Financial Services Case Studies and Customer Success Stories with Pipeliner CRM
Rockstead Group
- Financial Services
Pipeliner CRM helped Rockstead Group manage two different business lines. The company needed a flexible CRM for both review services... and their Yabber software platform. Pipeliner CRM tracked deals, improved executive reporting, and increased staff engagement. The team valued Pipeliner's focus on their unique needs and its easy-to-use interface. They also used Pipeliner for operations and marketing, not just sales.
Real Estate Case Studies and Customer Success Stories with Pipeliner CRM
Mark Hertz Company
- Real Estate
Pipeliner CRM helped Mark Hertz Company move from paper files to a digital system. The company used Pipeliner CRM to... manage complex property violation processes in New York City. The multiple pipelines feature let them organize six different workflows. Customization and easy onboarding were key benefits. Staff found the system intuitive and visually appealing. The company highly recommends Pipeliner CRM for streamlining business operations.
Manufacturing Case Studies and Customer Success Stories with Pipeliner CRM
Headworks International
- Manufacturing
Pipeliner CRM helped Headworks International improve sales process management. The company switched from Salesforce due to ease of use and... better data visibility. Pipeliner's visual tools made it easier to target key opportunities and manage long sales cycles. Reporting and filtering features saved time and improved forecasting. Headworks implemented the system in under three months, much faster than previous CRM rollouts.
Telecommunications Case Studies and Customer Success Stories with Pipeliner CRM
MTN Business
- Telecommunications
Pipeliner CRM helped MTN Business manage and track their sales pipeline both in the office and on the go. The tool let... them assign and follow up on leads, set targets, and monitor performance with easy-to-use dashboards. MTN Business customized Pipeliner CRM to fit their sales team's needs with little IT help. The sales team quickly learned the system and used it on laptops and tablets. Pipeliner's support team gave helpful advice and answered questions fast.
Pipeliner CRM helps LabXPress track over 4,000 clients and manage sales activities. Before Pipeliner, LabXPress used Excel, which made tracking... hard and details easy to miss. With Pipeliner CRM, the team can see monthly volume and revenue from each doctor. Sales reps find information quickly in the field using their phones and tablets. The system makes tracking opportunities simple and helps sales managers oversee their teams. LabXPress recommends Pipeliner CRM for its ease of use and strong support.
