QLab Pipeline
Automated Quote & Opportunity Tracking
Without automated tracking, sales managers lack visibility, reps miss follow-ups, and CRM data becomes unreliable for forecasting or resource planning.
How Pipeline Helps
QLab Pipeline applies intelligent RAG logic to accounts, quotes, and opportunities, alerting teams when thresholds are breached. This gives leaders clarity and allows teams to act early where deals are at risk.
Key Feature
- RAG status automation across records
- Custom rules managed centrally or by user
- Alerts via task creation and email
- Fully embedded into Dynamics 365
Strategic Impact
Restore confidence in pipeline reporting and focus team attention where it’s needed most. Refined through field testing across multiple deployments.
Turn pipeline data into reliable action, no more chasing updates.