Pipeliner crm principles

Introducing Pipeliner CRM
Pipeliner CRM is “SMART cloud” CRM software that pro-vides
a complete, B2B sales management solution for
companies of all shapes and sizes.
Pipeliner CRM is an intuitive, easy to use tool that sup-ports
the day to day activities of sales reps, whilst deliver-ing
the high-level, analytics required by management.
Designed by sales professionals for sales professionals, Pipeliner CRM empow-ers
sales reps with a tool they actually enjoy using and get real value from.
Pipeliner CRM is now driving the efficiency and performance of sales pipelines of
over 600 organisations across the world – what could Pipeliner CRM do for you? 
“Pipeliner CRM provides my team with the ability
to track sales, products and services like no other
product right now on the market.”
David Hickey, Associate Consultant – Investors Group Financial Services
“Since many years our management successfully
uses Pipeliner CRM, where they can get a real time
overview of all internal sales activities simply per
click of a button. More importantly, our sales team
love to use it and, as a result, we were able to track a
tremendous increase in sales.”
Florian Goebel, Managing Director – Gefen
“Tensator has found Pipeliner CRM to be an easy
to use business tool, which has both minimised
the administrative overhead on our sales team and
assisted us in achieving our business goals.”
Adrian Day, Chief Financial Officer – Tensator
Pipeliner CRM Principles www.pipelinersales.com 3

SIX Smart Reasons to Invest
In Pipeliner CRM for Your Business
With so many CRMs on the market, why should you invest
in Pipeliner CRM for your business?
Here are six reasons why Pipeliner CRM is a smart choice that will give your
business a competitive advantage:
Pipeliner CRM empowers your sales reps with a comprehensive, sales
management tool they’ll really want to use
Pipeliner CRM promotes “sales entrepreneurship” within your business
The software brings smart analytics to your sales pipeline
You’ll benefit from “visual efficiency” and ease of adoption
You can access your data anytime and anywhere – even if there’s NO
internet connection
You can actively promote the alignment of your sales and marketing
departments
EMPOWER YOUR SALES REPS WITH A
COMPREHENSIVE SALES MANAGEMENT
TOOL THEY’LL REALLY WANT TO USE
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Because CRMs have traditionally been designed from a manage-ment
perspective, most salespeople think: “CRM sucks.” As a result,
businesses waste money investing in technology that doesn’t get used
by the sales reps it frustrates.
But Pipeliner CRM is different. As well as being a comprehensive sales
management tool that covers lead management, opportunity management,
account management, contact management and activity management,
Pipeliner CRM is incredibly sales rep friendly.
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Identify blockages in your pipeline so you can fix them
Quickly see successes and quick wins and identify best practice
Pipeliner CRM is chock-full of smart sales tools – all spe-cifically
designed to empower entrepreneurial sales reps.
As a result, individuals have, at their fingertips, the data
and insights they need to close sales and deliver on quota.
BRING SMART ANALYTICS TO YOUR
SALES PIPELINE
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For your CRM to be truly valuable, it must contain the analytical capability
to forecast and track real time progress. That way, issues can be tackled
in advance of them becoming a problem. The challenge is most companies
don’t do this, because the analytics are too difficult to calculate.
With Pipeliner CRM, it’s different.
Unlike other CRMs, Pipeliner CRM automatically allows users to view – on
screen – these FOUR key pipeline insights:
NUMBER OF LEADS – see at a glance the number of quality leads turn-ing
into opportunities (not just raw leads)
That’s because Pipeliner CRM was “designed by sales reps, for sales reps”.
As a result, the software is visually engaging and intuitive with an easily
navigable interface. More importantly, it oozes with funky features and
tools that make day to day life for a time-pressured sale rep easier –
not more difficult.
Finally, from a management perspective, because Pipeliner CRM
gets properly used, you benefit from the detailed overview you
need to really understand what’s happening inside the business.
Pipeliner CRM bridges the CRM gap. It
empowers reps with truly useful sales
tools whilst providing management with
the high level analytical data they need to
monitor sales performance.
PROMOTE “SALES ENTREPRENEURSHIP” WITHIN YOUR
BUSINESS
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Pipeliner CRM allows each sales rep to take real ownership of their oppor-tunities
and manage them creatively. From customizable sales dashboards,
to innovative data visualization techniques and a dynamic timeline view, the
software has been crafted to help managers and reps manage the sales
pipeline for results:
Track individual opportunities and their status within their pipeline
Monitor individual performance against quota
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Pipeliner’s design makes it quick and easy to use – so sales reps can spend
less time entering data and more time selling:
Hover over a key object to instantly see a snapshot of the underlying
information, along with fly-out options for common actions
Complete an action or schedule a meeting with one, easy click
Avoid the frustration caused by endless drilling down into records
Access clear forms, unfussy calendars and intelligent drop-down menus
to quickly and efficiently input data
See all your opportunities visually and in real time
Fun, user-friendly, intuitive and infinitely useful –
these are all words that describe how
Pipeliner CRM will be received by
your sales reps.
ACCESS YOUR DATA ANYTIME AND
ANYWHERE – EVEN IF THERE’S NO
INTERNET CONNECTION
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Pipeliner CRM combines the advantages of a desktop applica-tion,
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Forget guessing. With Pipeliner CRM, you’ll benefit from real time
sales analytics so you can forecast accurately, drill down and
pinpoint how you can improve the performance of your pipeline.
with those of software delivered as a service over a cloud. The software
is fully offline capable and uses a SMART cloud client (similar to Dropbox or
Evernote) to instantly sync information.
This means you still have all the advantages of the cloud, in that data is
instantly synced, securely stored and backed up online and upgrades are
THE AVERAGE DEAL VALUE – see how much revenue each sale gener-ates,
on average
DROP OFF/WIN RATE – easily calculate the number of leads you need
to close a deal (by organisation/team/individual)
PIPELINE VELOCITY – track the length of time it takes a deal to prog-ress
from lead to closure, as well as the length of time an opportunity
typically spends at each pipeline stage
What’s more, there’s no complicated reporting or laborious spreadsheet entry
required. Instead, Pipeliner CRM automatically calculates and displays these
essential analytical insights. And with these metrics at your fingertips, you’ll in-stantly
have a firmer grip on the performance of your sales and marketing activity.
BENEFIT FROM “VISUAL EFFICIENCY” AND EASE OF
ADOPTION
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Based on Adobe AIR, Pipeliner CRM provides a graphically rich interface
that is more responsive, easier to use and simpler to integrate into classic
office productivity applications, than comparable online services.

