Pipeliner CRM Case Study AIM Institute

AIM Institute is an innovative not-for-profit community organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). that grows, connects and inspires the tech talent ecosystem. The company creates development opportunities, youth training programs, workforce development, and educator resources that help build confident, cutting-edge, high demand individuals, prepared for versatile, innovative technology careers.

AIM Institute utilizes Pipeliner CRM to track sales leads and opportunities across the company’s many different programs.

One of AIM’s most prominent programs is Careerlink.com, a site for Omaha, Nebraska-based companies to post open jobs. It’s a paid-for service for the employers but is free of charge to those seeking employment.

AIM Institute utilizes Pipeliner CRM to track sales leads and opportunities across the company’s many different programs.

The Need for CRM

Because of AIM’s many and different sales activities, the need for the right CRM solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. became acute.

“We were using another CRM, but we really needed another CRM that our salespeople and accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. reps could easily use,” explains AIM systems engineer Chad Picha. “We have 6 different pipelines for all of our various programs.”

Our contractor had worked with Pipeliner CRM in the past at another company, and they remembered the productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price.. They conducted research into our needs, and into the products that would satisfy them.

“We had a contractor that we hired to help us find the best tool for our business needs. Many of the solutions that we have investigated—including NetSuite and Salesforce—are just way too big and, for a non-profit, out of our price league. It’s just impossible for a non-profit to pull that off.”

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The company has learned the importance of a sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology., and has developed one they follow… With a help of Pipeliner CRM.

“Our contractor had worked with Pipeliner CRM in the past at another company, and they remembered the product. They conducted research into our needs, and into the products that would satisfy them. We needed something that would help us grow consistently, which we wouldn’t eventually have to abandon because it doesn’t have enough capabilities. It turns out Pipeliner was the one that fit what we needed.”

Salespeople Love It

We’re integrating Pipeliner with our sales systems and our current products that we sell, so we’re extremely excited about that!

We’re integrating Pipeliner with our sales systems and our current products that we sell, so we’re extremely excited about that. No more hand-entering dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. in 3 different areas—we just put it all in Pipeliner, and I can just push it out to all the other different systems that we have.

As is the case with Pipeliner CRM customers the world over, AIM salespeople love Pipeliner. “They’ve been very excited about it,” Picha says. “They find it very easy to search and create reports from.”

Excited about Pipeliner

AIM Management is also embracing Pipeliner. “Managers are finding it much easier to do reports, find out what the salespeople are doing, and find out how many leads or contacts have been assigned to them,” Picha continues. “They can find out whether leads have been contacted in a timely manner. They find the bulk updates very easy, and the merge or duplicate accounts very easy and straightforward.”

In conclusion Picha says, “I would definitely recommend Pipeliner to other companies. We love the product. When it comes to using the API, Pipeliner has done an excellent job of documenting that API, and making it really straightforward and easy to use.

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