Better team insights

Sales Team Management

Pipeline CRM helps you guide your teams and set meaningful objectives for sales people. Establish team activity tracking so you’re always in the know. Eliminate redundancy, delays, and confusion by organizing your team’s collective knowledge and providing a framework for collaborative sales efforts. You’ll get all the information you need to be a successful sales manager, in one place.

Sales team management

The challenge of modern sales management

65% of sales leaders struggle to adapt strategic plans in the face of sudden change, highlighting the need for agile management systems that can identify risks before they impact results (source)

17% of high-performing sales teams highly rank the importance of making performance data available, demonstrating the value of widely available and visible team performance metrics (source)

57% of sales leaders and managers say competition has increased since last year, adding pressure to teams and threatening revenue and profitability. (source)

We built Pipeline CRM to solve these exact challenges

We provide sales leaders with the tools they need to build, motivate,
and optimize their teams for maximum performance

grow

Turn sales data into action

Transform your sales data into actionable intelligence with Activity Scoreboard and Goals
for a clear view of what’s working and what needs attention.

Real-time activity tracking

Get insights into calls, emails, meetings, and tasks across your entire team in real-time. See who’s hitting their goals and who needs coaching before problems affect your bottom line.

Hareness goals for performance

Use Goals to set your business objectives and measure how well you’re meeting them. Track progress toward achieving a goal on the leaderboard. Use it for individual, team and company level goals.

Auto activity logging & reminders

Ensure your scoreboard reflects the true activity level of your team with automatic logs for email, calendar, and call integrations. Streamline task management with automatic assignments and reminders on deadlines.

be in control

Get answers to your most pressing questions:

How many activities did my team create last month?
How much business did we close?
Did we make more cold calls this month or last month?
Is our new employee picking up steam and contributing more?
Which activities are resulting in more won deals?

[Pipeline CRM] helped us grow over the last five years to the point where we started investing in more national business development roles and outside salespeople. That’s when we started using Pipeline CRM to help manage [the sales team], what their activities are, and what opportunities they’re pursuing.

Chris Carpenter, VP of Sales, XpressConnect

Challenges

Ignite results, fuel healthy competition

Welcome to Challenges, where closing more deals isn’t just a target, it’s an art form. Spark healthy competition among your sales teams utilizing gamification elements like leaderboard status, rewards and more!

Start a Challenge: Rack up diamonds to showcase hard-earned badges of strategic brilliance 💎 More diamonds = Leaderboard status

Earn Medals: Gold, silver and bronze medals are awarded based on hustle. The higher the medal status, the more activities are required.

The Countdown Begins: Track your progress like a sales maverick. Complete as many items as you can before time runs in order to earn higher medals and more diamonds.

Challenges

Built on proven motivational psychology

How our Challenges feature motivates teams and drives results

Creates positive pressure that increases focus without adding stress
Provides clear, achievable goals that motivate incremental improvement
Offers public recognition that satisfies psychological needs for acknowledgment
Makes work more engaging through gamification principles
Builds team camaraderie through shared experiences and friendly competition

Boost your sales with team collaboration

Transform your sales operations with our comprehensive collaboration platform designed specifically for high-performing teams.

Shared contact database

Our shared contact database ensures perfect data consistency while maintaining robust access controls, protecting your valuable client information.

Task assignment & management

Seamlessly assign tasks, automate complex workflows, and maintain clear accountability through our intuitive management interface.

Communication tools

Keep conversations flowing with shared notes and activity tracking that captures every important client interaction.

Knowledge sharing

By breaking down information silos and centralizing resources, your sales professionals can focus on what matters most – building relationships and closing deals.

A complete sales management solution

Intelligent pipeline management

Visualize your entire sales pipeline with customizable stages and automatic deal movement based on activity patterns and probability calculations.

Smart contact management

Keep your customer data organized and accessible with comprehensive contact profiles that track every interaction and provide context for every conversation.

Powerful reporting & forecasting

Generate accurate sales forecasts and detailed reports that give you complete visibility into your sales operation at every level.

Seamless integrations

Connect PipelineCRM with your existing tools and systems for email, marketing, customer service, and finance to create a unified business platform.

Mobile access

Keep your team connected and productive with full-featured mobile apps that provide access to all critical functions from anywhere.

Personalized onboarding

Get your team up and running quickly with customized onboarding and training programs designed for your specific sales process.

Sales Team Management​