At its core, CRM software is supposed to be straightforward and simple—an ideal concept for salespeople whose focus should be on establishing customer relationships, not on striving to be tech-savvy. There lies the rub. While all CRM applications are designed to help businesses enhance customer relationships, technical complexities, and lack of training contribute to why many CRM systems fail to work for a business.
Pipeliner recognizes the flaws in the application of CRM tools and the challenges in user adoption, especially when it involves tech-challenged users. This is one of the reasons why CRMs like Pipeliner take UX design and training seriously.
In this article, we will examine how Pipeliner manages to accomplish and maintain a CRM software that is easy to deploy, use, and leverage across tiered plans targeted at specific users. You will find Pipeliner able to scale to advanced features while keeping an intuitive interface and navigation.
Fast forward to 25 years from its conception, CRM technology encounters challenges in user adoption. Some CRM applications, which are all advertised to streamline business processes for optimal efficiency and profitability, have become more complex to accommodate industry and market changes. The reason? Some users feel saddled into a multitude of elaborate designs and functionalities. Levels of design sophistication vary, and while advanced features are extremely useful in keeping up with market and industry changes, a lot of these improvements are only for tech-savvy users.
A market study that delved into the correlation between sales performance and CRM adoption showcases that sales organizations with more than 75% CRM adoption rate have a higher win rate of sales forecast deals as compared to companies with CRM adoption of lower than 75%.
Source: Miller Heiman GroupDesigned by
Pipeliner CRM responds to the need for an application that is simple—not just in concept but especially in implementation. Nothing is better than having a sales team that knows how to utilize a CRM tool like the back of their hands. It comes with features that give your sales team clear and attractive views of contacts, leads, sales process, opportunities, advanced analytics, and more, Pipeliner CRM has mapped the necessary steps from driving customer engagement to closing deals to generating vital reports with a simple drag and drop interface that is accessible on mobile and even without an Internet connection.
Pipeliner CRM is a dynamic, intuitive, and highly visual tool designed for driving high engagement, which creates a strong opportunity not only for sales but also for customer loyalty. What makes it unique is it does not require technical administrators, programmers, or tech consultants to operate, which is a cost-saving advantage to the company. This CRM’s interface sticks to the easy to use principle, which allows even non-techy users to perform tasks usually reserved for administrators. Another strong point of Pipeliner CRM is its offline capability. Your sales team can work anywhere with its mobile application equipped with artificial intelligence technology and offline accessibility.
With all the features and benefits it offers, you may wonder how much does a Pipeliner CRM cost as the software sounds like an expensive tool to maintain. Pipeliner CRM pricing, however, falls under the practical category. Pipeliner has three package plans equipped with robust and unique features for a small business’s basic sales needs to a large enterprise’s more complex sales process. Pipeliner CRM pricing plans are user-based and billed on an annual basis with the option for monthly payment currently available only in North America.
Pipeliner CRM pricing starts at $25 for every user per month. This plan incorporates all basic sales management features, marketing automation, multiple integrations, and mobile access. Below are some of the Starter plan’s leading features:
This plan covers the end-to-end sales process ideal for a small team or a starting business with features necessary for optimizing the sales team’s foundation. With this package, you can import your existing accounts, contacts, leads, and opportunities from CSV files into Pipeliner CRM, where you can organize and manage them on your customized pipeline stages. Tasks and appointments are also easily monitored in a calendar view with Pipeliner reminders that you can customize either as a pop-up or via Notification Hub so that no upcoming activity will be missed.
When it comes to reporting and analytics, the Starter package offers the standard and pivot table reports, which data updates automatically when you make changes to an existing record. Marketing automation software feature covers email functions from email automation, mass email tracking, customized templates, personalization, and email integration.
All website features are accessible via Pipeliner mobile CRM with other mobile-specific features, such as a notification center, business card scanner, viewing contacts/accounts on the map, and more.
The Business plan is priced at $65 per user a month ($75 if billed annually). It includes more advanced features, such as:
On top of the features included in the Starter package, this plan provides all functions and productivity features of Pipeliner CRM. Added features such as the navigator dashboard give a visual overview of a specific account and relevant tasks you have to accomplish for this account. If you are dealing with clients from different parts of the globe, you can also create an exchange rate list and enable multiple currencies by adding from the Pipeliner CRM’s worldwide currency list.
Document management follows the “ease of use” principle as you can easily attach various documentation not only from your computer but also from other integrated applications, such as Google Drive. With this plan, the administrator can also add more sales action fields to the pipeline if necessary. Training also has more options, which include onboarding consultancy and customization and web sessions for user and admin training.
At $85/user/month, Pipeliner CRM’s Enterprise plan allows you to harness its full capability with the following features:
Designed for businesses that need more advanced assistance, Pipeliner CRM’s Enterprise plan is packed with further customization controls, overview, reporting, and more. Sophisticated features, however, does not necessarily mean more complicated operations as Pipeliner CRM continues to keep its “ease of use” principle even for the Enterprise plan features.
Already known for its highly visual interface, Pipeliner CRM adds more overviews into this package, which gives its users the dynamic and visually entertaining bubble chart view that keeps track of opportunities. You can also have a quarterly view of activities, which is helpful when reviewing your team’s performance—the strengths, weaknesses, and rooms for improvement.
The enterprise package is also the only one with a prioritized tech support feature as well as onsite training for your team to get onboard.
Choosing the right plan relies heavily on your business size and needs. While Business and Enterprise packages have more exciting features not found in the Starter plan, some of these features, if not all of them, may not apply to your team, yet. On the other hand, the Starter plan’s pricing may sound more appealing; the question is: are its features enough to deliver what you need?
Detailed Pipeliner Review
Another factor to consider when choosing the right plan is to check your existing systems and assess how you can integrate them with Pipeliner CRM, and what changes you have to make to adapt to a new system workflow. Always keep in mind that one of CRM’s main role is to incorporate the different systems and processes for seamless and smoother overall operations. Pipeliner CRM is not just for sales but for every system that affects and impacts your sales operations.
To get an idea of how Pipeliner CRM works and how it can work for you, your team, and your business, you may sign up for the 14-day free trial.
CRM technology has gone through massive growth in its more than two decades of existence. These developments, however, are all geared toward the single goal of helping you establish strong customer relationships to drive business growth. And with the number of CRM solutions available in the market, it is just a matter of choosing the right solution, starting with any of these top CRM solutions.
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