5 / 5
1 review

Who Uses This Software?

We target teams who want to achieve mastery of their craft. Or who at least think CRM should be a whole lot faster, clearer and aligned with strategic sales training than it is today.

Average Ratings

1 Review

  • 5 / 5
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • PipelineManager
  • www.pipelinemanager.com/
  • Founded 1999
  • United States

About PipelineManager

Disrupt your CRM with this solution while keeping your customer data undisturbed.

PipelineManager Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

PipelineManager Reviews

Pipeline to Productivity

Jan 23, 2012

Comments: I started using Pipeline Manager for my 5 SFDC seats 8 months ago. It was easy to install, and with the opportunities I had loaded, it immediately created a visual of my sales funnel. My company does outbound telemarketing and face-to-face sales calls. My telemarketers use Pipeline to manage their calls to prospects. There is a very helpful feature called the Sales Processor which has scripts the team is using and continually revising for our phone calls to prospects. The outside sales team likes using Pipeline because it is easier to use than navigating inside Salesforce. They get the colorful representation of their funnel which helps them and me to better manage the stages of their work. The productivity of my team has risen from the use of this product. We are capturing more data and turning it into useful information to better manage my business.

Pros: Ease of installation for trial. Ease in integration with SFDC. Simplicity of the application use. The graphic nature of seeing my companies sales funnel. Less time spent on entering data, than in SFDC. Quick response to on-line support.

Cons: The current amount of training materials available. They have good help functions in the tool, and a responsive 'feedback' button, along with several training sessions to get me started, but some video based training would be helpful.