32 Benefits of Pipeliner CRM

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1 SLIDE DECK: 32 Benefits of r CRM

2 32 Benefits of r CRM r originally was designed as a tool for sales empowerment. With its newest release r meets the highest requirements for enterprise CRM solutions. The oldest and still most urgent CRM issue that companies have to face is low user acceptance, which results in poor data quality and misleading sales information can lead to strategies that put a business in serious risk. r is a revolutionary CRM System that focuses on sales management and is designed to truly support and empower the sales representatives in their day-to-day job. That is why they love to work with it and that is why we solved this industry problem. r offers the capability to implement your own standardized sales process and sales methodology. Each user works on his personal visual pipeline and has a clear understanding of his performance, potential deals and next steps to be taken. Every single pipeline is connected to a central database that allows users to share accounts, contacts, deals, documents, activities and reports throughout the organization. r offers a powerful permission based system to share content within teams and offers a great scalability. If your company is an international or national organization, r is the perfect answer to requirements such as company-wide reporting with a single click, regional and international forecasting, easy to use dashboards and analytics. Equally important are the collaboration features that allow working together as a team on mutual projects or sales. Fully visualized and interactive sales pipeline Sales Velocity Sales-based navigation menu Team lead management Intuitive drag & drop leads to opportunity qualification Complete account management Smart Org Chart Social Media CRM Buying center visualization Activities linked to the opportunity Timeline view Sales optimized dashboard graphs Sales optimized management reports Rich Reports 1 Click Away Hit-Rate manager Out-of-the-box opportunity history log Sales pipeline archive Settings Sales dynamic target Instant on-the-fly filtering of all your data Sales opportunity document methodology Notes management Improved Document Management CRM Apps Marketplace Customization Template designer Advanced product clusters User role management Multiple pipelines Website Services Auto Calculated Fields Integration Mobile solutions Sales oriented integration to Outlook Out-of-the-box offline solution 2

3 Fully Visualized and Interactive Sales A sales application designed from the ground up to provide new ways to quickly and intuitively guide you through the process of closing deals more effectively. We made it more interactive, visual, safe and easy to use. Arrange sales opportunities by closing date or value Group sales opportunities by owner or sales team Filter opportunities by product or ranking Easily drag & drop opportunities along the sales process drag & drop the opportunity 3

4 set the warning notifications Sales Velocity With r, you can now track the number of days an opportunity has remained in any given sales step. Monitor the Age of Your Opportunities Effectively Reduce Your Sales Cycle Maintain the Quality 4

5 Sales-Based Navigation Menu All menus are perfectly arranged at a glance on the r main navigation bar. Click to see the functions. Have always the most important features at your fingertip Switch between all features by pushing the button reach all the sales tools you need 5

6 Team Lead Management Gather leads from any other system into the specific and unique r feature Team Lead Management where all your leads are stored and ready to be assigned to your sales reps by using an easy drag-and-drop system. Assign lead from the team lead pool Filter leads by owner or elapsed time in the team lead pool Release lead back to the team lead pool manage your leads in lead pool 6

7 qualify lead from lead list Intuitive Drag & Drop Leads to Opportunity Qualification Qualifying the leads into real opportunities has never been easier. Just use the drag & drop functionality to do this. Drag qualified leads into the sales pipeline Send disqualified leads into the sales pipeline archive Reassign leads to your sales team members 7

8 track your customer relationship Full-Blown Account Management Qualify and classify your accounts according to your preferences. Get all useful information about opened opportunities, activities, notes, documents etc. related to the account with just one mouse click. Classify your accounts Create your custom list of accounts type Manage all opportunities related to a particular Account Create buying cycle charts of your accounts 8

9 Smart Org Chart All of your accounts and contacts are fully mapped in our new feature The Smart Org Chart. You decide who and what to pin from the Org Chart to the Buying Center (another valuable view of your buyer s hierarchy for any Opportunity). Remember, you can pin one to many with any and set a Primary Contact a uniquely powerful capability. Imagine you are now visually orienting your sales process from creation through close. Build Organisational Chart Easy Print Org Chart views Link important people The Smart Org Chart Maps Accounts and Contacts Automatically 9

