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Navigator draws upon all the different and complex data sources in the system to deliver proactive insights, advice and guidance to the sales professional in one visual, easily understood screen. Introducing Pipeliner CRM's Navigator - Notifications:
About Pipeliner CRM Navigator
With its breakthrough Navigator functionality, Pipeliner CRM moves far beyond the standard concept of a CRM dashboard. We have brought more focused and innovative ways of bringing instant intelligence to to all users, no matter their function in the organization--intelligence that cuts out the noise for users, allowing them to easily navigate complexity and focus immediately, and in real-time, on what is most important.
With Pipeliner Automata and its central feature, Navigator, we are once again showing that if you approach complexity skillfully, you can extract insight, guidance and intelligence from it and then deliver those in a way that sales professionals can easily consume and use them. - Nikolaus Kimla, CEO of Pipeliner CRM
Introducing Pipeliner CRM's Navigator [Intro]
Screencast: Play in a new window.
CRM Navigator reminds you! Within the Notifications section are 3 different boxes, and your largest open opportunity. Let's dive deeper. In order to access Pipeliner CRM Navigator, click Navigator within the main Pipeliner menu:
#1: CRM Navigator : Tasks
“Tasks” displays the number of overdue tasks. Just click on the task bar to open all your overdue tasks.
Tip: Tick the task as done from Navigator.
#2: CRM Navigator: Missed Close Date
“Missed Close Date” displays the number of your opportunities with missed close dates. The close date shown is the expected close date of the sales opportunity. It's defined by the sales rep when qualifying the sales lead into real opportunity. If you miss your expected close date, you should adjust it or close the opportunity as lost.
#3: CRM Navigator: Velocity Issues
“Velocity Issues” informs you of how many opportunities are past due in getting moved to the next sales step. With Pipeliner CRM, you can configure an expected sales step duration with your sales pipeline. "Sales step velocity" refers to the number of days each opportunity has in order to move through that particular sales step. Example: If your sales step velocity for step 1 is 10 days, your sales opportunity needs to be moved from this step to another within 10 days. If the opportunity stays in the step 1 for more than 10 days, it becomes overdue, which then makes it a Velocity Issue.
#4: CRM Navigator: Largest Open Opportunity
“Largest Open Opportunity" shows you the largest current open opportunity.
If you close this opportunity, the next largest opportunity shows up.
As used within other parts of the application, you can use "Profiles" on the Navigator screen as well. You can alter Navigator's profile with the way you need to see the records. Example: If you would like to see all overdue tasks of your team, just check the view option "show items on my sales units".
TIP: Save your Profiles for later reuse.