How is Pipeline Builder different than pulling reports from a database?
While databases are good for gathering data, they do not provide context or meaningful insight about what the data is telling you. With Pipeline Builder, we can add the missing intelligence to help your teams engage at a deeper level with their prospects.
Can I use my own database information?
Yep. We can take reports you already have and make them intelligent or generate brand new ones - what ever works best for you.
Is there a discount if I use my own database reports?
Pipeline Builder is not a database service - it is an intelligence service. Whether you use your own lists or have us generate lists for you, it is the intelligence and industry insight that Pipeline Builder is providing.
How often do I receive my reports?
Reports are sent out monthly and can be delivered via a secure folder link or via e-mail.
Can I adjust reporting criteria?
Yep. All report criteria can be updated monthly depending on your pipeline goals.