Pipeliner CRM tackles this issue by promoting joined-up thinking between
sales and marketing.
For example, your win rate can reveal if there’s a problem with the quality of
leads, whilst your pipeline velocity can give an insight into the effectiveness
of sales tactics. This degree of transparency allows sales and marketing to
support each other – which in turn, can lead to a higher closure rate. 
easily managed. But in addition, you have the added advantage of being
able to access your data anytime, anyplace, on just about any device – even
if there’s no Wi-Fi or internet access.
With SMART cloud you can work from the tube/
subway, in a conference centre or even when
your internet access is playing up. That’s
because your data is available anytime,
anywhere – on any device.
PROMOTE THE ALIGNMENT OF SALES
AND MARKETING
Pipeliner CRM gives you deep insights into your
pipeline’s performance so you can get a sense check on
the effectiveness of your sales and marketing activity –
empowering you to implement any remedial action quickly.
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It’s not uncommon for sales and marketing to be on different
planets. Sales reps complain that marketing leads are junk,
whilst marketing gurus moan that sales reps don't follow-up.
In turn, these frustrations can harm the effectiveness and performance of
your sales pipeline.
READY TO EXPLORE PIPELINER CRM IN YOUR BUSINESS?
Then visit our website www.pipelinersales.com and sign up now
for a FREE 30-DAY TRIAL. Or give our customer services team a call
on 1-888-843-6699 or email info@pipelinersales.com to arrange a
demonstration.

At A Glance – SEVEN Other Things
You Can Do With Pipeliner CRM
SEE CRITICAL SALES INSIGHTS IN REAL TIME – so you and your
salespeople can interact with your pipeline and stay focused on
achieving goals.
ENJOY GREATER ANALYTICAL CAPABILITY – slice and dice your
sales information in thousands of ways, and enjoy a tighter grip over
your pipeline’s performance.
ACCESS ADVANCED SALES TOOLS – seamlessly manage contacts,
stay on top of business opportunities and quickly access organisa-tional
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charts so you can identify decision-makers.
INCREASE FUNCTIONALITY BY INTEGRATING PIPELINER CRM WITH
YOUR FAVOURITE APPS AND TOOLS – integrate with the Microsoft
Office Suite of productivity applications, or use Zapier.com to link
up thousands of applications including GoogleDocs, MailChimp and
GoToWebinar (to name a few).
ACCESS ADVANCED SALES ANALYTICS AND REPORTING FUNC-TIONALITY
– create accurate sales forecasts, generate reports and
map your sales process quickly and easily.
PROMOTE COLLABORATION AND TEAM COMMUNICATION – use
Pipeliner CRM Connect Modules to share information, delegate
tasks, schedule appointments, provide advice or start discussions.
EMBED YOUR SALES PLAYBOOK TO FACILITATE BEST PRACTICE –
document management features and the integration with Microsoft
Share Point mean you can add sales tools, guides, checklists and
other templates to each stage of the sales process and attach them
to each opportunity. 
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demonstration.

