Item: Pipeliner CRM
Rating: 8
Author: Randy Tucker

Overall Satisfaction with Pipeliner CRM

Use Cases and Deployment Scope

As a reseller of the Pipeliner CRM product and others, I really appreciate the quality and user friendliness of Pipeliner. Our prospects and clients really enjoy the same as well as the new features of the 7.x release. Great strides forward.

Having that focal point to primarily the sales team enablement, it tends to be used in sales first. As we all understand when the sales team uses a software, it must be good. They don't struggle to use it, they enjoy and realize the benefits of using it.

If you are looking to grow your company, start with the sales team and give them a tool like Pipeliner CRM. Let them grow the revenue stream and you grow. Then implement a second or third or fourth or more pipelines to handle the order entry and delivery process. Then the quality control pipe and on and on. We enjoy showing and using the product with our clients.

Pros and Cons

Pros

Provides focus for a sales agents or sales managers - focus on the deal movement, don't allow bottlenecks to go un-noticed.
Provides relationship information including an org chart type diagram showing internal and external influencers.
Access to your sales funnels while without internet connectivity... ie. flying, etc.
Provides action statistics to allow process management and deal management visually.

Cons

After sale (to the users client) support mechanisms. Today those features are linked in foreign applications.
Currently linked in Quote applications like QuoteRoller. Those are good but a sales system would be best with a tightly integrated or full package ability such as QuoteWerks. I believe QuoteWerks is being worked on now.

Return on Investment

As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes.
The visual tools allow those "no good deals" to be spotted and resource usage limited.
A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result.

Alternatives Considered

We have been in the CRM space for a number of years. We represent and implement on-premise and Saas products regularly. Pipeliner CRM is one of those that provides a powerful set of tools for the sales team from agents to management to C-Team. It is the ONLY tool in our kit that focuses totally on building sales successes for organizations.
Pipeliner is as good entry into new accounts because, using Pipeliner, we build our clients revenue stream that builds trust and desire for more quality services from TeamAutomation..

Likelihood to Recommend

Pipeliner is really suited for a sales environment. It is not well suited for customer or product maintenance and support organizations.

Q1 - Are you planning on building up your sales revenue? Yes = Pipeliner, No = Other
Q2 - Do you have the need for individual customer support issues and tasks? Yes = other, No = Pipeliner.

As you can see, we really believe Pipeliner CRM is a lead management through operations delivery tool. The heart of building any company is really these centers. The surrounding or auxiliary functions in a company may need to augment the Pipeliner tool.

Pipeliner CRM Feature Ratings

Comments

Please log in to join the conversation

Ready to build your inbound revenue? Make Pipeliner CRM your pipeline manager.

Software Version

Modules Used