PipelinePlus

Features PipelinePlus

This app requires a paid PipelinePlus account.
If you don’t have a corporate PipelinePlus account, ask your administrator about implementing PipelinePlus at your firm or visit https://www.pipelineplus.com/pricing/ to view pricing options.PipelinePlus is a user-friendly relationship management system that focuses on the relationships that matter most to you and your business.
The all-in-one tool tracks existing contacts, converts new customers, and provides guidance throughout the business development life cycle.It has five key features that help you grow your pipeline.1.
TARGETS.
Our clean interface helps you prioritize and stay connected to the people in your network with the highest business potential.
Because business development is about people, not just tasks.2.
SHARING.
Collaborate with your colleagues to close more business.
Cross-sell more easily, expand client relationships, and gain better visibility into your business opportunities.3.
ASSETS.
If you’re in a management role, we provide access to industry news, PipelinePlus toolkits, and much more.
4.
TRAINER.
Our e-learning curriculum of videos, worksheets, and action steps delivers tried-and-true techniques that every business developer needs to be successful.5.
REPORTS.
If you’re in a management role, we provide a performance oversight dashboard, so you can direct a more productive team.PipelinePlus integrates with your Outlook calendar as well as most CRM platforms, eliminating the need for double-entry.