Pipeliner CRM Case Study: Collaboro Digital Asset Management

Collaboro is a global digital asset management company based in Sydney, Australia.

Using AI and machine learningMachine Learning Machine Learning is an aspect or type of artificial intelligence whereby a computer possesses the ability to learn various things by itself without explicitly being programmed to., Collaboro tags and organizes images, video and artwork into a single location.

Collaboro’s mission is to untangle contentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences.. They do this by enabling all creative content to be stored and organized on their cloud platform, so assets become intelligent content. Using AI and machine learning, Collaboro tags and organizes images, video and artwork into a single location. This makes their clients’ assets highly searchable, shareable and reusable, and makes sharing marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. material between agencies, stakeholders and creative partners a seamless process.

In a similar way to the customization that Collaboro offers its clients, the company sought a customizable CRM they could tailor to their needs, and Pipeliner fit the bill. Collaboro uses Pipeliner CRM for tracking all sales opportunities, including inboundInbound Inbound refers to interest (could be sales or marketing driven) that comes in – e.g. cold emails to you, submitted forms on your website, press inquiries, etc. and outbound for inside sales, and the activities of reps in live meetings. Pipeliner’s powerful reporting capabilities are also utilized for the accurate presentation of revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. figures to investors.

Hypergrowth

Collaboro needed an efficient 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. due to rapid growth.
“In the last six months Collaboro has grown from a team of 2 to 14,” says Chris Wigan, Vice President of Sales and Partnerships. “It’s an exciting time for us as we’re preparing for hypergrowth. My first project at Collaboro was to build a sales team and implement a sales CRM.”

Before Pipeliner, we didn’t have an efficient 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.—we were using a combination of Excel and Insightly

“Before Pipeliner, we didn’t have an efficient sales process—we were using a combination of Excel and Insightly,” Wigan continues. “I had always worked with Salesforce, but being a small technology business we didn’t need its enormous feature set, and it was too costly for our budget.”

“Since using Pipeliner, we’ve been able to increase transparency within the team and can now see what the sales, marketing and customer successCustomer Success Customer Success is a proactive mindset, function, department or strategy commonly adopted by B2B companies to optimize business with customers, reduce churn rate, drive profits and increase the predictability of recurring revenue. teams are working on.”

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The company has learned the importance of a sales process, and has developed one they follow… With a help of Pipeliner CRM.

Unique Selling Propositions

There were two basic unique selling propositions that closed Collaboro on Pipeliner.

“With any software or technology platform, the value of the system has to be the first priority. With Pipeliner, it was no exception—the visual nature of the platform is amazing,” Wigan says.

But another benefit of Pipeliner for Collaboro has been the service of the their support team in getting Pipeliner up and running. “The assistance in onboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team. and training was key for us,” adds Wigan. “Personally I had never implemented a sales CRM tool before. Having that support from the Pipeliner team weighed heavily in our decision to go with 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..”

Rollout

Rolling out Pipeliner was incredibly easy. I’ve been really surprised by how quick and simple it was.

“Rolling out Pipeliner was incredibly easy,” Wigan reports. “I’ve been really surprised by how quick and simple it was. We needed some customized CRM platform and it’s been so simple to update dashboards, show opportunities and display the opportunities we wanted to, as well as import different types of 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..”

Ease of Use

As with thousands of other sites, Collaboro has found Pipeliner extremely intuitive and easy to use. “After using one platform or so many years, it can take a while to change,” says Wigan. “But the good thing about Pipeliner is that it’s so intuitive that you can find what you need very easily. I think with Salesforce and a few other platforms, people can get lost in the system unless it’s been stripped back.”

We treat everyone here like adults. They have access to the whole platform. So far it’s been working really well and I’ve received no negative feedback.

There was no necessity to do such a thing with Pipeliner. “We treat everyone here like adults,” Wigan laughs. “They have access to the whole platform. So far it’s been working really well and I’ve received no negative feedback.

“A lot of positive feedback has been around the visualization and the weighted targeting—linking all that through and the velocity of opportunities. For the salespeople to be able to come in every day and visually see who they’re meeting with, what company they’re going to be working with, how they can navigate the sales process and increase their close rate is a huge benefit.”

A common complaint about CRM is the amount of admin salespeople must undertake. Again, this isn’t the case with Pipeliner. “It’s not labor intensive,” Wigan says. “The guys don’t feel like they have an increased amount of admin burden, in fact it’s the other way; they feel like it’s less work for them.”

  • A lot of positive feedback has been around the visualization and the weighted targeting—linking all that through and the velocity of opportunities. For the salespeople to be able to come in every day and visually see who they’re meeting with, what company they’re going to be working with, how they can navigate the sales process and increase their close rate is a huge benefit

Effortless Administration

Traditionally CRM systems have required intensive training for administrators—and then often a full-time administrator is required. Pipeliner was designed to be easy to administrate, on a part time basis.

It’s been incredibly easy to maintain. If you need to change something, just jump into the admin feature and change it. It’s super-easy.

“Pipeliner has been awesome,” Wigan reports. “It’s been incredibly easy to maintain. If you need to change something, just jump into the admin feature and change it. It’s super-easy.

“Administration hasn’t taken up a lot of my time. A query will come in, but because the platform is so easy to navigate, a lot of the team has worked it out for themselves and I haven’t had too many questions.”

Recommendation

“I would absolutely recommend PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. to others, for all the reasons I’ve stated,” Wigan concludes. “I think Pipeliner provides everything you could need from an enterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment. platform, and at the same time you’re able to customize it for your needs.

“It’s also the backend support of the team at Pipeliner that have made the migration of systems so seamless. It is easy to get lost when implementing a new sales CRM and the Pipeliner support team just pointed us in the right direction or showed us how to use it in the most efficient way.”

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