Let’s face it, the mundane business of keeping on top of business development can be tedious. And, the business of keeping on top of busy seller-doers, who would much rather be doing billable work than putting in the consistent work required to nurture current and prospective client relationships, can get pretty tiresome, too.
That’s why we specifically designed the PipelinePlus pipeline management platform to make business development simple, fast, and engaging. Here are the top five ways:
1. Business Development Guidance
PipelinePlus features battle-tested AI that walks users through a proven business development system based on years of success with professional services firms across the globe.
Why is that important? Business development happens in the middle of the funnel, as business developers nurture leads into prospects. CRM can help you manage your contacts, but it doesn’t tell you what to do with them every step of the way. Once you have a prospect in PipelinePlus, the battle-tested AI will make the next steps to take clear no matter where you are in the process.
PipelinePlus takes users only five minutes to set up and just a few minutes per week to maintain, making it perfect for busy seller-doers who already have plenty to do.
Why is that important? Busy professionals are overwhelmed with the growing number of new technologies firms require them to use, and adoption is a significant challenge. PipelinePlus is purposely simple and intuitive to use anywhere, so users can quickly take care of important business development next steps and get back to billable work. And PipelinePlus integrates with your CRM so users can manage their pipelines with a minimum number of clicks.
3. Nudge Theory
PipelinePlus provides timely, relevant reminders so users’ best opportunities don’t fall through the cracks.
Why is that important? We all know technology is useless if it’s not being utilized. Because PipelinePlus knows where users’ most valuable prospects, clients, and referrals are in the pipeline, what the user needs to do next, and when, it can send timely emails and online notifications that take them right back into the app to complete the next step.
4. Outlook Integration
PipelinePlus seamlessly connects users to where they already are – in their calendars and email.
Why is that important? Busy professionals are already juggling too much technology. With PipelinePlus, they have easy access to all the tools they need to seamlessly access contact information, make connections and get important business development meetings on their calendars.
Every PipelinePlus tutorial, reminder, and recommendation is tailored to the uniquely sophisticated challenges of the professional services business developer because they aren’t your typical salespeople.
Why is that important? Most seller-doers do business development because they have to, not because they want to. And the work their education prepared them to do is extremely demanding, so they can’t afford unnecessary distractions. We designed PipelinePlus to give users exactly what they need when they need it, so they can quickly manage the mundane business of business development and get back to their real work.