Trust is the fast track to getting clients to sign agency business contracts. But what’s the quickest way for agencies to build trust with their prospects? It’s setting and meeting expectations. The better your agency meets expectations, the easier it will be to generate revenue. Here’s how agencies use Pipeline CRM.
An agency CRM system gives you the platform you need to set and meet client expectations consistently over time. Today, we’ll take a closer look at how three agency businesses use Pipeline’s agency CRM to do just that.
1. MGECOM: Multiple Years of Growth with Pipeline CRM for Agencies
The first on the list of our CRM agency users is MGECOM. MGECOM is an advertising agency focused on affiliate program management. They became a Pipeline CRM customer in June 2006, shortly after they launched. Pipeline CRM has helped MGECOM scale from a tiny operation in the founder’s spare bedroom to one of the largest and best-performing affiliate program management agencies in their niche.
MGECOM came to Pipeline CRM with specific needs and requirements:
- Manage MGECOM’s messaging, flow, and frequency of touchpoints
- Tell salespeople what to do and when to do it
- Scale up or down with demand
“Since we started in 2006, we’ve gone from tracking three or five deals at a time to having a couple hundred prospects in various stages of our sales pipeline at any given time,” says MGECOM CEO Matt Enders. “Our messaging, flow, and frequency of touchpoints have certainly evolved over the years, but Pipeline CRM keeps us from making missteps, no matter how complex things get.”
Here are some of the other Pipeline CRM features that helped MEGOCOM scale and make our CRM agency one of the best CRM solutions in the market:
- Smart agendas: daily agendas that populate automatically. Create an intuitive to-do list for your team while they perform daily sales tasks.
- Smart emails: use advanced rules and conditions to automate lead engagement, send welcome messages, and resurrect dead leads.
- Robust reporting features: MGECOM relied on deal insight, activity tracking, and sales forecasting reports to gain a macro- and micro-level view of their organization’s performance.
“Our greatest challenge is the same as it’s always been: getting someone to put their signature on the dotted line,” says Enders. “Pipeline CRM helps us maximize each opportunity. Our business development team keeps it open in a window whenever they’re working. We use it to track every communication we have with every prospect.”
As CEO, Enders stays on top of everything with Pipeline CRM’s robust reporting features. “On a day-to-day basis, I can get the 30,000-foot view and see where things are, but when I need to dig in, it’s just a matter of a couple of decisive clicks to get the specifics I need.”
Results From Pipeline CRM
MGECOM relies on Pipeline CRM to tell its salespeople what to do and when to do it. It keeps track of everything in a customized manner, so they never miss a deal. The best part is that Pipeline CRM is incredibly affordable.
“The tracking has to be much more robust than any one person’s brain. Pipeline CRM gives us scalability. It’s full-featured and incredibly inexpensive. Nobody has to be tied to a database, and all of our documentation is readily accessible to everyone who needs it.”
Even better, Pipeline CRM allows MGECOM to manage personnel changes with ease. “When we’re getting someone new up and running, we don’t even need support documentation. It’s so intuitive. A new person can start using Pipeline CRM and be comfortable within a day of playing with the interface.”
Continue reading the MGECOM case study to learn more about our agency CRM.
2. Evergrowth: SaaS Sales Incubator Relies on Pipeline CRM
Lithuanian consulting firm Evergrowth started as an in-house incubator for Practica Capital, a European venture capital company. Evergrowth accelerates B2B Software as a Service (SaaS) startups across Europe by helping sales and marketing teams develop predictable sales pipelines within a data-driven sales framework. They turn SaaS companies into sales machines.
Here’s what Evergrowth needed:
- Robust data reporting: Evergrowth has strict data reporting requirements. They need to be able to analyze client performance at any given time.
- Comprehensive CRM integration: Evergrowth needed an agency CRM that could work with its already established technology stack. It needed plug-and-play functionality that would allow it to sync its tools together in a few short clicks.
- Agenda feature: This feature simplifies tasks for sales leaders, making their jobs easier. Smart agendas, enabling customized filters and columns, and AI assistants ensure everyone knows what needs to be done daily.
Evergrowth’s CEO, Jean-Baptiste Daguen, had this to say about Pipeline. “Our business and our SaaS clients make decisions, thrive, and run on data. That’s why we love Pipeline CRM just as much as our clients. Pipeline’s game-changing features include its straightforward integration with Google and Excel.” Daguen also pointed out the agenda feature, which makes sales leaders’ jobs easier by enabling customized filters and columns. “Other CRMs are so much more limited in how data is displayed.”
Here are some of the other Pipeline CRM features that helped Evergrowth scale SaaS companies:
- A sales-first CRM: Evergrowth needed a flexible, simple, easy-to-use CRM that could be customized and adapted to the sales team’s needs. Pipeline CRM’s platform offers flexibility to customize deal stages, data, analysis, reporting, fields, forms, and more
- Robust sales data management: with just one click, Evergrowth can record and freeze their data in the CRM database. This action only takes just 3 minutes with Pipeline CRM but could take up to an hour with other agency CRMs
- Training and onboarding: Pipeline CRM provided the Evergrowth team with extensive training, onboarding, and support.
