Whether you're an independent contractor or manage a whole sales team, Pipeliner has plenty of tools to help you increase efficiency and make your sales forecasts more accurate. The licensed version of the program comes with a full complement of reporting tools. A timeline view gives a quick overview of upcoming closing dates, and a built-in address book lets you keep track of important contacts.
You can move opportunities between the different steps in the pipeline by simply dragging and dropping them. For each opportunity you can enter tasks (and set reminders), manage account information, and view the opportunity in an organizational chart that shows relationships between the opportunity and involved parties. Simply double-click in a column to create a new opportunity the Opportunity panel lets you select an account and record a description, contact information, and a closing date. The interface is split into seven columns: Contact, Verify, Evaluate, Offer, Agree, Contract, and Closed. It's fairly intuitive for anyone who's familiar with the concept of sales pipelines, but beginners may need to consult the comprehensive built-in Help file. The program's interface is sleek and attractive it's made for professionals and its appearance reflects that. Pipeliner is a comprehensive tool that can help sales professionals keep track of every step along the way, from the initial contact with a potential client to closing the deal. There are specific steps in the sales process, and the better you can manage the events in each of these steps, the better your results. Anyone who knows anything about sales can tell you that there's much more to the process than simply approaching a potential customer, making your pitch, and hoping for the best.
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