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Unlimited Access to All Features including Mobile
Full Offline Capability
Accounts, Contacts, Leads, Opportunities Unlimited
Pipeline & Archive Management
Tasks, Appointments Unlimited
Document Storage 2 GB
Alerts & Notifications
Built-in Internal Messaging
Accounts and Contacts Auto Profiling
Automatic Task Scheduling
Visual Buying Center
Visual Org Chart
Dynamic Velocity View
Dynamic Opportunity Timeline View
Dynamic Target Views
Target Multiple KPIs
Unlimited contact updates
Analysis of incoming email signatures
Addition of latest network details for your contacts
Automatic address book updates in Gmail, Outlook, Office 365
Unlimited use of Chrome plugin
Centralized account management and billing
Automatic updates to individual or team address books
I really love using Pipeliner. It has made my life so much easier!andnbsp; The functionality is spot-on. It gives us greater visibility of what is happening per team, per sector, per campaign we are running.andnbsp; It's really easy to use and powerful on the screen in meetings. I particularly like being able to jump from view to view and also the velocity option.andnbsp; I find the Navigator really good too, especially for summarising overdue tasks and the upcoming activities bar at the right hand side, makes planning even easier. The support is also excellent, my contact Todd is always available for any queries. His knowledge of the tool is first class and he has helpful suggestions to make everything run smoother. Recommended!
One would never need to update your address book by copying the information from email signatures. Evercontact is a service that helps keep your mail contacts (Gmail contacts, Outlook contacts, Office365 contacts and Outlook contacts) and your CRM contacts (Connectwise, Salesforce and Highrise) always updated by mining your email accounts to create and update contacts. It simply takes out the pain of manually trying to find updated contacts or digging into the mail archives to find the contact of a person who emailed you once. Evercontact works in the background and will never erase your existing contacts.
Pros : Evercontact works even retroactively. It offers a Flashback feature which can scan up to 5 year old mails and can create or update the contact list. It gives you full control on the changes made to your contact list. You can chose to manually confirm or reject the changes suggested or go for completely automated option. You can even chose to receive the updates daily, weekly or monthly. It saves a lot of time and no contact is ever lost. A chrome plugin if also on offering which can let you save contact details from any web page in the browser and directly save it to the address book. The plugin is automatically able to identify which information is of what type and then updates the correct field with the correct information in the address book.For business users, keeping all contacts intact and updated is very important especially in sales dominated organizations. Also, in case of people moving out of your organizations, lots of important contacts go away with that person. With Evercontact, one cane always keeps on scanning the emails so that no contact is ever lost.
Cons : Evercontact scans the email for contact information in the email signatures which means that all the emails are accessed by the Evernote. Although Evernote claims that only an automated computer program does all the process and the email copy is deleted after the contact information has been extracted, it is hard to trust when your life runs on your email account. There have been instances of companies claims of deleting user information have been found false.
This is the Microsoft Dynamics of the CRM world. Software made to sell itself, meaning if someone demos it to a CEO, they'll be massively impressed. A CRM is as good as it's usage by salespeople. This CRM struggles to get that.
Thursday 22 May 2014
Pipeliner is the first CRM application to really link method with process. The method is the logical sequence of events in the customers buying steps, and how this translates into what the sales organization does to move an opportunity forward.More about Pipeliner CRM
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