Pipeliner CRM Introduces a New and Powerful Set of Analytics with Enhanced Reporting Options

Sales Manager using Pipeliner CRM

New functionalities include performance indicators and quota forecasting plus a set of visual aides to help sales leaders ascertain current and future performance trends.

Pipeliner CRM announced that it is launching the most comprehensive reporting and Analytics solution available to provide automatic, instant, actionable, and dynamic insights into past, current and future performance trends. New features allow sales professionals to take advantage of today’s digital transformation with enhanced reporting options for performance indicators and quotas, along with exceptional visual aides such as line graphs, bar and pie charts allowing for more intuitive analytics. In addition, the unique Power Panel feature in Pipeliner CRM enables users to view the data from different perspectives and set filters to isolate the important details and provide deeper analysis.

“The constant changes in today’s business world have increased the demands for the immediate delivery of data. Automation features and functions in Pipeliner CRM provides the means for sales teams to organize and interpret data so that leadership decisions can be made rapidly and accurately,” said Nikolaus Kimla, CEO of Pipeliner CRM.  “Deep analytics with actionable insights can lead to more efficient and effective strategies to leverage opportunities and quickly understand indicators and performance.”

“Pipeliner is the only CRM that provides data in a fully visual form, without this instant dynamic visualization, sales leaders cannot easily identify the trends that will greatly impact their organizations,” continued Kimla.

Pipeliner CRM allows organizations to interpret data utilizing the four main types of analytics.

  • Descriptive Analytics: “What Happened?” This includes data and reports that outline what has already transpired.
  • Diagnostic Analytics: Why Did It Happen? This enables users to analyze why some deals have not been closed, or have even been lost.
  • Predictive Analytics: What Could Happen? Once the data is analyzed, Pipeliner CRM analytics will offer sales pros a view of possible future performance.
  • Prescriptive Analytics: What Should We Do? Prescriptive analytics provide a clear path forward for sales teams. The primary source of prescriptive indicators utilizes the Bubble Chart View which shows a multi-dimensional view of opportunities plotted by sales stage, closing date and size.

 Performance Insights Provides Visibility into the Pipeline:

Pipeliner CRM is offering another new feature called Performance Insights, which provides organizations with visibility into the overall pipeline health including open versus lost opportunities. In addition, sales teams can filter the analytics in multiple ways including by User, Sales Unit and Pipeline level. This allows the organizations to have insight into the performance of both sales individuals and teams, providing analysis into, for example, the amount of leads that are being generated and created. As such, Pipeliner CRM will offer a complete performance overview, with leading and lagging indicators, insights, and overall performance. When sales teams leverage the Power Panel to filter the data, they can ascertain all of these factors by sales unit, product lines, type of sales or any other element.

The Performance function also enables the user to have insight into the following:

  • Velocity: How fast a sales rep is closing an opportunity
  • Conversions: This includes the conversion Rate and Average Win rate
  • Win Probabilities: This helps determine the best chance of winning the opportunity in the particular step, compared to configured values in Admin
  • Number of Qualified Leads

Quota Planning Has Been Added to the Pipeliner Forecasting Functionality:

Pipeliner CRM Forecast Reports provides a powerful means to set and track Quota achievement in real time. Reports can be shared only with specific team members, or across the whole sales unit, depending on preferences. Robust analytic tools also enable the full quota picture that offers a deep dive into the historical quotas as well as allows managers to update the quotas in bulk for the current year.

Overall, sales managers can perform the following functions:

  • Set Quota period: Monthly, Quarterly, Yearly
  • Set Quotas for either Sales Unit Quotas or Individual User Quotas
  • Quotas Options:
    • Custom: Allows the sales manager to define quotas for every sales rep manually
    • Evenly: Based on Expected Quota, Pipeliner will split quota evenly among the sales reps
  • New Forecast Graphs allows sales managers to visualizate how far the team is from hitting an expected quota.

About Pipeliner CRM

Pipeliner – The Better CRM is built by salespeople and used by salespeople. Pipeliner CRM is based out of Los Angeles, California. Pipeliner is an innovative sales application that combines powerful sales productivity tools, built-in automation engine, and visualized reporting & deep analytics to help companies gain a competitive edge in sales. Their mission is to positively influence the mindset of salespeople and remind them of their higher purpose to be: “a wealth creator and peace producer”.

About the Author

Nikolaus Kimla is CEO at Pipeliner CRM.

Nikolaus is a true entrepreneur: over the last 40 years he has created six businesses, three of which are still going strong today. His experience in the software industry goes back over 20 years to his founding of uptime ITechnology. Through his work at uptime he learned software development from the ground up and, as noted above, the company has been a resounding success.

Following the project of World Check (World Check was acquired by Thomson Reuters 2011), which uptime has completed developed and overseen the IT for more than 10 years and still working today on it,  Nikolaus’s attention turned to sales—for he felt that salespeople were seriously undervalued and unsupported in today’s business world.

Thus began the 8-year journey that ultimately resulted in Pipeliner CRM—a unique solution that actually empowers salespeople to sell instead of burdening them with cumbersome administrative duties as traditional CRM solutions have.

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