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  • April 1, 2021
  • News

Pipeliner CRM enables enhanced reporting options for sales organizations in latest release

Pipeliner CRM is releasing a comprehensive reporting and analytics solution for sales leaders that provides automatic, instant, actionable, and dynamic insights into past, current, and future performance trends.

New features allow sales professionals to take advantage of digital transformations with enhanced reporting options for performance indicators and quotas, along with exceptional visual aids, 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 CRM allows organizations to interpret data utilizing the four main types of analytics including.

  • 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.

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.

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. 

For more information about this release, visit www.pipelinersales.com.

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