Sales Pipeline Software

What is Sales Pipeline Software?

Sales pipeline software helps sales reps and/or sales managers track and manage individual sales opportunities as well as the distribution of all opportunities.

Sales Pipeline Software Features & Capabilities

• Create pipeline stages: Allows users to set up a sales funnel with different stages that reflect their particular sales process. This will be the organizational structure for managing opportunities and forecasting sales. Stages correlate with different actions and deal confidence levels.

• Deal confidence levels: Pipeline calculates the probability of deal based on pipeline stage and other details.

• Timeline view: Sales pipeline can be viewed as a timeline of stages, for visualizing individual opportunities or aggregate opportunities.

• Opportunity import/creation: Opportunities can be added to the sales pipeline via import from CRM or created new within the tool.

• Append to opportunities in the pipeline: Users can attach records, tasks, meetings, etc. to opportunities in the pipeline.

• Drag and drop opportunities: Users can manage the sales pipeline by dragging and dropping opportunities to different stages.

• Pipeline management suggestions & prioritization: Automatic or semi-automatic deal prioritization; recommends which deals to focus on or actions to take with certain opportunities.

• Pipeline filter: Users can filter the sales pipeline to only view a particular set of opportunities, such as opportunities above some likelihood to close, or opportunities above some deal size.

• Mobile pipeline management: Includes mobile functionality for viewing and managing the sales pipeline.

• Sales pipeline reminders & updates: Sends users reminders about their own deals, such as deals that need attention, or updates on movement within the pipeline and progress against goals.

Benefits of Using Sales Pipeline Tools

• Simplified workflow—Timeline view and drag and drop interfaces are simpler and more intuitive than spreadsheets or tables.

• Deal prioritization—The visual layout makes it easier for salespeople to envision their set of deals in relation to one another, and prioritize their time and attention accordingly.

• Defined sales process—Building a visual sales pipeline with specific stages or states requires organizations (or individuals) to define and streamline the sales process. This promotes sales pipeline management best practices like consistent opportunity scoring.

• Accurate sales forecasts—An organized sales pipeline helps keep sales forecasting consistent, based on consistent opportunity scoring and calculation of deal confidence levels. This creates strong historical data about deal success, ensuring accurate models and sales projections.

Pricing Information

Sales pipeline software typically costs from $10 to $50 per user per month, depending on capabilities.