Pipeliner CRM – Brief Background
The Pipelinersales Corporation consists of a dedicated
team of passionate people, committed to developing
sales-based software that empowers sales reps and busi-nesses
to excel.
Pipeliner CRM is the brainchild of Nikolaus Kimla – a forward-think-ing
Austrian entrepreneur and IT visionary, whose CV, includes the
creation and development of World-Check (www.world-check.com)
– a banking compliance solution which services over 5,000 custom-ers
worldwide and which recently sold for millions.
Pipeliner CRM has a powerful IT culture. Our hand-picked team
consists of software engineers and technical consultants, alongside
experienced sales and CRM consultants. Everyone in the business
is united by a common goal, to create truly amazing CRM software
that transforms the management of the sales pipeline, and empowers
sales teams with a tool they genuinely benefit from and enjoy using.
Pipeliner CRM, as a tool, is founded in the principles of the Austrian
School of Economics.
We believe good sales people possess natural entrepreneurial
qualities. As such, Pipeliner CRM is designed to stoke this entre-preneurial
flair, by empowering sales reps to take control of their
own opportunities through the provision of the tools and analytical data they
need, to achieve their targets.
Take a look and you’ll discover that Pipeliner CRM is more visual, more
interactive, more effective and more fun, than anything else that’s currently
on the market! 

“Our focus when developing Pipeliner CRM
has always been on empowering individual
entrepreneurial sales reps whilst encouraging
collaboration so everyone works together as a
team. Designed by sales professionals for sales
professionals, Pipeliner CRM helps close the gap
between the requirements of C-level executives for
transparency and the day to day operational needs
of fields and inside sales.”
Nikolaus Kimla – Pipeliner CEO
demonstration.

Pipeliner CRM History and Development
The groundwork for Pipeliner CRM was laid with World-Check (www.world-check.
com) – a powerful banking compliance system that was developed by Pipeliner’s
founder, Nikolaus Kimla. World-Check was operated by Kimla’s company, up-time,
and serviced more than 5,000 customers worldwide.
In 2010, Thomson Reuters acquired World-Check for $530 million. In turn,
uptime became a fully-fledge software house, free to focus on the develop-ment
of its new CRM system – Pipeliner CRM.
Pipeliner CRM was first released to the public in 2011, as a freeware application.
In subsequent years, the software has been upgraded and updated, to add
more functionality and capability and to transform Pipeliner CRM into a com-plete
sales solution.
PIPELINER CRM MISSION
Pipeliner CRM is designed to offer companies, of all shapes and sizes, the
best sales management tool possible.
In fact, our MISSION STATEMENT is to: minimise risk and secure the existing
business whilst focusing on the future success of the company.
What this means is we’re constantly looking at ways to improve and enhance
what Pipeliner CRM can do for your sales reps and your business.
Our aim is to become a market leader and create software that our users
genuinely enjoy using and rely upon to achieve their targets.

Our corporate culture is open-minded and embedded with the principles of
the Austrian School of Economics. We believe “the best idea counts” and all
staff are encouraged to propose ideas and suggestions. If an idea can be
shown to be: logical, feasible and eligible for financing, it will be made a top
priority – regardless of who proposes it.
This foundational principle makes Pipeliner CRM different and helps ensure
our work remains inventive and innovative.
In addition, we believe that the energy of entrepreneurship lies at the centre
of all sales-based activities. After all, the best sales reps are entrepreneur-ial
by nature because of the way they must work to find, nurture and close
leads.
Pipeliner CRM has been designed and built to empower individual sales-people
by providing them with the tools they need to act independently and
flexibly, and to proactively manage their own sales pipeline. 
We plan to deliver this by creating software that promotes a new way of
selling. Instead of software that focuses on promoting and optimising or-ganisational
processes, Pipeliner CRM delivers a unique and engaging user
experience. In turn this:
Provides smart tools that enable everyone to collaborate better as a
team
Empowers individual sales reps to excel, by managing their own indi-vidual
pipeline
A CORPORATE CULTURE EMBEDDED WITH STRONG
PRINCIPLES
Pipeliner CRM is developed within a powerful IT culture. We recruit the best
people and have a highly experienced team of software engineers who work
with our group of sales, CRM and technical consultants.
demonstration.

Meet the Management Team
Nikolaus Kimla
CEO at pipelinersales.com
Pipeliner CRM is the brain child of Nikolaus Kimla,
an Austria entrepreneur and IT visionary. More
than 18 years ago, he set the foundation for Pipe-liner’s
future with uptime IT-Technologies GmbH.
Pipelinersales Corporation operated within this company until recently. What
began as a forward–thinking IT integrator, specialized in Apple products and
Open Source Software for enterprise solutions, had successfully diversified
by 1999 into a software development firm. 
Liz Woods
Director of
Professional Services
Clemens Czarnecki
VP Sales EMEA
Thomas Kattnigg
VP Sales
US & Canada
Martin Trnovec
Head of Development
Eric Quanstrom
CMO
Heinz Fischer
Director of
Slovakia & Austria
Miloš Kročian
Head of Graphic Design
Todd Martin
VP Partner
John Golden
CSO
Gerald Toumayan
COO

Los Angeles
Stockholm
Bratislava
London
Vienna
New Delhi
HOW TO TRY PIPELINER CRM IN YOUR BUSINESS
Visit www.pipelinersales.com and sign up now for a FREE 30-DAY
TRIAL. Or give our customer services team a call on 1-888-843-
6699 or email info@pipelinersales.com to arrange a demonstration.
Pipeliner CRM Principles © 2014 Pipelinersales Inc. 14

Pipeliner crm principles

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Pipeliner crm principles