Pipeline CRM Introduces “Goals” Tab | A David Creation

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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