10 interact with your contacts over social media Social Media CRM Acknowledging the ongoing importance of Social to the selling process, we ve blended social features into sales workflow. In Phase 1, we ve connected r CRM with Twitter, Facebook, LinkedIn, and Google+. You can see and interact with your contacts and accounts in social environments. Twitter: Search, follow, retweet, favorite LinkedIn: Search, view profile, connect, see feeds, see connections Facebook: Search, Friend and Like, view posts Google+: Search, view profile, add to Circles, comment, share, and +1 10

11 Buying Center Visualization Create a visual buying center chart of an account and define the relationships between all members. When it comes to complex or high volume sales processes, this is the tool to work with! Visualize the internal relationships of an account you work with Find and define decision makers within the organization Write down all the competences of the people within the account Who are the Gatekeepers? 11

12 manage your tasks and appointments Activities Linked to Leads, Opportunities, Accounts and Contacts Collaborate on your opportunities within your sales team by sharing or assigning tasks, scheduling meetings or posting an internal message. The new feed function allows you to have a chat like conversation related to all the information in your database. Manage and share activities Schedule appointments and invite your team members to join Post messages and share them with your sales team 12

13 drag the timeline Timeline View Get an instant overview of your opportunities and All related information in a dynamic timeline view. Table based management of the opportunities Filter opportunities by product or owner Sort opportunities by value or closing date Manage opportunities in the timeline view 13

14 enlarge to see more details Out-Of-The-Box Sales Optimized Dashboard Graphs with On-The-Fly Comparison A management dashboard, which is also accessible directly from MS Outlook, provides valuable sales performance insights in real-time. It helps sales people to stay focused on achieving their goals and gives transparency and control to the management. Explore the sales pipeline chart Create account or opportunity based charts Choose from a set of more than 20 different chart types to measure your performance 14

15 filter records Out-Of-The-Box Sales Optimized Management Reports Management reports once more make r an excellent sales application. Reports that deliver accurate sales forecasts on which you can immediately act. Create reports by sales rep or product Filter any data shown in reports Export reports into Excel Print reports into PDF 15

16 Rich Reports - One Click Away Instant Reporting r does the heavy lifting for you when it comes to Management Reports. Now, in addition to the pre-filled reports Dashboard, we ve added a New Report button to other views throughout the application. Reports can be Starred and Saved for consistent use Create Management Report on closed deals for the current month Create Management Report on the Activities of the sales rep you re reviewing 16

17 print report into PDF Hit-Rate Manager Create activity-based sales management performance reports. All activities are measured and compared within a specific time frame. Define your own sales activities Track the activities made by your sales team Create activity-based reports by owner or sales team Save activity-based reports to PDF files 17

18 Out-Of-The-Box Opportunity History Log This function logs all of the changes applied to your data in detail. The team manager can set a time frame and monitor what his sales team has been working on within that set period of time. Track each activity made on an opportunity, an account, a contact or a lead Filter any data shown in history Save opportunity history logs to PDF files track your history 18

19 Sales Archive Sales pipeline archive shows all closed opportunities, in the same visual manner to analyze in which sales steps you lose and why. You are also able to restore any lost opportunity back into the pipeline. Arrange opportunities by closing date or value Group opportunities by owner or sales team Filter opportunities by product or ranking count of your opportunities in sales step 19

20 Sales Dynamic Target Dynamic sales targets make r an excellent sales application that delivers accurate sales forecasts you can immediately act upon. With one view on weighted, un-weighted and real target you can see the status quo of your sales performance. This allows you to analyze different scenarios in order to focus your efforts to the most promising activities. Set your sales target for a specific period Get an instant overview of your sales pipeline value set your sales goal Settings 20

21 Design and Build Your Sales CRM System in Parallel - On the Fly! Profiles Customize the look and feel of your r CRM as you fit it your organization Or any time you identify a way to improve your process, for example: Bottom line: Evolve your Sales Process to change or tweak your system as your business grows. Your r always fits your needs. You realize you should have an Additional Sales stage in your process You add vital-to-your business Custom Fields in your Contact Record Your Reps and Managers filter their Views to match their goals for the day Settings 21

22 follow your sales methodology Sales Step Documents r allows you to store template documents that apply to a specific sales step. These documents can be stored directly to the corresponding sales step as so called sales step documents. Once you need to create a specific document, you will find the correct template at the top of the sales step. The individual document you ve just created can then be directly attached to the opportunity You can attach documents also to leads, accounts and contacts Using the MS Outlook Integration you can upload your s content including attachments to Leads, Opportunities, Accounts and Contacts Settings 22

