New Case Study: How XpressConnect Personalizes Outreach to 70,000 Contacts in Pipeline CRM!
New Case Study: How XpressConnect Personalizes Outreach to 70,000 Contacts in Pipeline CRM!
Customer Story
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Reno Renovations sales have grown by 10% each year for the past two years. “We are growing and growing,” says Office Manager Jillian Shuttleworth. “We’ve had to hire three new staff members since we started with Pipeline CRM.”
The key to growth, says Shuttleworth, is “keeping everyone happy.” The company’s work involves a lot of details and complicated timelines. In order to preserve time for growing the business, Reno must be extremely efficient in keeping clients, staff, and contractors informed and satisfied. For years, they attempted to do this with one massive Excel spreadsheet, organized by Open, Pending Payment, and Paid deals.
“It was really crazy,” she recalls. “Sometimes we’d accidentally delete things or put them in the wrong field. We couldn’t run reports. Finally, a new employee did some research and found Pipeline CRM. It has made my life so much easier, and clients feel like we’re really on top of things.”
Established in 2011, Reno Renovations offers preservation, rehab, and general construction services in the greater Chicago area. The family-owned company outgrew the Excel spreadsheet system they were using and became a Pipeline CRM customer in 2014.
Pipeline CRM has made my life so much easier. Clients feel like we're really on top of things, and we feel confident that we're on top of all our deals. It's been an essential part of our 10% of year-over-year growth.
“I have Pipeline CRM on my screen all day long,” says Shuttleworth. “When our guys in the field call me, I can give them answers instantly. What’s the access code for this lockbox? What’s the number for that plumber we worked with last year? When is the carpet going to be delivered? There it is!”
Shuttleworth also appreciates the way Pipeline CRM Tasks help her team stay on top of business priorities. “Every morning, I start with a quick look at my dashboard, to see the big picture of where all our deals are by stage. Then I follow up with people to resolve overdue tasks before moving on to what’s due today.”
This is especially valuable when it comes to moving the new businesses forward. It’s easy to get caught up in day-to-day operations, but Pipeline CRM provides a critical push to follow up on bids that have been submitted and stay on top of long-term client relationships. “We’re really happy with Pipeline CRM. We’ve recommended it to friends and other contractors. It’s our daily pulse.”
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