Pipeline CRM Introduces "Goals" Tab

Posted by David Chism | Wed, Oct 27, 2010

 Pipeline CRM Introduces "Goals" Tab
A few weeks ago, Pipeline Deals released a new fea­tured called Goals” which is just out­stand­ing. It is one of the few CRM pro­grams that has this fea­ture. Goal set­ting for a sales­man is key to his or her suc­cess. It is also cru­cial for a sales man­ag­er or the busi­ness own­er so he too can keep track of his esti­ma­tors and sales team. By using the new Goals” tab, an own­er can set week­ly, month­ly or annu­al sales goals along with prospect­ing goals. I like the prospect­ing goal idea too. You can cre­ate a goal for your sales per­son to get 10 new busi­ness con­tacts a week or write 20 thank you notes per month or knock on 5 doors a day! Then you can keep track of his or her progress. How cool is that? 

About Pipeline Deals I’ve been using Pipeline Deals for a num­ber of months now. I like some of the big­ger com­pa­nies, Sales­force and Zoho but found Pipeline to be sim­ple, easy to use and afford­able. Anoth­er rea­son I select­ed Pipeline is the two-way sync with Google Cal­en­dar and Con­tacts, which I use all the time. Their sup­port team is also incred­i­ble. Pipeline CRM is a scaled down Cus­tomer Rela­tion­ship Man­age­ment pro­gram built for small to medi­um size busi­ness­es. Future Request What I’d love to see in future updates are the following: 
  • A native App for Smart­phones. I real­ly don’t like using the Mobile Web App. It is very buggy.
  • Make Con­tacts eas­i­er to look up on every page of Pipeline. Right now, I have to do a cou­ple clicks. I’d like to be able to do a quick find of clients
  • Quick view of doc­u­ments. I upload my notes and doc­u­ments to Drop­box and have begun keep­ing a copy in each cus­tomer’s fold­er.” How­ev­er, when I click to view a doc­u­ment, it wants me to down­load it. I don’t want to do that. I’d rather just see a snap­shot of the doc­u­ment to review notes: sim­i­lar to Google Docs or Mac’s Preview
  • Inte­grate with Google Voice, not just Skype
  • More inte­gra­tion with for­ward­ing emails automatically
  • Bet­ter Inte­gra­tion with Google Con­tacts (Right now each new email I get cre­ates a new contact)
  • Update the Cal­en­dar func­tions and Task to make it more user-friend­ly like (Google Cal­en­dar) Right now too many clicks and typ­ing. The task need to have reminders too (Mobile version)

About David Chism

David Chism started his business out of a passion for helping small contracting businesses grow, be more profitable and become better known to their target clients. One lifelong hobby of David is using techie gadgets. So this blog is a place where he writes about technology, marketing ideas, just for fun (humor), personal thoughts on small business and more.


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