23 Notes Management Pin general or individual notes as you like to stay always on top of information. General notes are related to general pipeline issues; while individual notes are customized to selected opportunities and leads. Write and pin notes related to the opportunity or lead Create and pin general notes Drag & drop notes all along your r screen to the spot you like pin any note you need Settings 23

24 manage your attachment settings Improved Document Management It s important to collaborate on your sales documents within your sales team. These set of new crm tools for sales in r lets you collaborate with your sales team on documents and document your sales best practices to drive your sales effort. MS SharePoint Integration Dropbox App Google Drive App MS Office Integration Settings 24

25 connect your favorite tool CRM Apps Marketplace Integrate your favorite sales tools and Mobile CRM Apps. Connect the productivity applications you already use or extend the Customer Relationship Management Software with Mobile & ipad CRM Apps, your business can benefit from. Productivity CRM Apps Marketing Tools Other Great Tools You Already Use Settings 25

26 customize r forms & fields Template Designer With the r template designer, we are giving you the freedom of choice. Customize r exactly to your needs by adding any type of data to your r forms in order to track milestones, gather strategic sales data and key performance measures. Ensure that you and your team speak the same language, when it comes to communicating your sales process. Bring your custom fields into r Rename or replace fields you do not use Rearrange fields within the r data forms of Opportunities, Leads, Accounts and Contacts Customization 26

27 assign the opportunity to the product Advanced Product Clusters Products and services can be set-up directly in the customer portal. Each product or service can be directly assigned to an opportunity. Using the filter functionality described in No. 15 you are for example able to select all opportunities that relate to a specific product and affects also the management reports precise reporting on all levels. Products or services can be structured hierarchically. Create your own product hierarchy Filter the opportunities by products Run product based reports and export them into excel Customization 27

28 User Role Management With r, you can create and define your customized permission rights for every account, user, opportunity or any dimension you need. Create, define and maintain all r permission rights Set security roles for all r users Apply access rights for all features and fields within r define role-based permissions Customization 28

29 Multiple s Sales organizations have long struggled with systematizing their segments: territories, splits (inside / outside sales), and even sales situations (pre/post-sales, renewals and account expansions). With r CRM, you see it all. Every part of your sales organization is laid out before you. Now you can switch seamlessly between pipe views-- using the same shared database! Consolidated, connected teams Opportunity to look smart and organized Unified process management Multiple Pipes: The Sales Organization, Revealed Customization 29

30 bring web data into r Website Services You can connect any webpage (or photo, video, or data list) from an external website to a contact, account, or opportunity record. Add your favorite sites e.g., maps, search engines, financial sites and have immediate access to information you need from within your r CRM screen. For instance: Display industry intelligence information (e.g. D&B, BBB, Crunchbase, etc). View Mapquest directions or Yahoo! Maps for customer location View online shipping/billing information (e.g. UPS tracking) Customization 30

31 Auto Calculated Fields The ability to set up custom smart fields to help with opportunity scoring (and other sales and marketing efforts) is an impressive new capability for users who are tech savvy and familiar with rules engine theory. These drag-and-drop fields support dynamic ways to guide number-based metrics (e.g., customer ratings might be used to drive effective drip campaigns). use autocalculation formula Customization 31

32 Mobile Solutions one tap is all it takes to synchronize your devices Now you can take account/contact-, lead- and opportunity management on the road. Create, view and edit key customer and prospect information, take notes, schedule meetings, complete activities, update opportunities and more, wherever you go. Integration 32

33 sync your Outlook with r Sales Oriented Integration to Outlook Empower your sales performance using the free of charge MS Outlook add-in. Synchronize your contacts, meetings, tasks, create leads or transfer attachments to r by using the MS Outlook integration. Attaching s to r data helps you to keep relevant customer communication organized. All members of your sales team are, based on access rights, able to view this information. Synchronize your contacts between MS Outlook and r Create leads directly in MS Outlook out of an inquiry from one of your customers or prospects Save communication or documents as an attachment to r data Integration 33

34 Out-Of-The-Box Offline & Sync Capabilities Being an enterprise level CRM solution, r is out of the box capable of working offline. The synchronization as part of the unique r system architecture is a key feature that enables you to work offline, without any restrictions. r combines the speed and the reliability of a standalone application with the security, low cost of deployment and accessibility of a sales application hosted in the Cloud. Work on your sales targets anywhere and anytime Synchronize your data with your team members sync your data into the cloud Integration 34

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