How to Track all my Deals and Opportunities with Pipeliner CRM!
Welcome to Pipeliner CRM Mobile Application Training! With Pipeliner, you can instantly see how many opportunities you have in each stage with the all-in-one pipeline. You can move them easily by drag and drop in real-time, build your own sales process and set up your custom stages with their own percentage weightings and attach documents such as emails, templates and demo presentations to each specific stage where they are needed most and of course the target always shows me immediately where we are against our quota. Now, not only you easily customize your sales process but you are not restricted to just one. You can create multiple pipelines for the different sales processes in your company. For instant, you have one for telesales and another one for field sales; that way everything you do is process-driven and visual. Now have a look at the opportunities! You can view them by dollar value and also filter them by value owner or account. You can also look at if there is any stalled opportunity. Just with the help of one click, you can click what exactly they are and you can resolve them right there or plan an activity that will help you resolve them. You can set all of your sales activities for your reps. This will let you know what to do next and feel supported by the system. You can also schedule a meeting to discuss the proposal in order to move it forward. Watch the video to learn how to do that with ease. You can also customize fields you want in your opportunity with template designers just by drag and drop. With Pipeliner, you never need to feel alone, just hit help and search a topic to learn more. There are also some great hotspots that will highlight the features and explain it right there. About Pipeliner CRM: Pipeliner is reinventing CRM and leading the market with new ideas efficiently executed to meet the challenges of this digital age. We are a global company and always looking for new team members to help us build Pipeliner CRM and advance their own career goals. Thanks for watching the video, and subscribe today by clicking the link below! Share your experiences with us in the comment section! For more informational content, hit the bell icon and get regular notifications of our upcoming videos. Don’t forget to hit the like button; it will motivate us to create more effective videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. How to Check Notifications in Pipeliner CRM Mobile Application Link: https://youtu.be/Bj2E1BdRtOY 02. Essential Guidelines For Sales Activity Admin In Pipeliner CRM! Link: https://youtu.be/-faqFi_KMmQ 03. Essentials Regarding The License Usage In Pipeliner CRM Mobile Application! Link: https://youtu.be/rfNbFmuMblk You can visit our official website at https://www.pipelinersales.com/ and to stay tuned with the latest sales strategy, sales process and technology you must follow us on our social media channels as well: Facebook: https://www.facebook.com/pipelinersales/ Twitter: https://twitter.com/PipelinerCRM/ Instagram: https://www.instagram.com/pipeliner_crm/ #trackdeals #multiplepipelines #salesprocess