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PipelineDeals

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PipelineDealsProduct Overview

  1. About PipelineDeals
  2. Pros of PipelineDeals
  3. Cons of PipelineDeals
  4. Breakdown of core features

PipelineDeals product overview

PipelineDeals is a #1 ranked CRM for mid-range business marketing, with an 83% user adoption rating. This software helps users streamline options, standardize processes, and see that service levels are being met. This software is designed to help users create efficient processes and behaviors to increase revenue.

PipelineDeals comes equipped with sales focused features, intuitive UI, customizable user interface, and customer support to help companies make superior customer relations by automating redundant sales tasks. This software integrates CRM and sales tools in one single app to assist organizations in creating functions that increase sales productivity, revenue, and profitability.

With PipelineDeals, users are afforded deal management and sales acceleration tools to help speed along the sales cycle, including six goal-centric tools that enable teams to set and track targets and a sales dashboard with 360° view of sale performance, optimized mobile access, and a leads management tool to streamline processing. Users can also customize their CRM solutions with PipelineDeals extensive features.

PipelineDeals is designed to be the solution for businesses looking to build client relationships by managing team members, delegating tasks, managing sales campaigns, and gathering pertinent data. Users can access PipelineDeals from any desktop, laptop, or mobile device, and is used by more than 18,000 users in 60 countries.

Pros of PipelineDeals

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• Easy to use
• Customer service
• Everything in one place
• Email tracking and interface
• Performance and reliability
• Contact and account management
• Opportunity and pipeline management

Cons of PipelineDeals

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• Unable to search by phone # or add parent companies
• Creates duplicates
• Doesn’t link to Freshdesk
• Lack of integrations
• Reports of slow loading

Breakdown of core features

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Sales acceleration, email, and app integration

Users can email and track all email opens, clicks, and downloads. This gives insight to judge how to follow up and/or accelerate the sales cycle. Sales are automated by letting sales task personnel become aware of what is needed based on company sales procedure. On top of this, new tasks are added for the sales task force as deals advance through the sales pipeline.
PipelineDeals offers a two-way integration with Google For Work and Outlook, which allows users to sync calendar, contacts, and email with their PipelineDeals to keeps everything updated. PipelineDeals also integrates with many popular apps through the marketplace using its API, including MailChimp, Google For Work, Outlook, Excel, Google Sheets, Zapier, and more.

Deal and lead management

PipelineDeals helps reduce redundancy and delays by organizing data with a framework for collaborative selling. Businesses can cultivate prospects more efficiently with activity tracking and email notification to know the next best course of action.

Sales goals and cycle

With PipelineDeals, businesses are able to assess and update sales goals. It integrates with MS Excel and Google Sheets, which allow users to create unique dashboards and update on-demand from the cloud. Users can launch persuasive email campaigns using the deal management feature that gives insights into each prospective lead. The platform dashboard will show all the tasks that need to be prioritized, and these tasks can be tracked in real time. The software will also assign leads to the right sales reps while avoiding duplicates.

Team goals

This platform offers six goal-centric tools in conjunction with a leaderboard to help encourage teams. Businesses can set sales milestones based on revenue, completed tasks, new leads, forwarded leads, and closed deals. The dashboard can also be customized to show company goals with real-time updates. The sales dashboard gives users key insights, and daily pipeline activities are sent to the dashboard inbox detailing revenue intake and deals closed. PipelineDeal’s 3D charts give users a visual medium to evaluate data as well.

(Last updated on 03/17/2020 by )

Quick Facts

  • Industry Specialties
    All Industries
  • Pricing
    Low-end
  • Works Best For
    Mid Sized Businesses

Screenshots

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Video

Features

  • Account customization
  • Calendar
  • Contact & lead management
  • Customizable reporting
  • Data importing
  • Deal tracking
  • Document storage
  • Email tracking
  • Google apps integration
  • Lead management
  • Mobile access
  • Real-time notifications
  • Sales acceleration
  • Sales pipeline tracking
  • Team collaboration

Integrations

  • ActiveDEMAND
  • BedrockData
  • CallRail
  • Google Apps
  • Import2
  • Kixie
  • LinkedIn
  • MailChimp
  • Microsoft
  • Paycove
  • QuickBooks
  • RightSignature
  • Webmerge
  • Zanier

Pricing Model

  • Start Plan
  • Develop Plan
  • Grow Plan

Languages

  • English