CRM and Pipeline Management

Spaulding Ridge's CRM and Pipeline Management app serves as a single hub for customer relationship management and allows you to track relevant metrics across the sales cycle from your early prospecting efforts to the closing of a deal. The ACI methodology (Available, Contacted, Interested) easily categorizes your leads and drives the sales pipeline. The pipeline management component illuminates numbers across the sales cycle, and allows sales managers and partners to better understand their current revenue position, and create more predictable revenue projections.



Sales Rep Mgmt. & Basic Territory+ Quota Setting
  • Sales Ops leaders can create and manage sales rep teams, set quotas, and assign territories, regions, and accounts to their sales teams
CRM Functionality & Contact Management
  • Manage all accounts and the specific client contacts associated with those accounts.
  • Add new contacts, and keep one single repository of information for all potential leads
ACI Methodology
  • Each sales rep can track all accounts that are assigned to them. They can enter interaction dates and client responses, and manage their outreach through the "Available, Contacted, & Interested (ACI)" methodology
  • This is used to determine which clients should move into the company's qualified pipeline (all interested clients)
Contact Interaction Tracking
  • Sales reps can use the "Touch Tracker" to view every communication type, date, and a message sent to each contact associated with a specific client.
Sales Rep Pipeline Tracking & Sales Cycle Stage Analysis
  • Manage all accounts that have been pushed through to the pipeline based on the ACI dashboard. Track the time it takes to move across the sales cycle, and enter the estimated deal size
  • This will calculate the qualified pipeline amount based on the likelihood that the deal will close (these parameters are adjustable by admins).
Sales Rep Leaderboards
  • Track the performance of your sales reps across the organization, and view metrics that compare this performance against other reps
  • Quickly view attainment % and sales performance against a goal.
Company Pipeline Tracking
  • Sales ops leaders can view a read-only report of the qualified sales pipeline and get a snapshot glance of the pipeline across the organization.
Executive Report
  • View and executive report of sales rep outreach, specific messaging and contact interactions, sales rep pipeline amounts, and sales rep performance
  • This rolls up to total company performance with easy-to-read visuals and charts.

App stats

 Modules - 27
 Roles - 3
 Formulas - 106
 Reports - 13
 Complexity - Intermediate
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Version history
Last update:
‎09-16-2020 08:55 AM
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