Pipeline Manager

Visibility, accountability and coaching for Salesforce

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Pipeline Manager Overview

What is Pipeline Manager?

Salesforce is an amazing cloud data solution. It does practically everything.
And that's a real problem for busy salespeople.

Sales teams don't have time for everything. Great sales managers can't take time to learn to do everything. Or create forms and reports for everything.
Time-strapped sales teams should only take time to do one thing: sell.
And that's not easy. Selling isn't one task, it's a whole range of skills.
A band aid approach isn't any better for a sales team than it is for a hospital's emergency room.

A true sales solution has to manage a wide range of selling issues.

Pipeline Manager treats visibility, forecasting, coaching, change, inside selling, account management, etc. as one ecosystem. A learning ecosystem.

Example: Visibility. In the Pipeline you finally get AMAZING visibility. And then you'll ask:
"Then what?"
Keep asking and refining the answers with a single powerful visual - your Pipeline. The Pipeline gives you ways to get better answers than you've ever had with any other tool in sales.

Then what?
So you have answer... you want to change something. How? Yell? Beg? Bribe?
Been there?
How can you make a real and long-term change? By Teaching. Coaching. Changing the team's daily habits.
Guess what? CRM could be GREAT at that... only nobody ever asked it to. The Pipeline does. First we give people cloud spreadsheets to make it easier and faster to work. We make people like the new environment.
Then we give management a way to help strategize - and even set up full sales processes/workflows that live inside the tools that people use every day. They don't go out to some separate form or add-on. Coaching lives inside tools that people use to manage their tasks during the day.
We also revolutionize the way they manage their calendaring - all around efficiencies that no calendar can touch.

Then what?
CRM brings alignment to the teams. Of course multiple processes to address different markets, products, etc. It's a way to finally align Sales and Marketing.
And Inside Sales.
And Account Management.
Create processes that get Inside Sales to truly qualify the leads.
Create processes that improve your position with your key clients year over year.

Then what?
Analyze, fine tune, coach and implement again. Because everything you need to do is in any manager's hands. All the processes, data points and help is in a tool so easy to understand that even the CEO could use it.
Adapt the processes for a new product roll out.
Embrace the cultural differences when you break into a new territory.
Add an action that leverages your new technologies and ensures that the next sales tools get used - and used the right way.

And that visibility you wanted? That's helping you to see that the team is on track with your guidance. It's helping you see the ones who are struggling. You're seeing the ones who seem to be working magic - so that you can capture their magic and share it with the rest of the team.

That visibility is also helping you to communicate with the rest of the organization. Forecasting isn't something you spend hours on anymore. It's something that's available anytime - because that visibility IS a forecast. When a solid process backs up a series of stages, nothing hits the final stages unless the homework has been done. When you have the evidence that shows the homework leads to closing, then the final stages show what's closing. Period. No percentages. No gut feel or psychology. No sandbagging. No gaming.

Just good selling. Selling that's improving every day because of the tools that people want to use because they finally answer a question that CRM never answered properly before:
"What's in it for me?"

Every person who uses the Pipeline has a much better chance to do more than just make money.
They are getting better at what they do. It's an expertise they can take anywhere.

And if you want to build a team of experts. You need more than an app. You need an ecosystem: Pipeline Manager.

Pipeline Manager Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Open Source

Costs much less than salesforce.
Ask about our multi-year discounts.


Pipeline Manager Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China, India
Supported Languages
English

Media

Spreadsheet in the Cloud
Minimal strategic qualifiers
Tell the story of the sale
Execute like the masters do
A Pipeline... really
Pipeline Manager video Pipeline Manager screenshot: Spreadsheet in the Cloud Pipeline Manager screenshot: Minimal strategic qualifiers Pipeline Manager screenshot: Tell the story of the sale Pipeline Manager screenshot: Execute like the masters do Pipeline Manager screenshot: A Pipeline... really

Pipeline Manager Reviews

Pipeline Manager Reviews

Overall rating
5
/
5
Excellent
1

Very good
0

Average
0

Poor
0

Terrible
0

Value for Money
0
Features
0
Ease of Use
0
Customer Support
0
100% recommended this app
Scott S.

Pipeline to Productivity

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.


Scott S.

Pipeline to Productivity

Reviewed on 2012/01/23
Review Source: GetApp

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.

User recommendation
0/10
Based on 1 user ratings
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Pipeline Manager Pricing

Pipeline Manager Pricing

Starting from
N/A
Free Trial
Subscription
Open Source

Costs much less than salesforce.
Ask about our multi-year discounts.

Costs much less than salesforce.
Ask about our multi-year discounts.

