Case Study: GlobalTranz achieves 63% growth in revenue-producing agent partnerships with Pipeline CRM

A Pipeline Case Study

Preview of the GlobalTranz Case Study

GlobalTranz Grows Agent Partnerships 63% With Pipeline CRM

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.


Open case study document...

GlobalTranz

Brian Coleman

Manager of Agent Acquisitions


Pipeline

37 Case Studies