Pipeline
37 Case Studies
A Pipeline Case Study
Azure is a globally distributed sourcing and interior design firm that sources furniture and products worldwide and competes in a fast-moving, niche market. With projects that can take up to 12 weeks to close, qualifying prospects and staying selective about the right-fit opportunities was a major challenge—previous CRMs were cumbersome and required too much maintenance.
Azure adopted PipelineDeals’ hosted CRM for its simplicity and low cost, enabling quick setup, straightforward deal creation and quote emailing, and use of To-Do templates to manage the product delivery workflow. The result: clearer next steps and team expectations, faster deal management, better alignment with client goals, and a more efficient process for finding and pursuing the best projects.
Dan Shand
General Manager