Pipeline
37 Case Studies
A Pipeline Case Study
VRS Trucking, a veteran-owned heavy equipment and transportation company in Ramona, California, moves fast—99% of lease applications are approved within five minutes—but needed a way to keep a growing team aligned across multiple lead sources and sister companies. With up to 30 people touching a single customer record for titles, DMV registration, repairs and maintenance, the company sought a sales-focused CRM to prevent duplicated work and provide one source of truth for customer and asset data.
Pipeline CRM became that centralized solution: the Deals view, VIN searches, Email Activities and integrated repair/title data gave everyone instant visibility and easy tracking. The system was simple to adopt and supported by responsive help, enabling dedicated staff to keep records current; within a year VRS Trucking increased customers tenfold, deployed more drivers weekly, and gained much better asset tracking and operational efficiency.
Tammy Mette
Accounting Manager