PipelineDeals

About PipelineDeals

PipelineDeals is a CRM program designed to manage and track the sales process. Founded in 2006, PipelineDeals now has offices in Wayne, PA and Seattle, WA. Their program is intended to streamline the sales process. Their goal is to provide an easy-to-use service that aids in team productivity but doesn’t add unnecessary complexity. It boasts a simple, straightforward interface for contact management and monitoring sales team progress.

PipelineDeals offers plenty of options that will help your team manage the sales process and learn from the data. It utilizes simple visual dashboards that display several pipeline metrics. The dashboard also provides a daily overview called the “Morning Coffee Report” that quickly summarizes the previous day’s progress. PipelineDeals integrates with any mail client and can store email conversations within a specified client record. It provides flexibility by providing 12 standard data fields in addition to 25 custom fields. It also allows for visual customization to allow for brand support. Additionally, the software is available on mobile devices for no additional cost. Thanks to an affordable monthly per-user rate, PipelineDeals is suitable for small businesses. Although they don’t offer a 24/7 support line, they provide an extensive online library of manuals and video tutorials.

Prestige Worldwide Logistics is a transportation management company that provides trucking, shipping and warehousing. After implementing PipelineDeals, they experienced an increase in cold calls and converted sales. The mobile features of PipelineDeals allowed for collaboration betweeh their in-house sales team and outside representatives.

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(Last updated on 05/05/2016 by Mary Houston Coker)