Joint Sales Methodology
#1: How will Pipeliner help me sell more of my core services?
The right CRM system brings structure, discipline and focus to an organization and Pipeliner CRM is different from traditional CRM solutions.
|Pipeliner CRM||Traditional CRM|
Simple graphical visualization of sales process
Table-driven, text & data heavy representation of sales process
Significant implementation process usually accompanied by some business interruption
Little to no administrative overhead (no full-time administrator)
Full time administrator required and often outside programming resources too
Limited business interruption during implementation
Significant and often ongoing business interruption during implementation
Intuitive, user-friendly interface reduces training time
Heavy learning curve required which increases support cost and opportunity cost
Internet or network access required
Archive function provides insights and analytics to help with coaching
Often restricted to real-time snapshots of opportunities
Visualization of team performance in seconds
Cumbersome data-heavy, team views
|Quickly identify opportunities to stay in and those to get out of|| |
Focus on data accuracy undermines ability to gain actionable insight
Sales Manager as sales coach
Sales Manager as compliance/data police
#2: How will Pipeliner CRM help me embed my services with my customers and prolong my relationship with them?
We’ll give you the resources you need to work with your customer to define, refine, and validate their sales process and then quickly and easily configure and embed it directly in the system.
#3: Pipeliner CRM is Visual and generates Insights
Insights generated by Pipeliner CRM can be used for coaching salespeople or for helping sales managers uncover insight -- so coaching now becomes another embedded part of the workflow.
#4: We are not a technology company. What is going to be required of us from a technical and support perspective?
We’ve removed the complexity so you can focus on bringing value and delivering results, fast.
- Typical "go-live" of under 2 weeks.
- There’s no need to be a developer or have developers on staff to complete the setup. We’ve built our software to minimize administrative burden.
- We provide remote access to the platform that, allowing you to monitor and configure the system remotely. This means less time travelling to onsite meetings.
- Typical training for users is measured in hours not days.
#5: You'll earn alongside your core business
You will receive a percentage of the client's license and services revenue for 3-years, and the revenue accrues consistently.
#6: CRMs often cause major business interruption. How long would it be before my client realizes any benefit?
- Unlike other CRMs, Pipeliner CRM can be deployed and fully operational within hours rather than weeks or months.
- You will realize an immediate benefit because your IP, methodologies, process, and tools can be in the system from Day 1.
- You will also add great value to your client by the work you do defining the sales process within the platform and by helping them integrate the system into their daily work practice.