Pipeline Deals CRM Essential Update

Posted by David Chism | Sat, Aug 20, 2016

 Pipeline Deals CRM Essential Update
Most of my paint­ing clients set­tled on Pipeline Deals CRM sev­er­al years back. It is a sim­ple CRM that just works. This short post is main­ly for those already using Pipeline Deals or for a few of you look­ing for an easy to use cloud CRM. When you login to Pipeline Deals you will go to the home screen which is a dash­board. The dash­board had a lot of dif­fer­ent items to update you on such as upcom­ing agen­da items, task, sales update and so forth. To be hon­est, the dash­board was not some­thing I used much or had users telling me they found much value. Yet recent­ly, Pipeline Deals updat­ed the dash­board with 2 wid­get reports that are invalu­able. It is because of these new wid­gets, I would strong­ly sug­gest every­one using the dash­board from this moment on! Take a look at these screen­shots: Screen Shot 2016-08-20 at 9.03.30 AM Screen Shot 2016-08-20 at 9.03.43 AM


Do I need to say more? When you login, these are the first two reports you see. The first report is inter­ac­tive as well. This is the excit­ing part for sales man­agers and hope­ful­ly esti­ma­tors! If I am an esti­ma­tor look­ing at the above report, I want to look at the leads that are not closed yet from most like­ly to sell to least like­ly to sell. At that point, I’d then click on the most like­ly to sell sec­tion, in the case, Ver­bal Accept” to see what I might need to do next in the sales process.

Sales Man­ag­er

If I am a sales man­ag­er (or the own­er check­ing on a sales­per­son), I’d do the same thing. I would look for the low hang­ing fruit. I would then dial that in and check on how the sales­per­son is doing on clos­ing more deals. Once you are in a deal, I’d use the activ­i­ties” area and check in with the sales­per­son. It might look some­thing like this: Screen Shot 2016-08-20 at 9.24.34 AM Once the note is typed and I tap Add this note” but­ton, it will send an email to whomev­er I have includ­ed in the note. In this case, Pipeline Deals becomes a pow­er­ful col­lab­o­ra­tion tool for your team.

What Do You Think of Pipeline Deals CRM?

This post was just to show the lat­est sales fea­ture in Pipeline and how I see your team using this awe­some tool to close more deals. If you are on the look for an easy to use Cloud-based CRM, Pipeline Deals is a nice option for a small con­tract­ing busi­ness. It is not over­ly com­plex. The prices are rea­son­able start­ing at just $24 a month per user. You can request a free tri­al and as always, their sup­port team is one of the best and most respon­sive I’ve ever expe­ri­enced. If you are using Pipeline Deals or used it in the past, let me your your thoughts on what you think about the prod­uct? Any changes you’d like to see?

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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