Increase selling time by saving time…

Manage all your contacts, automate sales lead distribution, schedule appointments, and assign Hotlist tasks to others, to ensure the best leads are acted on quickly. Then view your customer's entire account history and send template-based quotes, proposals, and emails. You can even use it interchangeably with Microsoft Outlook for email and calendaring, and access your information from a remote office, through the web, or a Palm OS device.

Close more sales with successful sales strategies

Improve your close ratio by defining and recording successful sales procedures in the Strategy Library, then repeating it in new sales Opportunities. Accurately create your sales forecasts by evaluating your probability of close from your own criteria.

Manage Opportunities from lead to close

Concentrate your sales teams on the right Opportunities at the right times and view the complete picture of your pipeline by carefully managing sales steps from lead to close. Ensure sales success by assigning a proven strategy to an Opportunity and automatically assigning Hotlist tasks so the proper steps are taken.

Develop teams to pursue more opportunities

Creating teams allows you to systematically work your pipeline and maximise each opportunity by assigning the right lead to the right sales person. Store all of your customer and prospect information in a single database to be shared amongst all team members. Shared Hotlist tasks and Calendars enable sales staff to distribute leads and collaborate more efficiently.

Forecast, analyse, respond… quickly

Reduce the amount of time sales people spend on generating reports so they can spend more time selling. Concentrate on what's working with graphical reports that provide visual representations of trends and patterns. Access more than 125 pre-formatted reports and graphs or create your own custom reports with ReportSmith or Crystal Reports advanced data mining technology to analyse revenue forecasts, sales pipeline, customer profiles, and account activities.

CABC’s Pipeline Plus – Maximizer Add-on

This Maximizer Add-on takes sales management that step further.

Create and Save Profiles

Unlimited profiles can be configured and saved to meet your requirements.  In your profile you can specify the number of opportunities displayed, the time period of the forecast and whether this is displayed in weeks or months.

Snapshots and Comparative Analysis

By saving a snapshot report from a given month, Pipeline Plus has in-built functionality which allows you to generate a comparative report between a saved snapshot and the current report.  Any changes which have occurred during the given period are highlighted for ease of comparison.

Restricted Access to Sales Information

Pipeline Plus is available in two versions, one for sales managers and one tailored specifically to the sales person.  This provides an additional element of control within your sales team.  Whilst managers will be able to view all the opportunities of any team, the sales person can only see the opportunities assigned to them as individuals.

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