera

Name: Pipeliner CRM
Brand: Pipeliner CRM
Rating: 4.69 (2688 reviews)

4.69 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(2688)

Pipeliner CRM | Sales CRM Software - Sales Enablement

AI Powered

Pipeliner CRM Overview

Pipeliner CRM's latest product line includes a Mobile Sales CRM App and updates to boost sales and account management teams. The enhancements empower sales professionals effectively.

Use Cases

Customers recommend Engagement Management, Forecasting, Contact List Management, as the business use cases that they have been most satisfied with while using Pipeliner CRM.

Other use cases:

Pipeline Management
Workflow Management
Lead Management
Helpdesk Management
Opportunity Management
Generation Of New Leads
Lead Tracking

See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Pipeliner CRM.

Other priorities:

Acquire Customers
Improve ROI
Improve Efficiency
Enter New Markets Internationally Or Locally
Scale Best Practices
Improve Stakeholder Relations
Improve Internal Communications

See all business priorities See less business priorities

Pipeliner CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Pipeliner CRM works with different mediums / channels such as Mobile, Social Media, and E-Mail,

Pipeliner CRM's features include Dashboard, Personalization, Recording, etc.

Reviews

"I highly suggest using Pipeliner, it is a tool that has absolutely sky-rocketed our business to where it needs to be. To have great technology behind you that is going to do that as well as support from a very, very good team that is always availabl...e, you can rest assured that Pipeliner is going to be an excellent choice for you." - Patrick Bauer

Pipeliner CRM, Teamgate CRM, Capsule CRM, Scratchpad, Siebel CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Pipeliner CRM

Top Industries

Information Technology and Services
Marketing and Advertising
Management Consulting

Popular in

Small Business
Mid Market
Enterprise

Pipeliner CRM is popular in Information Technology And Services, Marketing And Advertising, and Management Consulting and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Pipeliner CRM Use Cases

What solutions does Pipeliner CRM provide for Engagement Management?

Pipeliner CRM helps sales teams manage sales processes, coach and motivate professionals, and maintain proper sales cadence. The platform allows for easy lead management and follow-up, improving sales efficiency. It may be challenging to add detailed notes or follow-up information to leads.

"...What I m selling is voice training, workshops, and speaking engagements...." Peer review by Arno F., Owner, Education

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Why is Pipeliner CRM the best choice for Forecasting?

Pipeliner allows you to track leads and analyze opportunities to forecast sales. The software offers powerful forecasting, reporting, and data visualization tools. Pipeliner helps you create accurate sales forecasts and improve sales performance.

"...The point is to capture actionable data to forecast and manage - that is the ONLY purpose of a CRM...." Peer review by Chad P, Co Founder, Marketing and Advertising

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How can Pipeliner CRM enhance your Contact List Management process?

Pipeliner CRM provides a central location for managing all company contacts, replacing individual spreadsheets and email lists. The software offers visual contact management, enabling users to view customer relationships and their influence on sales. However, the Outlook integration may create duplicate contacts when composing new emails.

"....to use this CRM software in a company we can get report of many module like account management, contact management, lead management, opportunity management & activity management...." Peer review by Areful H., asst.manager, Computer & Network Security

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How does Pipeliner CRM facilitate Pipeline Management?

Pipeliner CRM helps sales teams manage their sales processes, track customer interactions, and monitor the progress of deals. It provides insights into sales team performance and helps businesses make informed decisions about customer acquisition and retention. However, the tool may not be suitable for organizations with highly complex sales processes or requiring extensive customization options.

"...It enables me to track sales progress or movement through the sales process by identifying stages in the sales cycle using pipeline management functionality...." Peer review by Onyekachi A, Mr

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How does Pipeliner CRM address your Workflow Management Challenges?

59+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Pipeliner CRM solved their CRM needs. Cuspera uses 2688 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
Patrick Bauer President Amherst Brands	I highly suggest using Pipeliner, it is a tool that has absolutely sky-rocketed our business to where it needs to be. To have great technology behind you that is going to do that as well as support from a very, very good team that is always available, you can rest assured that Pipeliner is going to... be an excellent choice for you. Testimonial By Patrick Bauer
Chris Wigan Vice President of Sales and Partnerships Collaboro	Before Pipeliner, we didn’t have an efficient sales process—we were using a combination of Excel and Insightly. I had always worked with Salesforce, but being a small technology business we didn’t need its enormous feature set, and it was too costly for our budget. Testimonial By Chris Wigan
Howard Lind President and CEO Cicoil	I’ve been leading and managing industrial salesforces for a long time, and I’ve used a lot of different software packages, including Sugar, Salesforce, Goldmine, Lotus Notes and many others. I would say Pipeliner is by far the best one I’ve used—a perfect mix of functionality and ease of use. I giv...e Pipeliner a ten out of ten. Testimonial By Howard Lind

