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- Sales Management
Integrate your apps
Integrate your apps
Pipeline CRM has provided the ability to increase sales by over $100k in a few short months. This is mainly in our intra-agency cross-selling efforts. As many agencies still act autonomously, Pipeline CRM brings agency disciplines together. For example, an agency that only sells commercial insurance can easily share client relationships with an agency that sells employee benefits.
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Power up your Pipeline CRM account and boost your sales with Pipeline CRM Premium Account Setup.
*Training package is non-refundable
**Amount and quality of data informs the cost
Onboarding Comparison
“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.”
Each onboarding is unique. We work with each individual client to understand their needs. Packages can range in price. Contact a sales team member for pricing. Quotes are only based on an implementation approach that best matches a company’s requirements.
Based on years of experience, our Customer Success team has a 100 percent success rate in improving time to launch rate. The personalized assistance from professional CRM experts has lead to a streamlined sales process and a smooth CRM adoption experience.
Our comprehensive onboarding services ensure a successful roll-out. It’s our goal to meet every client’s time-to-launch expectations. First, our team maps out your company’s goals and CRM needs. During the initial kick off call, a plan is set in place for timely execution of tailored services. Data import, onboarding, and admin and team training follow. Check-ins are also part of the implementation process. VIP services are available upon request.
Onboarding time varies per implementation. Many factors, from a sales team’s prior CRM experience to scheduling, come into play to determine the amount of time needed. Some clients have experienced full onboarding within two weeks. Average onboarding for a SMB typically falls within a month timeframe.
Through our onboarding services we help you manage your sales process to optimize your business. That can involve data import services, admin training, team training and personal follow up. Every business is different…
It is our team’s goal to ensure Pipeline CRM is running the way you need it to. We want to ensure your team has all of the training necessary to thrive. We can plan and schedule more sessions as necessary.
The Pipeline CRM Customer Success team has years of CRM training and onboarding experience – across a breadth of industries – to offer onboarding packages that make the best use of your time and budget.