PipelineDeals Unveils New Home Dashboard to Efficiently Prioritize Business Opportunities

Increased usability and first-of-its-kind features offer a quick, comprehensive snapshot into the real-time sales status and prioritized sales opportunities to drive business forward

SEATTLE – August 16, 2016 – PipelineDeals, the sales and account management CRM provider for SMBs, today launched its new Home tab. The one-stop snapshot includes enhanced usability and new unique features that deliver all information needed to optimize the sales process and increase revenues. The Home tab is mission control for sales teams and management teams to get a clear view to quickly answer two important questions: “How am I doing?” and “What do I need to do next?”

“With the new Home tab, users will see exactly what their priorities and focus needs to be at that moment to quickly achieve their business goals,” said PipelineDeals’ CEO and founder JP Werlin. “Not knowing, or guessing, what the next best action should be is a primary reason that only 27 percent of sales leads are ever contacted. Without the insight and focus the Home tab provides, businesses are leaving money on the table.”

In addition to prioritized metrics to focus on potential revenue and dynamically track sales performance, the new Home tab features two innovative features to address key sales challenges:

Timeliness of Lead Follow-up: The “Latest Email Interactions” feature displays the most recent email interactions from existing leads. This flags the moment a lead opens an email, downloads an attachment, or clicks through a link. This prompts immediate required action as the odds of reaching a lead if called within 5 minutes of an interaction, versus 30 minutes, drops 100 times. This real-time follow-up is essential to increasing sales success.

Deals at Risk of Being Lost: The “Deals Slipping Away” feature assure sales staff and managers don’t lose out on future business. Integrated within the system, it analyzes all prospects based on the monetary value of the deal, the time elapsed since the last touch point, and whether any future action has been scheduled, all with no cumbersome technology add-on required. The feature then ranks these prospects in order of importance and automatically suggests what a salesperson should focus on next.

The Home tab also offers a number of other highly useful sales insights including:

  • A current pipeline component that puts pipeline dollars and deals front and center. The pipeline allows team members to view their current pipeline with all active deals and all expected to close.
  • A simple-to-follow, restyled agenda, outlining tasks due to be completed either on that day, tomorrow or that week.
  • A new pulse stats component, which delivers sales reps and teams with essential performance metrics, such as the amount of revenue won, number of deals won and sales cycle time.

For additional details on the new dashboard, visit here.

About PipelineDeals

Founded in 2006, PipelineDeals (www.pipelinedeals.com) provides small- to medium-sized businesses with the only sales and account management platform capable of delivering certainty in every action necessary to start, develop and grow customer relationships. With a focus on service, PipelineDeals grows revenues by changing the way businesses manage their sales pipeline. PipelineDeals boasts more than 4,000 customers in more than 60 countries and has garnered numerous awards for its work. It was recently named an Inc. 5000 fastest growing company, awarded a top customer satisfaction award by G2 Crowd and selected as one of Washington’s Best Places to Work by the Puget Sound Business Journal.


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