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PipelineManager

By Energy Solutions International

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PipelineManager Reviews & Product Details

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PipelineManager Reviews (2)

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PipelineManager Reviews (2)

3.5
2 reviews

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Verified User in Environmental Services
AE
Mid-Market (51-1000 emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"Pipeline manager review"
What do you like best about PipelineManager?

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 about PipelineManager?

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.

Verified User in Cosmetics
AC
Small-Business (50 or fewer emp.)
"Optimizing profits "
What do you like best about PipelineManager?

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

What do you dislike about PipelineManager?

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

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