“Whether your team is one person or many people, Pipeliner CRM can be as simple or sophisticated as you need it to be. Its features and functionality make it a great CRM at a great price point.”
Catherine Austill, Print & 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. Advisor
What business issue(s) was Graphic Partners looking to solve with a CRM?
- Graphic Partners did not have any type of CRM and needed a way to manage customers, prospects, activities, and opportunities.
- Log and track prospecting activities & measure for effectiveness
- Help with business focus
How did Pipeliner CRM meet Graphic Partners’ business needs?
It allowed us to build a process for activities and keep on track with scheduling reminders.
Why did you ultimately select Pipeliner CRM?
It has the most capability, flexibility, and integration features we needed at a terrific price point.
How is Pipeliner CRM helping the Graphic Partners team?
It is helping manage the customers and opportunities while helping with continued prospecting.
What are some of Prowareness Graphic Partners’ favorite features?
- Outlook integration for tracking email activities
- Ability to customize, add/remove fields within 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. set up
- Reporting!!!
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