PIPELINEPLUS shows you which high-value clients, prospects, and referrals to target and what to do with them. Simplify your sales pipeline and clarify your next step.
PIPELINEPLUS is built for efficiency and impact because time is precious, growth is paramount, and ROI should be a given.
Users know where all leads and clients are in the sales pipeline at any given point. PIPELINEPLUS integrates with Outlook Calendar and CRM and provides alerts with upcoming action items. Access the app on desktop or mobile devices to stay on top of priorities.
| Individual User | PIPELINEPLUS | PIPELINEPLUS + Coaching | |
|---|---|---|---|
| Ramp up your BD | Empower your business developers | Outsource your BD training and empower your business developers | |
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| Ramp up your BD | Empower your business developers | Outsource your BD training | |
| # of users | 1 user | 2+ users | 1 user minimum |
| Business development system | ✓ | ✓ | ✓ |
| In-app library of micro-lessons on every step of the sales cycle | ✓ | ✓ | ✓ |
| Timely reminders to keep you on track with BD activities | ✓ | ✓ | ✓ |
| Sales pipeline management | ✓ | ✓ | ✓ |
| Email support | ✓ | ✓ | ✓ |
| Phone support | ✓ | ✓ | |
| Performance dashboards | ✓ | ✓ | |
| Dedicated CS team to ensure adoption | ✓ | ✓ | |
| Activity sharing | ✓ | ✓ | |
| Live coaching sessions with expert advisor (9) 45 min sessions over 6 months | ✓ | ✓ | |
| On-demand email access to your coach | ✓ | ||
Streamline business and client development with AI-empowered insights, suggestions, and best practices to consistently increase revenue. PIPELINEPLUS AI-driven insights help determine how business developers bring in more with automatic, concrete recommendations for the next steps needed to close the next deal.
Accelerate revenue generation and optimize platform usage through PIPELINEPLUS e-learning. Our extensive library of skills content includes micro-lessons, worksheets, and guides business developers need to thrive in the professional services landscape. Micro-lessons are short, high-impact, and give users the tools they need for every aspect of business and client development. Each 5 to 10-minute lesson concludes with actionable recommendations to advance business development goals.
Easily navigate to more than 50 lessons on the PIPELINEPLUS platform
Sample Micro-Lesson
The average revenue generated by a completed PIPELINEPLUS target
The average revenue generated by a completed target at Top 10 Performing Firms.
On average, PIPELINEPLUS users’ completed targets generated a total of more than $5.7 million per year in revenue for their firms.
Empower your business developers with data that is critical for marketing and business development
View the active targets of a single user.
Efficient team pipeline management of your firm’s performance.
All of your Marketing and Business Development data in one place. Make strategic, data-driven decisions.
Marketing, Financial, Cross-Sell and ROI Frames