Value for Money
0/5
Based on 1 user ratings
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Pipeline Manager Features

Pipeline Manager Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
0/5
Based on 1 user ratings
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Categories

Additional information for Pipeline Manager

Additional information for Pipeline Manager

Key features of Pipeline Manager

  • 100% Native - use sf and the Pipeline side-by-side
  • Cloud spreadsheets to make updating instant
  • Efficiency tools that are light-years better than datebooks
  • Guess-free Forecasting
  • Management coaching merged into daily workflow
  • Nearly instant installation into salesforce.
  • Process tools that put meaning behind every visual
  • Team selling that manages the chaos
  • Update processes without calling admins or IT
  • Visibility tools - beyond any pie chart or line graph

Benefits

TIME, TIME AND MORE TIME
And if there is any job where time=money, it's sales. After all, if we only save an hour a week, that's 50 hours per year. A week more every year - to sell!

And once you're on the Pipeline, you'll be saving much more than an hour a week!

Managers can stop wasting their time becoming IT experts and reporting gurus. On the Pipeline they ask the questions that move business - NOW. Then they ask follow up questions, always refining the Pipeline view, looking at their answers by stage and by date.

Good reps won't waste time slogging through form after form.
After form.
One spreadsheet gives you access to all your leads. Filter them, contact them, convert them in a fraction of the time you take to manage leads one form at-a-time. Another spreadsheet manages qualification processes. Another for basic opportunity management.

Save weeks more typing time for the team by adding a sales process so that every person never retypes the same task twice.

And the biggest time saver of all - do your processes the right way every time. That means dropping dead weight on the Pipeline early. It means more time saved managing each opportunity like the best in the business - and the best are always looking for how they can shorten the entire selling cycle.

MOTIVATION
Guess what. Salespeople actually are NOT coin-operated. Look at the studies. The more you try to push with money, the worse the performance. Smart salespeople can game any comp system you can come up with. Just imagine all the time spent gaming the system that could have been spent on customers. Now think of all the money that didn't do what it was supposed to do.

Three things motivate people and make them happy in their job: Mastery, Autonomy and Purpose (MAP).
Mastery - The Pipeline is 100% about mastery. Mastery in sales means that you are good today and that you know how to adapt to become even better tomorrow. That ability to change, learn and grow is the entire philosophy behind the Pipeline. You're never done getting better as an individual, as a team or as a company.
Autonomy - Salespeople are often considered to be the 'lone cowboys' of the organization. So let them roam free. Micromanaging rarely moves the needle. The Pipeline does because it makes them want to use a tool that that they see helps them to get better and manage more business at any time. That daily usage gives management all the information that they could ever use. It's the end of Big Brother and the start of Master Coach.
Purpose - Corporate mission statements only go so far. When there is a big mission in an organization, that should flow through to every contact with a customer. A tool that manages the process will also managing messaging, and so remind every user about what they are really there to do every day.

SIMPLICITY
Learning the Pipeline takes almost no time - because we leverage change management principles throughout. We start people with our spreadsheet. They use a tiny form. The form expands as they are ready to add more information. It adds a process that guides them to put in the right information at the right time. No more monster forms of confusing datapoints. Just guidance to talk less and ask questions more.

New-hire time to productivity is MUCH faster. People have fewer choices, more guidance and built-in expertise to guide them every step of the way.

A single core graphic metaphor - the Pipeline - is a simple way to look at countless business issues from every angle - and then dive into underlying problems, as well as proposed solutions.

As the old saying goes, the only thing a salesperson has to sell is time. The Pipeline overhauls the entire time equation - from the single mouse click to the full sales process. It eliminates every wasted motion to power only the work that improves sales and management performance - and moves business forward.

Pipeline Manager FAQs

Pipeline Manager FAQs

Below are some frequently asked questions for Pipeline Manager.

Q. What type of pricing plans does Pipeline Manager offer?

Pipeline Manager offers the following pricing plans:

Pricing model: Subscription, Open Source

Free Trial: Not Available

Costs much less than salesforce. Ask about our multi-year discounts.

Q. What are the main features of Pipeline Manager?

Pipeline Manager offers the following features:

  • 100% Native - use sf and the Pipeline side-by-side
  • Cloud spreadsheets to make updating instant
  • Efficiency tools that are light-years better than datebooks
  • Guess-free Forecasting
  • Management coaching merged into daily workflow
  • Nearly instant installation into salesforce.
  • Process tools that put meaning behind every visual
  • Team selling that manages the chaos
  • Update processes without calling admins or IT
  • Visibility tools - beyond any pie chart or line graph

Q. Who are the typical users of Pipeline Manager?

Pipeline Manager has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

Q. What languages does Pipeline Manager support?

Pipeline Manager supports the following languages:

English

Q. What type of pricing plans does Pipeline Manager offer?

Pipeline Manager has the following pricing plans:

Subscription, Open Source

Q. Does Pipeline Manager support mobile devices?

We do not have any information about what devices Pipeline Manager supports

Q. What other apps does Pipeline Manager integrate with?

We do not have any information about what integrations Pipeline Manager has

Q. What level of support does Pipeline Manager offer?

We do not have any information about what support options Pipeline Manager has