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customer story
From his first-hand experience, Chism knew what sales people don’t want.
“I found myself consulting contractors who were trying to use complex CRM systems, but they never utilized the features.”
He also explained that sales people don’t want to waste time plugging in data.
“There are a lot of CRMs out there that are trying to be simple, but they are still complex. I know with my clients, who are painters or contractors, a CRM needs to be easy to use,” he said. “I was looking for something simple, something that was easy to train.”
That’s how he decided to partner with Pipeline CRM.
“From a partner perspective and a user perspective, the main advantage of Pipeline CRM is just how simple it is to use and learn. Painters don’t need such a robust system,” he explained. “Pipeline CRM not only has the right features, but it is also affordable for a six- or 10-user experience.” He said Pipeline CRM is also the “right amount of CRM.”
“It is relatively simple to plug in a sales lead and follow the sales lead from start to finish. It’s simple for sales people, and simple for me.”
David added that his clients have pointed out repeatedly how the email features, custom fields and project management tools help them be more productive. He also said the reporting features are just as easy to use and that he easily saves reports in Pipeline CRM. In his experience using other CRMs, such as Salesforce, gathering reports can be “super challenging.”
“I use Pipeline CRM a lot for my customers. I get in there as much as they do to run reports myself. It takes no time at all!”
For Chism, another key outcome of partnering with Pipeline CRM has been the game changing relationships he has developed not only with his customers but with Pipeline CRM.
“Pipeline CRM software helps us all build our business relationships. At the same time, I like how I have built a relationship with PipelineDeals as a company. I never wanted to partner with a company I couldn’t build a relationship with,” he said. “From the start, Pipeline CRM and I just connected.”
Chism has tried dozens and dozens of CRMs – to understand what other CRMs were in the market – but said that Pipeline CRM has always been the top CRM he has been committed to using with his customers.
“Pipeline CRM was my first choice from the start. The staff offer great support and customer service. They always reach back out to me. In my years of experience working with them, I find Pipeline CRM has always been a consistently quality product to offer my clients.”
