Gain All Insights from Comparing KPIs to Previous Records with Pipeliner CRM!
Welcome to Pipeliner CRM Mobile Application Training! In this particular video content, we are going to pay heed to how one can manage while comparing any numeric field to the previous period (data) with Pipeliner CRM Web Portal. From the different traditional CRM portals, many people have shown an active interest in the Pipeliner CRM web Interface. In this web portal, now it is easy to go along with comparing any numeric fields to previous data, also including the areas you create yourself. It’s an excellent way to judge between result comparison and target comparison to having a close look at the data changes in the form of percentage flow! Making both the comparison helps you prepare on what target you can work on to get it from ‘Lost’ to ‘Won.’ To get to know about the sales & IT process flow, go to the Pipeliner CRM web Portal gear button and click on the ‘Target’ tab. The most promising thing about the use of the target difference helps you seek all information about Target Value Evaluation with core opportunities evaluation of the overall process with results. When you scroll down the Target Value Evaluation, you get a drop box showing-Opportunity Value, Only Count, Calculated Validation, Commission, Margin Value. Let’s learn about Opportunity Value. In Opportunity Value Drop down, you can access the ‘Only Count’ sub-tab, where you can see which of the opportunities are ‘Won’ or ‘Lost.’ Also, one can get access to weighted and unweighted leads. While scrolling the ‘weighted’ target tab, you can have a look at the (Ranked, Balanced, Unweighted, and Real Target). In all the four options, you can get to know the performance of the IT and Sales professionals in terms of percentage. By switching the tabs from ‘Opportunities Value’ to ‘Only Count,’ you can have access to the difference of the opportunities that you lack as per result comparison and target comparison all in all. 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 useful videos. Till then, watch the other helpful videos on the channel and a few of the videos are linked below: 01. Connect Trained Sales Professionals with Pipeliner CRM Navigation Link: https://youtu.be/DThSq0ZQWEc 02. CRM Cloud For Instant Visualization of Pipeliner Process and Activities! Link: https://youtu.be/kyD8jIRmtvk 03. Connect Seamlessly with Pipeliners CRM Gmail Plugin Link: https://youtu.be/UQzirXJo6O0 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/ #opportunitiesvalue #dropbox #salesprocess