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Mobile Customer Relationship Management

Published 05/14/2012 and rated Ratingstars5 5 out of 5 stars
by Carmen Rane Hudson
What can you use the app for?

PipelineDeals is a customer relationship management tool that helps sales teams skyrocket their productivity. It offers a particular focus on high-end B2B transactions where deals can move through several slow phases. Account executives and sales representatives can update their managers on the progress of each deal at the touch of a button, both increasing communication and accountability. Tasks organization keeps sales representatives from wasting time while ensuring that they’re performing the vital tasks that will lead more deals to a successful conclusion. Representatives can log and update the details of every conversation so vital details don't get lost in the shuffle. PipelineDeals also eliminates paper waste and makes it easy to get a new sales representative up to speed on an assigned territory very quickly.

PipelineDeals screenshot
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What is the history and popularity of the app?

JP Werlin and Nick Bertolino founded Pipeline Deals in 2006. In 2011 PipelineDeals unrolled an updated interface which eliminated glitches and difficulties found in previous releases. PipelineDeals has achieved endorsement from several high-end companies like Concentra and The Shearwater Group, Inc., and enjoys a long list of good reviews.

What are the differences to other apps?

PipelineDeals distinguishes itself with a "less-is-more" philosophy. For example, most CRM packages take weeks or months to deploy. PipelineDeals takes 8 minutes, and doesn't require any outside consultants. Nor will it require weeks of special training as it's fairly easy to pick up on right away. PipelineDeals is also one of the rare CRM packages with no contract and no charge for support. It also offers unlimited data storage with easy export. While it is not loaded down with as many features as some of its major competitors most B2B sales teams will find it provides ample support for all of their needs.

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How does the web app look and feel to use?

PipelineDeals is extremely easy to use as it navigates like a standard web page. Once users have gotten familiar with the display they shouldn't have many problems using the software on a day-to-day basis. It is clear the designers understood the daily life of a sales representative or account representative and so designed the app to be useful from the time the representative shows up to work until the day is done.

How does the registration process work?

Users can sign up for a 30 day free trial and create an account by giving their first name, last name, and e-mail address. By creating an account users agree to all of PipelineDeal's terms and conditions. The simplicity of the process is a good match for the PipelineDeal brand and vision.

What does it cost to use the application?

Users pay $15 per month for PipelineDeals and there is no contract. The payments are made on a strictly month-to-month basis, which means the user can opt out at any time if they feel the software isn't working for them or their company. Because users do not have to undergo a lengthy deployment process to use the software they stand to lose very little in terms of either time or money should they choose to stop using the app at any point.

Who would you recommend the application to?

Any organization that sells products or services to other businesses would benefit from using PipelineDeals. This is especially true for businesses with very complex sales funnels or problems with sales representatives who miss details or follow-up opportunities that could prove to be costly. Companies that are already making extensive use of Google tools will find this application will make a fine addition to what they are already doing. It is also a good tool for cost-conscious companies who want to keep their tools as simple and effective as possible.

  • Tracks each phase of the sales process, making follow-up a snap.
  • Maintains lead contact information in a single, centralized location.
  • Synch with Google apps and e-mail clients.
  • Full mobile support which is vital for sales teams on the go.
  • Custom reports helps managers step in to provide help and guidance before there is a problem.

PipelineDeals video

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Top 2 Alternative Apps

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PipelineDeals pricing

Cheapest plan (per month) : $15.00
Most expensive plan (per month) : $15.00
Free storage space (mb): 0

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