PipelinePlus Teams

PipelinePlus Teams is a tech-enabled business development system that helps busy firms uncover and pursue valuable opportunities more effectively. With PipelinePlus your business developers will grow their books of business while your marketing and business development professionals meet your firm’s strategic goals.

Request Demo

2+ Users

All-in-one Tool

PipelinePlus Teams 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 thrive.

Intuitive BD Recommendations

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.

PipelinePlus Teams helps seller-doers accelerate revenue generation:

An easy-to-use relationship tracking app available on desktop, laptop, and phone
A comprehensive library of e-learning lessons to coach seller-doers through every step of the BD process
A built-in systematic approach to pipeline management
Timely notifications with actionable recommendations on how to close new business

Request Demo

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.

See for yourself

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.

See for yourself

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.

See for yourself

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.

See for yourself

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.

See for yourself

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.

See for yourself

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.

See for yourself

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.

See for yourself

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.

See for yourself

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.

See for yourself

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.

See for yourself

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.

See for yourself

For marketing and BD professionals, PipelinePlus Teams provides:

Easy-to-access oversight of seller-doers’ BD activities and performance
Essential reporting and analytics to drive more effective BD strategies
Access to an extensive library of business development content
Full Client Success support and a proven system to maximize adoption

Request Demo

Problems PipelinePlus Teams solves:

Inconsistent focus on business development
Lack of familiarity with business development strategies
Ad hoc relationship nurturing
Lack of business development planning and execution
Challenges when it comes to managing and following-through on opportunities
Lack of repeatable business development systems
Lack of comprehensive oversight of BD activities and outcomes

Request Demo