VIDEO: Pipeliner CRM: Product Spotlight

Eric Quanstrom, CMO of Pipeliner, Explains why Pipeliner provides the best value of any CRM on the market today. Explain Pipeliner in one sentence. Pipeliner is the world’s most visual CRM What differentiates Pipeliner from other project management companies? Differentiation starts with this visual orientation to CRM. We think about CRm as an entirely new tool, developing our solution for real users, the entrepreneurial sales people within an organization, to do their jobs better every single day.

As the name would imply Pipeliner really shines when it comes to pipeline management where it’s drag and drop easy, it marries up to your own sales stages, you can see everything on one screen and really develop your own sales process to become more effective, more efficient, forecast perfectly so nothing’s ever a surprise, and really be extraordinarily effective with your B2B sales process Tell us about your ideal customer Our current sweet spot are businesses between 50-500 people.

We see a huge amount of traction in and around manufacturing, IT, consulting, and then a lot of people focused on the sales process itself. When you think about a B2B sales, it usually involves a human salesperson, whether inside or outside or in a territory or even in an account management situation. We support those people. We have the concept of multiple pipelines, a lot of cool features where you can see and break down the organization you're selling into with an org-chart view or even determine lines of influence or buyer behavior, directly within our tool.

It’s kind of making the job of sales really professional and it’s a tool that marries with how you would normally attack a sales cycle anyhow. What is Pipeliner's pricing model? We’re big believers in transparency. For everything all in $35 per seat per month. No gimmicks, no tiers, no oh well you didn’t quite get this piece of software until our higher level, NO. It’s $35 for everybody per seat per month. Are there any limitations to Pipeliner? We should probably say upfront we’re not trying to be all things to all people.

We won’t handle your helpdesk, payroll or marketing automation, we are very focused on the sales part of CRM. Your sales process. That encompasses everything from lead management through to close and essentially account management. All things in-between including sales forecasting, process and all of teh documents and emails and calendar activities, and social feeds that would go into a sales process but we do have integrations and bi-directional sync with a lot of other best-of-breed products.

That’s really our philosophy. Though it's a limitation, it’s really intentionally What’s a best practice for implementing Pipeliner? Best practice is really setting up “Pipeliner really clearly defining your sales process. You can’t actually use the product until you do so. The sales stages are unique to your business. Pipeliner maps to your whole sales organization, again the concept of multiple pipes. We can feature the natural splits you would have within your sales organization.

If you wanted to manage by territory or down to the individual sales reps, reports,statistics, what they’re doing, what their opportunity pipeline looks like. We can facilitate all of that. A lot of our best customers are prepared for success when they go in at a really high velocity to our product and can tune it and use it everyday, almost as if it weren't even there. It’s just part of what they do.