No credit card required.
Global Business Director, Craig Wishner, started his journey with Pipeline CRM at Tenthwave Digital. And when Tenthwave merged with Wire Stone Digital Marketing a year ago, Wishner made sure they continued to utilize all that the Customer Relationship Management (CRM) software had to offer.
Tenthwave had been using Pipeline CRM for three years prior to the merge. And when Wire Stone acquired them, the digital agency looked for a tool to boost efficiency, and unify the two teams.
For example, he has some employees use it as a repository to help track new business outreach and opportunities.
He also has weekly calls with his managing director and they use Pipeline CRM to go over his deals tab.
Wishner says, “Every hot pursuit is listed in the deals tab, and we go over where prospects are in the sales cycle in regards to those deals.”
Pipeline CRM also allows Wishner and the team to log conversations, as well as create a task list to remind them to follow up with clients and prospects.
They use the platform as a repository, in regards to the information stored on current clients, with future clients, as well as tracking the progress of what’s moving forward.