Pipeline
37 Case Studies
A Pipeline Case Study
Vermeer Southeast, a 45+-year regional dealer of Vermeer heavy equipment with nine locations and 115 employees, was hampered by fragmented, locally managed CRM databases that frequently lost years of customer data, required costly exports, and consumed 25–50% of IT’s time to troubleshoot and recover. The lack of centralized visibility made it hard for managers to track activity and for salespeople to act quickly in the field.
Switching to a centralized, web-based Pipeline CRM gave real-time, mobile access to unified customer records and activity. IT time spent on CRM dropped to under 5%, reps regained selling time and close deals faster, and the company now leverages complete relationship histories to provide consistent service—strengthening customer trust and driving measurable sales growth.
James Jeffcoat
IT Director