“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 user friendly program I have ever used.”
Denise Schmidt, Sales Operations Manager, First Tactical
What business issue(s) was First Tactical looking to solve with a CRM?
- Managing Company Schedules
- Forecasting
- Following up on opportunities
How did Pipeliner CRM meet First Tactical’s business needs?
Better organization 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
Learn More About Pipeliner CRM
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