Pipeline
37 Case Studies
A Pipeline Case Study
GlobalTranz, a technology-driven third-party logistics (3PL) provider, needed a better way to recruit and manage agent partners after outgrowing Microsoft Access. The recruiting team required a flexible, easy-to-use CRM to track sales-recruiting leads, maintain detailed agent records, and prevent missed opportunities—so they evaluated multiple options and chose Pipeline CRM for its simplicity and configurability.
Pipeline CRM was quickly adopted across the team, providing deal stages, notes, activities, notifications, and contact management that improved visibility and follow-up. As a result, GlobalTranz saw a 63% increase in revenue-producing agent partnerships, generated additional six-figure gross profit from targeted campaigns, and strengthened productivity across a network serving 34,000+ carriers and 25,000+ customers.
Brian Coleman
Manager of Agent Acquisitions