Daguen onboards his clients with a two-day workshop. During those sessions he helps define their ideal customer profile. He continues their training by showing them how to create filters and dashboards.
“I’m a sales guy myself, so one of my favorite tools before using Pipeline CRM was spreadsheets,” said Daguen. “Pipeline CRM is a great transition from spreadsheets and so much more intuitive. You can work easily with its inline editing, create filters, add columns, and make unique lists to ultimately see where you can add value in your pipeline.”
Results From Pipeline CRM
Evergrowth has seen steady growth since adopting Pipeline’s agency CRM system. Although its agency has 20 employees, it constantly tries to recruit two to four employees every month to keep up with the demand for its services.
“What differentiates us is that we are an extension of our clients’ teams. We challenge them on the sales process, think with them, and ask them why they are contacting certain leads. Along the way, we help businesses solve problems, and Pipeline CRM helps us accomplish that.”
Continue reading the Evergrowth case study to learn more about our agency CRM.
3. Wire Stone and TenthWave Use Pipeline’s Agency CRM to Manage Merger Transition
Wire Stone is a digital marketing agency with eight offices worldwide. Established in 2000, this full-service agency provides marketing transformation, demand generation, audience engagement, and experiential branding to its clients.
Wire Stone used Excel, Salesforce, and various other CRM platforms in the past. From a scaling perspective, these options were either too complicated or unmanageable for the team. When Wire Stone merged with TenthWave, they decided to take a closer look at what they were using. They couldn’t pass up the combination of Pipeline CRM’s simple navigation and intuitive user interface.
Wire Stone came to Pipeline CRM with the following needs:
- Simple CRM system: they wanted a simple, easy-to-use option that didn’t require major support from IT or major investment.
- Keep team members in the loop: with multiple user rights, roles, and responsibilities, they needed to make sure everyone had need-to-know information right at their fingertips.
- Monitor sales opportunities in real-time: to ensure that they can go over deals with a fine toothcomb.
Craig Wishner, Global Business Director at Tenthwave Digital and Wire Stone, shares his thoughts about Pipeline CRM.
“I made sure that we kept Pipeline CRM when Wire Stone acquired us because it’s a tool I utilize and like to use. I didn’t want something I wasn’t familiar with. To me, having that repository of information makes life easier because it allows you to go back and see when you talked to a prospect or customer list, as well as what the conversation was about,” Wishner said.
Here’s a look at the core agency CRM features Wire Stone needed for their business:
- Simple setup, no admin required: Wire Stone could import, set up, and manage their business post-merger without admin support. No need to call IT for help, no fighting with group policies or custom operating systems.
- Effortless CRM data migration: TenthWave and Wire Stone needed to migrate all their sales CRM data from Salesforce and import it into Pipeline CRM. The data transferring feature from Pipeline CRM made that easy, saving time and money.
- Deals tab: many Wire Stone employees use it as a repository to help track new business outreach and opportunities. They monitor current and future clients, as well as track the progress of what’s moving forward
- Account customization: Wire Stone needed to provide their organization with need-to-know access to customer and deal information. Pipeline CRM enabled Wire Stone to customize and set user rights and permissions, ensuring everyone had the data they needed and nothing more
“If you don’t have a tool, process, or approach to conducting your business, you’re in quicksand,” Wishner says. “You have to have some type of mechanism that keeps you embracing your different outreach… Pipeline CRM does that for me.”
Results From Pipeline CRM
Our customizable contact and sales management allows Wire Stone to easily record and track all leads within the sales pipeline. They can add personalized notes to each deal, allowing them to leverage this information to accelerate the deal-closing process.
When first jumping on board with Pipeline CRM at Tenthwave, it was a breeze to export all of our data from Salesforce to Pipeline CRM. We had lots of information to retain, and being able to transfer that information over to Pipeline CRM was instrumental for us.
To me, having that repository of information makes life easier because it allows you to go back and see when you talked to a prospect or customer list, as well as what the conversation was about,” Wishner said. “Any golden nugget that can help you in a conversation is important to me. Pipeline CRM was the conduit for data transfer, which lent itself to better organization and productivity across our teams.”
Continue reading the Wire Stone case study to learn more about our agency CRM.
Pipeline CRM: The Key to Sales Success
Set expectations, and meet expectations. This formula is the key to more sales revenue for your agency.
Clients buy when they trust you. Setting and meeting expectations over time builds a strong agency/client relationship. When you have an agency CRM system, you have a clear path to increased trust and revenue. The better your agency is at meeting client expectations, the easier it will be to persuade each of your agency clients to spend big.
Learn more about Pipeline CRM’s powerful features for agencies. or check out our integrations here. And when you’re ready to test our agency CRM, sign up for a 14-day free trial!
