PipelinePlus technologyPipelinePlus TRACKER
An intuitive platform for prioritizing the prospects, clients, and referral sources that matter most.
TRACKER keeps your team focused on the right relationships with a clear system for prioritization, follow-through, and measurable progress. Dashboards highlight key data, and timely recommendations point to the next step to win new business.
Firms see the greatest impact when TRACKER is paired with coaching and accountability. With the right support, it becomes a powerful tool for building lasting habits and managing growth through a systematic approach to business development success.
Who is PipelinePlus TRACKER for?
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Business developers gain a clear path to focus their efforts, grow client accounts, and convert opportunities into measurable outcomes.
Start every day with a clear view of your top priorities and opportunities
Stay ahead of client needs with timely prompts and practical training at the moment you need it
Maintain momentum across pursuits with reminders that ensure no relationship is neglected
Spot risks early by identifying where deals are slowing and take action to re-engage prospects
Show measurable impact with reports that translate your activities into growth outcomes
Pair with coaching to refine your approach, improve strategy, and outperform your targets
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Marketing and BD leaders need clear visibility into performance and confidence that teams are building relationships in a consistent, measurable way. With the right tools and support, you can align efforts across the firm and accelerate growth.
Gain easy access to oversight of BD activities and performance across teams
Leverage reporting and analytics to shape smarter strategies and allocate resources effectively
Empower professionals with a library of practical business development content
Ensure success with dedicated support and a proven system that drives adoption and measurable results
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Strengthen your most important relationships and grow your book of business.
Organize your prospects, clients, and referral sources in one clear view
Use perfectly-timed video trainings and suggestions to take the exact right next step in building your relationships
Stay proactive with email alerts and reminders
Identify where opportunities are stalling and take the next best step
Track progress to see how your efforts translate into results
You can get started right away with a single-user subscription plan.
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PipelinePlus TRACKER delivers its greatest impact when used by pursuit teams, especially when used as a companion to BD coaching. It equips client teams to collaborate, strengthen relationships, and uncover new opportunities together.
Share specific opportunities with collaborators (while keeping the rest of your pipeline private)
Coordinate outreach and follow-ups to create a consistent, client-focused experience
Identify cross-serving opportunities by connecting insights across practices and accounts
Access perfectly-timed trainings and suggestions that guide you to the right next step with your relationships
Stay proactive with email alerts and reminders
Strengthen Results with Coaching
Apply best practices consistently, build confidence in your outreach, and sustain long-term growth by pairing the PipelinePlus platform with one of our coaching programs
Removing Barriers to Sustainable Growth
Real-World Use Case
Turn Business Development Into a Repeatable System
PipelinePlus TRACKER helps professionals stay focused, follow through on opportunities, and build strong relationships over time. With built-in BD planning tools, a robust e-learning library of tutorials, and visibility into team progress, it’s a key component to sustaining business development consistency.