Pipeliner CRM announced a new case study with PK Companies, a group of companies providing equipment and technology solutions to the oil and gas industry. Pipeliner CRM is used to facilitate coordination of sales force data - consistently and with transparency.
Larry Nichols, PK Companies Marketing Manager, investigated 20 different CRM products. Pipeliner CRM piqued his interest. "I’d say the key was the dynamic interface on the pipeline view, that overall view where you have to physically move things through the sales steps and the procedural process to get to the end." Nichols continued, "That interactivity, dynamism, that special data field, the weighted target views - those are kickers."
Nichols gave the other CRM products a fair shake - but none of them were a total solution for him. "The other 19 CRM applications that I saw - some of them fit and some of them didn’t. Pipeliner CRM was one I could push and pull to actually use as one pipeline and put all three of the companies in there. That was important to me because more than three-quarters of our sales staff actually sell for all three companies. So I didn’t want to manage three different pipelines, one for each company."
The rollout for Pipeliner CRM took about a week and a half, as compared with the multiple weeks or even months required for other CRM solutions. One very substantial benefit that Pipeliner CRM has brought to PK is an enormous time savings during the weekly sales meetings.
Nichols explained, "It used to be that on Friday we would sit in three sales meetings for three different companies, reviewing the previous week. It would be an all-day event. Now we have everything updated on Thursday, and everybody has full vision because it’s completely transparent. When we step into a meeting on Friday, it’s three 45-minute sessions (one for each company). You multiply 6 hours a day times 15 people, and that is an incredible saving."
The biggest overall change that Pipeliner CRM has brought to PK companies is consistency in communication. Nichols explains: "Pipeliner CRM has become like a virtual assistant to my teams, and it’s really helped simplify their processes. The great savings is that their time is being utilized for the task at hand, versus having to hand-manage all the paperwork - Pipeliner CRM has eliminated the laborious task of remembering what they did and what they’re supposed to be doing next. It’s right there in front of them."
Pipeliner CRM is a truly disruptive technology that turns traditional CRM on its head and takes a sales-centric approach with a target-oriented, visual solution that empowers salespeople. Pipeliner CRM aims to provide a worktool that becomes a way of life - one that salespeople adopt and trust. Pipeliner CRM is organizing customers’ workflows in ways that demonstrate an innate feel for what salespeople actually want and need.
About Pipeliner CRM:
Pipeliner CRM is a software system that enables salespeople and teams to understand their sales process and accelerate opportunities toward a close, while saving time and maintaining focus. Pipeliner CRM overlays organizational features atop a visual interface, creating a worktool that adapts to and grows with the organization. Headquartered in Los Angeles, California and Vienna, Austria, Pipeliner CRM has offices in the UK, Sweden, Slovakia, and India.
Published: Thursday, February 19, 2015
A flexible way to take secure, PCI DSS compliant payments from home or remote locations. It’s quick to deploy needs no changes to processes or systems.
CallGuard Remote prevents agents from seeing, hearing or recording card details so, the agent, their screen, and any call recordings are removed from the scope of PCI DSS.
This simple approach means the customer effectively types their own payment information into the agent’s payment screen, but with the card details being shielded from the agent’s view. It’s simple, and highly effective.
SPEED & PLUS
The SPEED solution solves for service level issues while cost optimizing the environment with automation.
Provides an enhanced way to speed up & optimize invoking temporary agent skills configuration changes into the contact center environment.
Speed allows you to schedule both future changes & temporary changes that auto-revert back to the original state when scheduled time expires.
*Automated / Scheduled Temporary Agent Skills Configuration Management
*Immediate Temporary or Reoccurring Schedule Skills Configuration Changes
*Easy to Use/Operations Administration Focused
*Descriptive Monitoring Activity Dashboard
*Detailed “End to End’ Audit Trail and Perfor...
VADS Business Continuity Plan
VADS provides a business continuity plan by providing full outsource services and manage services. we've provided this to several clients. You can contact us for a detailed study case.
|4.)||Teckinfo Solutions Pvt. Ltd.|
Adapting to the new normal contact center industry has to be ready for work from anywhere agents to maintain business continuity. Even when working from remote locations, the work from home agents or remote agents need to be monitored for smooth customer service operations or effective tele sales.
InterDialog UCCS with its work from home agent ready call center software helps you to have complete control over your contact center operations. Agents can log in from any where , home, office or any other place where they are through their mobile phone or desktop , or even through our ID mobile app . With centralized recording & reporting , you gain visibility of all contact center metrics , and you can manage your center the same way as you were doing when working from office.