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Pipeline CRM also met the data reporting requirements he wanted.
“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.”
DaguenÃ© said that Pipeline CRM game-changing features include its integration with Google and Excel. He also pointed out the Agenda feature which makes sales leaders’ jobs easier by enabling customized filters and columns. DaguenÃ© said other CRMs are so much more limited in how data is displayed.
Evergrowth positioned itself to accelerate B2B Software as a Service (SaaS) companies. It turned into an exciting opportunity to help a new set of clients change their sales process and grow.
However, they needed customer relationship management (CRM) software that could track their growing client base, one they could recommend to their clients. They knew a sales-focused CRM was instrumental to help growing companies ramp up and thrive.
“For early stage startups, it’s part of our job to take a close look at their very first clients so we can reverse engineer their data and generate lists of prospects that look similar to their customers. We then get working on campaigns, prospecting and outreaching.”
Evergrowth created two programs called Sales Exploration and Sales Acceleration. The company then hired data researchers skilled in data science to produce highly curated lists of business-to-business leads.
Understanding their own needs and their clients’ needs, DaguenÃ© turned to Pipeline CRM. He researched the success Pipeline CRM has had among small and midsize businesses for more than a decade including in categories such as ease of use and adoptability. He also knew Pipeline CRM would be loved by sales teams for another reason: flexibility.
“Salespeople are great individuals but they’re also very stubborn. They don’t like to change so you have to offer and train on a CRM that is very flexible to their needs and wants.”
With decades of experience in sales, DaguenÃ© realized quickly that Pipeline CRM fit the characteristics he was seeking for himself and his clients.
“I’m a sales guy myself so one of my favorite tools before using Pipeline CRM was spreadsheets. 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, make unique lists to ultimately see where you can add value in your pipeline.”
Evergrowth has seen steady growth since taking off on its own. The company now has 20 employees, including freelancers and part-time employees. DaguenÃ© said they are recruiting two to three employees every month to help meet the demand for their services.
He also said Pipeline CRM continues to play a significant role in their growth.
“Every week we are freezing data we have in Pipeline CRM. We do this with one click and in three minutes, thanks to Pipeline CRM integrations. With many other CRMs, it would take us one hour.”
As for his clients, he onboards them easily during a two-day workshop. During those sessions he helps define their ideal customer profile. Training continues by showing them how to create filters and dashboards.
“The CRM training is straightforward and it’s easy for them to find what they need. Pipeline CRM has great features that you just can’t find in other CRMs.”
As a result, DaguenÃ© can concentrate on other aspects of his consulting work.
“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.”
Limited Seats Available
Thu, Jun 15, 2023 08:00 AM PST
All trainings will be recorded and shared after each session.