“Pipeliner has been game changing for my sales team. I love how easy it is to change the fields to accommodate our goals and information we need to capture. The reporting tool is so easy to work with, I have used other CRM’s and this has to be the most userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. friendly program I have ever used.”

Denise Schmidt, Sales OperationsSales Operations Sales Operations is a collection of aligned business processes, strategic implementations and other activities aimed at achieving organizational goals, specially in the areas of sales revenue, market coverage and growth. Manager, First Tactical

What business issue(s) was First Tactical looking to solve with a CRM?

  1. Managing Company Schedules
  2. ForecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors.
  3. Following up on opportunities

How did Pipeliner CRM meet First Tactical’s business needs?

Better 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.). and keeping the team on track.

Why did you ultimately select Pipeliner CRM?

Easy to manage, no need to hire a programmer for this CRM.

How is Pipeliner CRM helping the First Tactical team?

We are growing and managing our business, following up on opportunities with automated reporting and reminders.

What are some of First Tactical’s favorite features?

  • Easy Reporting function
  • Leads tab – link to our website
  • Easy Admin

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