Briefery vs PipelinePlus

Productivity and Workflow for the Enterprise Workflow is one of the challenges of the enterprise. It is magnified when many of the employees are spread in multiple locations and have limited access to workstations. Briefery's approach to enterprise workflow is based on the company's concept of functional workflow. The platform has a functional module for each type of message, based on attributes such as level of urgency, delivery confirmation, requesting an employee to complete a task or requesting an answer from a group of people. The hierarchical structure enables efficient communication with hundreds or even thousands of employees. Key features: Workflows Builder: Build intelligent automated workflows that will reflect you organizational processes, use the provided FlowBots to create an automated flow with integration to more than 500+ external services or use tailored custom bots to suit your needs. Instant Document / Form Generator and Routing: Users are able to fill a form for a problem/ticket reporting, new assignment, project workflow, HR reporting, survey or any other data collection where each line can become an actionable task. The form and tasks are then routed to the proper person. Forms can be viewed thru flexible (user defined) milestones/statuses to enable control and management of an ongoing process within the enterprise. External Integrations like Export to Excel / PDF: Tasks, Documents, Workflows can be exported to excel for reporting or for integration with other enterprise software packages (CRM, ERP, etc.) Profiles: Within the organization there are spaces (groups). For each space there can be predefined custom profiles to give the user the permissions that he needs keep your data secure and controlled. Market: Get free access to the vast template’s market to find already pre-defined documents, workflows and much more in order to be up and running quickly using professionally created templates

This app requires a paid PipelinePlus account. If you don’t have a corporate PipelinePlus account, ask your administrator about implementing PipelinePlus at your firm or visit https://www.pipelineplus.com/pricing/ to view pricing options. PipelinePlus is a user-friendly relationship management system that focuses on the relationships that matter most to you and your business. The all-in-one tool tracks existing contacts, converts new customers, and provides guidance throughout the business development life cycle. It has five key features that help you grow your pipeline. 1. TARGETS. Our clean interface helps you prioritize and stay connected to the people in your network with the highest business potential. Because business development is about people, not just tasks. 2. SHARING. Collaborate with your colleagues to close more business. Cross-sell more easily, expand client relationships, and gain better visibility into your business opportunities. 3. ASSETS. If you’re in a management role, we provide access to industry news, PipelinePlus toolkits, and much more. 4. TRAINER. Our e-learning curriculum of videos, worksheets, and action steps delivers tried-and-true techniques that every business developer needs to be successful. 5. REPORTS. If you’re in a management role, we provide a performance oversight dashboard, so you can direct a more productive team. PipelinePlus integrates with your Outlook calendar as well as most CRM platforms, eliminating the need for double-entry.