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 contains four critical components of business development in one tool.
Intuitive system helps you prioritize the prospects, clients and referral sources you need to contact.
Business development video lessons that provide the strategies and skills you need to excel.
Provide concrete recommendations so you know exactly what steps to take to close new business.
Comprehensive dashboards and analytics track critical data to empower marketers and business developers.
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.
Easily navigate more than 50 lessons on the PipelinePlus platform
Sample Trainer Lesson
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.
With Admin Assets, marketers now have immediate access to otherwise often-gated materials without leaving PipelinePlus.
Feature Walk-throughs give users easy-to-follow video tutorials on each PipelinePlus module.
An ever-growing collection of Knowledge-based articles gives users immediate answers to their questions.
The PipelinePlus Onboarding Checklist ensures that getting started is simple.
Our easy-to-access Resource Center provides a go-to place for users to find answers to their frequently asked questions.
We use a Net Promoter Score survey to continuously gauge users’ satisfaction with PipelinePlus.
With Admin Assets, marketers now have immediate access to otherwise often-gated materials without leaving PipelinePlus.
Feature Walk-throughs give users easy-to-follow video tutorials on each PipelinePlus module.
An ever-growing collection of Knowledge-based articles gives users immediate answers to their questions.
The PipelinePlus Onboarding Checklist ensures that getting started is simple.
Our easy-to-access Resource Center provides a go-to place for users to find answers to their frequently asked questions.
We use a Net Promoter Score survey to continuously gauge users’ satisfaction with PipelinePlus.
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