PipelineDeals Features

Summary of Features

Sales Force Automation

  • Contact & Account Management
  • Opportunity & Pipeline Mgmt.
  • Task / Activity Management
  • Territory & Quota Management
  • Desktop Integration
  • Customer Contract Management

Marketing Automation

  • Email Marketing
  • Lead Management

Customer Support

  • Case Management
  • Customer Support Portal
  • Knowledge Base

Mobile & Social

  • Mobile User Support

Reporting & Analytics

  • Reporting
  • Dashboards
  • Forecasting

Filter for Features

Platform

Customization

Based on 249 PipelineDeals reviews and verified by the G2 Product R&D team. Allows administrators to customize to accomodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
81%
(Based on 249 reviews)

Workflow Capability

Based on 235 PipelineDeals reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.
81%
(Based on 235 reviews)

User, Role, and Access Management

Based on 259 PipelineDeals reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
84%
(Based on 259 reviews)

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 47 PipelineDeals reviews.
79%
(Based on 47 reviews)

Sandbox / Test Environments

As reported in 31 PipelineDeals reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
70%
(Based on 31 reviews)

Document & Content Mgmt.

Based on 208 PipelineDeals reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files.
78%
(Based on 208 reviews)

Performance and Reliability

Based on 260 PipelineDeals reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
89%
(Based on 260 reviews)

Output Document Generation

Based on 97 PipelineDeals reviews and verified by the G2 Product R&D team. Allows adminstrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
81%
(Based on 97 reviews)

Sales Force Automation

Contact & Account Management

Based on 582 PipelineDeals reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
87%
(Based on 582 reviews)

Partner Relationship Mgmt. (PRM)

As reported in 302 PipelineDeals reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information
n/a

Opportunity & Pipeline Mgmt.

Based on 573 PipelineDeals reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
86%
(Based on 573 reviews)

Task / Activity Management

Based on 588 PipelineDeals reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities.
84%
(Based on 588 reviews)

Territory & Quota Management

Based on 344 PipelineDeals reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.
76%
(Based on 344 reviews)

Desktop Integration

Based on 405 PipelineDeals reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
80%
(Based on 405 reviews)

Product & Price List Management

Based on 270 PipelineDeals reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
75%
(Based on 270 reviews)

Quote & Order Management

Based on 302 PipelineDeals reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.
76%
(Based on 302 reviews)

Customer Contract Management

Based on 374 PipelineDeals reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
81%
(Based on 374 reviews)

Marketing Automation

Email Marketing

Based on 320 PipelineDeals reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.
74%
(Based on 320 reviews)

Campaign Management

Based on 314 PipelineDeals reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
75%
(Based on 314 reviews)

Lead Management

Based on 440 PipelineDeals reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification.
85%
(Based on 440 reviews)

Marketing ROI Analytics

Based on 277 PipelineDeals reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities
73%
(Based on 277 reviews)

Customer Support

Case Management

Based on 330 PipelineDeals reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process.
83%
(Based on 330 reviews)

Customer Support Portal

Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. 350 reviewers of PipelineDeals have provided feedback on this feature.
85%
(Based on 350 reviews)

Knowledge Base

Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 368 PipelineDeals reviews.
83%
(Based on 368 reviews)

Call Center Features

Based on 283 PipelineDeals reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management.
82%
(Based on 283 reviews)

Support Analytics

Based on 287 PipelineDeals reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools.
82%
(Based on 287 reviews)

Integration

Data Import & Export Tools

Based on 239 PipelineDeals reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
84%
(Based on 239 reviews)

Integration APIs

Based on 155 PipelineDeals reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
77%
(Based on 155 reviews)

Breadth of Partner Applications

Based on 133 PipelineDeals reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.
71%
(Based on 133 reviews)

Mobile & Social

Social Collaboration Features

Based on 235 PipelineDeals reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone
73%
(Based on 235 reviews)

Social Network Integration

Based on 221 PipelineDeals reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.
72%
(Based on 221 reviews)

Mobile User Support

Based on 361 PipelineDeals reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
75%
(Based on 361 reviews)

Reporting & Analytics

Reporting

Based on 542 PipelineDeals reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
81%
(Based on 542 reviews)

Dashboards

Based on 574 PipelineDeals reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
82%
(Based on 574 reviews)

Forecasting

Based on 421 PipelineDeals reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.
77%
(Based on 421 reviews)
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