Pipeliner becomes the first CRM to integrate comprehensive key account management capabilities into the core platform

LOS ANGELES, August 10, 2021 / PRNewswire / – Pipeliner CRM, the leading sales support tool and CRM software, today announced that the Complete Key account management capabilities will be integrated into their main platform. The integration of these capabilities into the Pipeliner CRM offering is an industry first, allowing users to take advantage of extended functionality without the added cost of expensive third-party add-ons.

“Key account management is an essential part of sales that has been overlooked by traditional CRM vendors, which is why we have developed key account management capabilities as part of Pipeliner’s core offering,” declared Nikolaus Kimla, CEO of Pipeliner CRM. “The integration of these new features provides Pipeliner users with a full suite of key account management features, allowing them to strategically target and grow existing accounts. We are proud to be the first CRM to include this vital element.

The suite of new features provides Pipeliner CRM users with features that maximize revenue opportunities through the organization and analysis of existing customer accounts. These key features include backend administration capabilities, the ability to create account matrices, organization charts and relationship charts, access to the white space tool, a buying center focused on specific opportunities and integrated project management capabilities.

While each new built-in feature aims to provide customers with additional functionality, important features include the Account Matrix, which allows users to visualize key metrics essential to building and maintaining effective relationships. In practice, this means that account managers can customize their view based on class categorization, annual income earned, days since last contact, and days until renewal to track existing customers and identify potential opportunities. expansion.

White Space builds on this concept of customizable categorization, allowing users to formulate effective account management strategies through the provision of detailed visual information. Using this feature, Pipeliner CRM users can view their most important customers, the products or services they have purchased, track their sales history over time, and compare the products they have purchased to get information about potential opportunities to increase and extend the product or service. income in these accounts. A number of filters then allow users to add accounts with similar income, industry or account categories to expand their analysis and compare directly with other accounts that have purchased the same products.

In addition, a project management tool is included in the extension to provide a broad overview of all projects and since account management has many moving parts, being able to manage them properly is essential. With this feature, users can select individual projects, view individual contributors and their tasks, and understand at a glance when the project will be completed. Relationship mapping and organizational charts also allow users to record and track relationships among all stakeholders and gain a comprehensive understanding of organizational hierarchies within each account.

Finally, the shopping center features allow account managers to see how different opportunities have been impacted in an account. This means that for each sales opportunity, the user can visually present all the related relationships and better understand how each relationship can influence the outcome of that opportunity.

“This strategic addition of these features allows Pipeliner CRM users to proactively manage their accounts with a higher level of efficiency and, ideally, cost efficiency, within the core platform,” says Kimla. “While other platforms rely on expensive third-party add-ons to try to manage account management, we see it as an essential and essential part of CRM. After all, as we know, it is easier and more profitable to sell to existing accounts than to acquire new ones and yet traditional CRM has only really addressed the acquisition part of new business whereas Pipeliner now addresses the of them. “

To learn more, read the Account Management ebook here.

About Pipeliner CRM

Pipeliner – The Better CRM is built by sellers and used by sellers. Pipeliner CRM is based on Los Angeles, California. Pipeliner is an innovative sales application that combines powerful sales productivity tools, a built-in automation engine, and visualized reports and in-depth analytics to help businesses gain a competitive advantage in sales.

Media contact:
Nicole boyd
RP firecracker
(888) 317-4687, ext. 702
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SOURCE Pipeliner CRM