CUSTOMERS	TESTIMONIALS
Patrick Bauer President Amherst Brands	I highly suggest using Pipeliner, it is a tool that has absolutely sky-rocketed our business to where it needs to be. To have great technology behind you that is going to do that as well as support from a very, very good team that is always available, you can rest assured that Pipeliner is going to... be an excellent choice for you. Testimonial By Patrick Bauer
Chris Wigan Vice President of Sales and Partnerships Collaboro	Before Pipeliner, we didn’t have an efficient sales process—we were using a combination of Excel and Insightly. I had always worked with Salesforce, but being a small technology business we didn’t need its enormous feature set, and it was too costly for our budget. Testimonial By Chris Wigan
Howard Lind President and CEO Cicoil	I’ve been leading and managing industrial salesforces for a long time, and I’ve used a lot of different software packages, including Sugar, Salesforce, Goldmine, Lotus Notes and many others. I would say Pipeliner is by far the best one I’ve used—a perfect mix of functionality and ease of use. I giv...e Pipeliner a ten out of ten. Testimonial By Howard Lind

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
Lorama Group Manufacturing	Manufacturing	CASE STUDY Lorama Group Lorama Group improved sales transparency and agility with Pipeliner CRM, enhancing sales activity tracking and review. Read More
Mark Hertz Company Real Estate	Real Estate	CASE STUDY Mark Hertz Company Mark Hertz Company used Pipeliner CRM to efficiently resolve property violations in NYC, enhancing their service speed and effectiveness. Read More
Collaboro Information Technology and Services	Information Technology and Services	CASE STUDY Collaboro Collaboro improved asset management and searchability using AI, enhancing content sharing. They use Pipeliner CRM for customizable sales tracking. Read More

Video

Online Forms with Pipeliner CRM

Frequently Asked Questions(FAQ)

for Pipeliner CRM

What is Pipeliner CRM?

Pipeliner CRM is a sales enablement tool designed for sales professionals and administrators to help them focus on pipeline management, sales process and analytics. The sales friendly interface provides all the tools necessary to boost sales and increase revenue.

With visual sales process, product catalogue, profiles and charts, the software helps the team with contact management, lead management, account management and sales velocity & insights. It offers drag and drop functionality making it easy to use for dynamic visualized reporting, workflow automation and integration.

The cloud based platform integrates with email client, MS Outlook and Gmail, allowing emails related activities to be performed from within the CRM tool. The visual relationship mapping gives an insight into all the groups and decision makers who influence purchase. The tool can be accessed both offline and online and through mobile as well.

What is Pipeliner CRM used for?

Pipeliner CRM is a CRM Software mainly used by its customers to Increase Sales & Revenue and Enhance Customer Relationships by Engagement Management, Forecasting and Contact List Management .

What are the top features of Pipeliner CRM?

Dashboard, Personalization and Recording are some of the top features of Pipeliner CRM.

Who uses Pipeliner CRM?

Pipeliner CRM is used by Information Technology And Services, Marketing And Advertising and Management Consulting among other industries.

What are Pipeliner CRM alternatives?

Teamgate CRM, Capsule CRM, Scratchpad and Siebel CRM are popular alternatives for Pipeliner CRM.

Where is Pipeliner CRM located?

Pipeliner CRM is headquartered at 15243 La Cruz Dr Suite 492 Pacific Palisades, CA 90272 United States.

Peers used Pipeliner CRM for engagement management and forecasting

Pipeliner CRM Competitors

More Pipeliner CRM Alternatives...

Pipeliner CRM Features

Low
Medium
High

FEATURE	RATINGS AND REVIEWS
AI Powered	4.95/5 ★ Read Reviews (70)
Analytics	4.96/5 ★ Read Reviews (164)
Custom Reports	4.74/5 ★ Read Reviews (543)

CAPABILITIES	RATINGS AND REVIEWS
AI Powered	4.95/5 ★ Read Reviews (70)
Analytics	4.96/5 ★ Read Reviews (164)
Custom Reports	4.74/5 ★ Read Reviews (543)

Software Failure Risk Guidance

for Pipeliner CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Pipeliner CRM

Pipelinersales Profile

Company Name

Pipelinersales

Company Website

https://www.pipelinersales.com/

HQ Location

15243 La Cruz Dr Suite 492 Pacific Palisades, CA 90272 United States

Employees

Social

Financials

Pipeliner CRM: Use-Cases, Insights and Reviews | 2024 Cuspera

Pipeliner CRM | Sales CRM Software - Sales Enablement

Failure Risk for Pipeliner CRM ?

Pipeliner CRM Overview

Use Cases

Business Priorities

Pipeliner CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Pipeliner CRM Use Cases

What solutions does Pipeliner CRM provide for Engagement Management?

Why is Pipeliner CRM the best choice for Forecasting?

How can Pipeliner CRM enhance your Contact List Management process?

How does Pipeliner CRM facilitate Pipeline Management?

How does Pipeliner CRM address your Workflow Management Challenges?

59+ more Business Use Cases

Customer Testimonials

Case Studies

CASE STUDY Lorama Group

CASE STUDY Mark Hertz Company

CASE STUDY Collaboro

Video

Online Forms with Pipeliner CRM

Frequently Asked Questions(FAQ)

What is Pipeliner CRM?

What is Pipeliner CRM used for?

What are the top features of Pipeliner CRM?

Who uses Pipeliner CRM?

What are Pipeliner CRM alternatives?

Where is Pipeliner CRM located?

Peers used Pipeliner CRM for engagement management and forecasting

Pipeliner CRM Competitors

Pipeliner CRM Features

Software Failure Risk Guidance

Pipelinersales Profile

Get a personalised risk report for Pipeliner CRM

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