PipelineManager Reviews & Product Details

PipelineManager Overview

What is PipelineManager?

PipelineManager is a solution that provides the ability for your data to be displayed in a single location with secure, controlled access to data from multiple applications, presented in an at-a-glance format, and more.

PipelineManager Details
Product Description

PipelineManager is a solution that provides the ability for your data to be displayed in a single location with secure, controlled access to data from multiple applications, presented in an at-a-glance format, and more.


Seller Details
Seller
Energy Solutions International
Twitter
@ESIpipeline
2,309 Twitter followers
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PipelineManager Reviews

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AE
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

This solution allows insurance professionals to manage leads and opportunities, including “x-date prospects” who are few days or months from their next insurance renewal and therefore most open to receiving a price quote from another agency. This helps producers focus on selling and cross-selling, while giving managers insight into the sales pipeline with sales reports and dashboards. It also allows users a range of options to import contact data. Review collected by and hosted on G2.com.

What do you dislike?

Producer Advantage, Vertafore’s native mobile app for iOS and Android, also allows sales reps to view, edit and add prospects, opportunities and notes while in the field. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Pipeline manager has been a great help in my work. Review collected by and hosted on G2.com.

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AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The forecast helps the efficient planning to maximize profits most effectively Review collected by and hosted on G2.com.

What do you dislike?

Not always accurate, so if I was fully reliant would cause problems Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Although it isn’t always accurate, most of the time I can gauge it off past and future reading Review collected by and hosted on G2.com.

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