Pipeline
37 Case Studies
Case Study: SunX Solar achieves 2x revenue growth with Pipeline CRM
A Pipeline Case Study
How SunX Solar Doubled Their Revenue With Pipeline CRM
SunX Solar is a residential solar sales and service company serving San Diego and southern California. They were hampered by paper service sheets and Excel spreadsheets that led to lost information, missed follow-ups, and an inability to run mass email marketing.
By adopting Pipeline CRM—tablet-enabled, cloud-based, and quick to configure—SunX centralized customer data, made email addresses required, and launched trackable email campaigns that replaced direct mail, saving over $20,000 a year. The team now gets real-time alerts for customer activity, sales handoffs are seamless, and the company has doubled its revenue and expanded the system to additional territories.
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SunX Solar
Dan Stifle
Partner