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If you’ve ever wondered what a business run by Excel spreadsheets looks like, just ask Crystal McLoughlin.
When McLoughlin rejoined PACE as a Corporate Sales Manager in January of 2016, the company was stuck in the dark ages, using spreadsheets to manage their business.
McLoughlin said, “When I came back on, the very first thing I did was find a company like [Pipeline CRM] to manage the sales cycle.”
And when switching from spreadsheets to a Customer Relationship Management (CRM) software like Pipeline CRM, it opened up a world of visibility and communication within the company.
She said, “Being able to see what the [sales team] is working on and where things are in the pipeline is priceless.”
So how exactly did the switch to a CRM help PACE grow? It all comes back to the idea of finding a simple solution that everyone could adopt.
When searching for a CRM, “We wanted something that we as the sales team could legitimately manage by ourselves, without having to involve our tech team,” McLoughlin said. “We didn’t want to add another software that they were going to have to support.”
She says with Pipeline CRM, the interface is simple and easy to use. “When I would describe Pipeline CRM to the team I would say, It’s just like Facebook. It’s so easy, it’s just natural.'”
She says when she shows team members how to use the platform, it becomes innate to them. They know what to click, and it’s easy to guess what to do next. With other platforms, it would have taken a lot of training and time they didn’t have.
And because of the ease of use that came with Pipeline CRM, it was able to be adopted by the entire team. This led to what McLoughlin believes is the most valuable feature of the app – visibility.
She loves how now, on the Pipeline CRM homepage she can see how many deals are in the company’s pipeline, and the revenue it could potentially generate, as well as the stage of the deal.
“Just being able to see that at a quick glance every day when I open up the app, it’s like, Oh, okay, so we have 12 million dollars’ worth of business in our pipeline.’ It makes you feel like you’re accomplishing something.”
Limited Seats Available
Thu, Jun 15, 2023 08:00 AM PST
All trainings will be recorded and shared after each session.