PipelineDeals CRM Aims To Make The Day In The Life Of A Sales Professionals As Productive As Possible

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Below is our recent interview with JP Werlin, CEO & Co-Founder of PipelineDeals:

JP Werlin

Q: Could you provide our readers with a brief introduction to PipelineDeals?

A: PipelineDeals is the CRM that salespeople and account managers love using. With its functionality and design, PipelineDeals makes the day in the life of a sales professionals as productive as possible — enabling them to build game changing relationships.

The company was founded in 2006 and since then we have grown to be the most adopted CRM for small and midsize businesses, known for our easy-to-use and customizable user experience, sales focused features, and leading customer support and service.

We’re headquartered in Seattle, WA and besides having a dedicated team that is wholeheartedly committed to our customers’ success, we’ve been honored with industry accolades. We’ve been listed on the annual Inc. 5000 list since 2014, recognized as one of the fastest growing companies in the U.S. We’re also proud of the industry recognition we’ve achieved from Gartner with a spot on the Gartner Magic Quadrant for Sales Force Automation since 2015. G2 Crowd has also recognized us for our high adoption rates and for our standing as a top sales software choice.

It’s exciting to be in the CRM industry and to truly help our customers achieve their goals.We’re proud to say that more than 18,000 users in 100 countries are using PIpelineDeals to gain the daily visibility they need into their sales pipeline and that visibility, in the end, helps them grow their businesses and close more deals.

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Q: You’ve recently been selected by GlobalTranz to increase revenue and streamline their agent acquisition program; could you tell us something more?

A: GlobalTranz is a great example of how a company has increased revenue and streamlined its business processes (in this case its agent acquisition program) with PipelineDeals. Specifically, GlobalTranz saw a boost of 63 percent for agent partnerships that generated revenue — a record number for the company. We find that very impressive.

There are so many examples of how companies are changing the game with PipelineDeals. Our customer success stories page tells more.

• When The Garland Company, a top building products manufacturer, implemented PipelineDeals CRM, its sales teams experienced a high 90-percent end-user adoption rate which improved their sales process.
• Trailer Bridge increased productivity by 100 percent and expanded its transportation and logistics operations by streamlining its sales process with PipelineDeals.
• When TENMAT adopted PipelineDeals, the manufacturer of advanced materials experienced a sales boost of 30 percent and a conversion rate jump of 20 percent.
• After implementing PipelineDeals, WLS Companies has expanded its team by 30 percent, experienced a 100 percent increase in company efficiency and remains poised to reach impressive profit goals.

Q: Can you give us insights into your features?

A: One of our recent news headlines points out how ranked as one of top 10 CRMs in G2 Crowd’s Best Products for Sales 2019. In your earlier question, I pointed out how we’ve been recognized on Gartner’s Magic Quadrant for Sales Force Automation three years in a row. We’ve earned such recognition thanks to features we designed that our customers love.

Any user will notice right away that PipelineDeals has features which make it similar to using an Excel spreadsheet but data gets much more use in our CRM. A user’s data becomes organized so it’s easy to find, report on and update. Many customers have never used a CRM before and can easily adopt PipelineDeals. Also, PipelineDeals integrates easily with favorite business tools like Gmail, Outlook, Zapier, Mailchimp and Excel.

Here are a list that points out our top features that offer the benefits SMBs are seeking from their CRM:

• Unlimited contacts, deals, and companies
• Unlimited custom fields
• Sales pipeline management and contact management
• Sales acceleration and email insights
• Pre and post-sale customer management
• Sales reporting and forecasting in-app
• Integrations with Excel and Google Sheets for custom reporting and sales forecasts
• Two-way email, contact, and calendar integrations for Google & Office 365
• Leading mobile app for iOS and Android

Q: There’s a lot of CRM solutions out there, what makes PipelineDeals the best choice?

A: Our key differentiator is that we design a CRM that SMBs actually use. CRM adoptability rates are generally low but PipelineDeals has been proven to be a CRM that SMBs can quickly learn.

PipelineDeals’ users can attest to how they can actually use to make use of the sales automation tools and features. They gain a competitive advantage when they go up against more established companies or enter a market for the first time. It’s also the perfect choice for users who are frustrated with overpriced and over-engineered CRM solutions like Salesforce.

I’d also like to point out how we have been recognized in the software industry as the most adopted CRM among SMBs. According to G2 Crowd, a top peer-to-peer, unbiased business solutions review site, PipelineDeals is the most adopted CRM among SMBs.

• 83 % adoption rate
• 90 % ease-of-admin rate
• 90 % ease-of-use rate

Another key differentiator to point out is that we have a Customer Success team that specializes in CRM adoption from training, data migration to setup and implementation. We have experts who want to help our customers make the best use of CRM software for their needs.

Finally, PipelineDeals stands out when it comes to pricing. Not only is it within reach of an SMB budget, customers see amazing ROI.

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Q: What are your plans for the future?

A: We’re continually improving functionality to meet changes and needs in the industry. For example, PipelineDeals takes into account the prevalence of big data and the insights that sales leaders want to achieve.

We want continue being where our customers need us, helping to shape their experiences in more compelling and useful ways. To stay true to the ease-of-use experience PipelineDeals is known for, UX and product design will continue to play a central role in future product strategy.

One thing hasn’t changed over the years: our commitment to the customer. We will continue to design and offer the most adopted CRM in the SMB market today.