Sales Acceleration Software

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.

All-in-one Tool

PipelinePlus contains four critical components of business development in one tool.

Pipeline Management

Intuitive system helps you prioritize the prospects, clients and referral sources you need to contact.

Trainer

Business development video lessons that provide the strategies and skills you need to excel.

Intuitive BD Insights

Provide concrete recommendations so you know exactly what steps to take to close new business.

Viewer

Comprehensive dashboards and analytics track critical data to empower marketers and business developers.

E-learning Library

Accelerate revenue generation and optimize platform usage through PipelinePlus e-learning. Our extensive library of skills content includes video lessons, worksheets, and guides business developers need to thrive in the professional services landscape. 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.

  • Developing a Professional Brand
  • Effective Presentations
  • Elevator Pitch
  • Maximize LinkedIn
  • Virtual and In-Person Networking
  • Expand Client Relationships
  • How to Turn Friends into Clients
  • and more

Sample Trainer Lesson

The Road to a Better Pipeline Starts Here

Automated Business Insights to Drive Strategy

Streamline business and client development with intuitive insights, suggestions, and best practices to consistently increase revenue. PipelinePlus intuitive insights help determine how business developers bring in more with automatic, concrete recommendations for the next steps needed to close the next deal.

Get Started Quickly and Easily

Admin Assets

With Admin Assets, marketers now have immediate access to otherwise often-gated materials without leaving PipelinePlus.

  • Get content with a click to help with onboarding, adoption, and engagement, PipelinePlus benchmark metrics, and industry news.
  • Readily find solutions to common adoption and engagement challenges.
  • Gauge how your firm’s doing with PipelinePlus compared with other firms.

Feature Walk-throughs

Feature Walk-throughs give users easy-to-follow video tutorials on each PipelinePlus module.

  • Eliminate users’ onboarding frustration and frequently asked questions.
  • Puts instant help at the fingertips of inconsistent users who need reminders about navigating PipelinePlus.
  • Help to maintain and grow PipelinePlus usage.

Knowledge-based Articles

An ever-growing collection of Knowledge-based articles gives users immediate answers to their questions.

  • Users who’d rather read than watch videos get quick and easy access to PipelinePlus how-to’s.
  • Marketers can download and distribute articles as needed.
  • Adoption and engagement increase.

Onboarding Checklist

The PipelinePlus Onboarding Checklist ensures that getting started is simple.

  • A self-guided walk-through of critical steps gets marketers and seller-doers set up in the tool quickly.
  • Simplified instructions maximize the rate and speed of user adoption and decrease reliance on marketing team support.
  • Fast set-up for marketers ensures you’re able to quickly and easily view the progress of your business developers.

Resource Center

Our easy-to-access Resource Center provides a go-to place for users to find answers to their frequently asked questions.

  • The go-to collection of helpful content helps eliminate common software onboarding frustrations.
  • Seller-doers can get easy answers to questions often directed to marketers.
  • The go-to source for critical information helps ensure that users stay engaged with the tool long after onboarding.

User Feedback

We use a Net Promoter Score survey to continuously gauge users’ satisfaction with PipelinePlus.

  • We rely on user feedback to help us continually improve the PipelinePlus experience.
  • User insights ultimately ensure that you and your firm get the most value from PipelinePlus.

Admin Assets

With Admin Assets, marketers now have immediate access to otherwise often-gated materials without leaving PipelinePlus.

  • Get content with a click to help with onboarding, adoption, and engagement, PipelinePlus benchmark metrics, and industry news.
  • Readily find solutions to common adoption and engagement challenges.
  • Gauge how your firm’s doing with PipelinePlus compared with other firms.

Feature Walk-throughs

Feature Walk-throughs give users easy-to-follow video tutorials on each PipelinePlus module.

  • Eliminate users’ onboarding frustration and frequently asked questions.
  • Puts instant help at the fingertips of inconsistent users who need reminders about navigating PipelinePlus.
  • Help to maintain and grow PipelinePlus usage.

Knowledge-based Articles

An ever-growing collection of Knowledge-based articles gives users immediate answers to their questions.

  • Users who’d rather read than watch videos get quick and easy access to PipelinePlus how-to’s.
  • Marketers can download and distribute articles as needed.
  • Adoption and engagement increase.

Onboarding Checklist

The PipelinePlus Onboarding Checklist ensures that getting started is simple.

  • A self-guided walk-through of critical steps gets marketers and seller-doers set up in the tool quickly.
  • Simplified instructions maximize the rate and speed of user adoption and decrease reliance on marketing team support.
  • Fast set-up for marketers ensures you’re able to quickly and easily view the progress of your business developers.

Resource Center

Our easy-to-access Resource Center provides a go-to place for users to find answers to their frequently asked questions.

  • The go-to collection of helpful content helps eliminate common software onboarding frustrations.
  • Seller-doers can get easy answers to questions often directed to marketers.
  • The go-to source for critical information helps ensure that users stay engaged with the tool long after onboarding.

User Feedback

We use a Net Promoter Score survey to continuously gauge users’ satisfaction with PipelinePlus.

  • We rely on user feedback to help us continually improve the PipelinePlus experience.
  • User insights ultimately ensure that you and your firm get the most value from PipelinePlus.