Case Study: Expert.ai achieves scalable, standardized sales processes with Pipeliner CRM

Expert.ai - Customer Case Study

Expert System, the developer of Cogito — an AI-powered cognitive computing platform used across government, corporate and financial sectors — grew rapidly from its Italian roots into a global business. That expansion exposed a need to scale and organize sales: the company had no structured sales methodology and needed a CRM that could support a standardized sales process without heavy IT overhead.

They selected Pipeliner for its ease of implementation, offline/online capability and minimal customization requirements, and rolled it out alongside new sales processes and marketing automation. Adoption was straightforward due to a deliberately simple setup, and Pipeliner helped enforce a standard sales methodology, improve data capture and ultimately meet the company’s goals for a more organized, scalable sales organization.

Expert.ai

Luca Scagliarini

Chief Marketing Officer