Transform your sales process. See why ESP trusts Pipeliner CRM to drive clarity, efficiency, and growth
The Challenge
As a founder-led company with 800 technicians serving diverse sectors—from healthcare to commercial real estate—ESP Facility Services lacked structured sales, marketing, or customer service teams. With no CRM, go-to-market strategy, or historical data tracking, scaling efficiently was a hurdle.
“Pipeliner CRM gave us the foundation to build a sales and customer service strategy from the ground up—without complexity or breaking the bank.” — Eric Goldmann, Chief Commercial Officer (CCO), ESP Facility Services, Inc.
Why Pipeliner CRM?
Referred by their marketing partner, ESP chose Pipeliner CRM for its intuitive design, seamless integrations, and scalability.
Implementation & Impact
Starting from scratch, ESP was fully operational in six months. New team members adapted quickly, leveraging Pipeliner CRM to:
- Track the entire customer journey, from lead to contract.
- Centralize customer histories, documents, and agreements.
- Streamline prospecting via integrations with their website, Leadfeeder, and Dialpad.
While metrics are still evolving, the team now has visibility into sales activities and pipeline health—a first for the company.
“We needed a CRM that could connect to tools like Dialpad, Leadfeeder, and Outlook without heavy IT support,” says Goldmann. “Pipeliner’s reporting, dashboards, and pipeline management stood out—it didn’t require coding or months of training to use effectively.”
