Pipeliner CRM
41 Case Studies
A Pipeliner CRM Case Study
VisioneersPartner is a Vienna-based sales consulting, implementation, and training firm that helps organizations align strategy, people, processes and technology across sales and marketing. A core challenge they encounter with clients is the lack of a formal, documented sales process and poor CRM adoption, especially in companies with non‑traditional sales workflows that need a tool to bridge departments and support coaching and forecasting.
VisioneersPartner adopted and partners with Pipeliner CRM, using its visual pipeline, social integrations and combined quantitative/qualitative forecasting to strengthen processes, improve visibility and move monitoring into coaching. The solution delivers rapid adoption (one day of training plus coaching), clearer pipeline and forecast insight for managers, increased salesperson motivation and organization, and consistently positive client feedback—making Pipeliner a central part of their consulting toolkit.
Chris Houghtaling
Founder & Managing Director