Case Study: LabXpress achieves streamlined client tracking and field-sales efficiency with Pipeliner CRM

How Pipeliner CRM Empowers LabXpress

LabXpress, a Phoenix-based lab providing low- and no-cost medical testing to underserved patients, serves over 4,000 clients with a small team. The organization struggled to track visits, client volumes, provider revenue and sales activities using spreadsheets, which made opportunity follow-up and field reporting cumbersome and error-prone.

Implementing Pipeliner CRM centralized client and sales data, automated monthly volume and revenue tracking by doctor, and put maps, reminders and opportunity stages in reps’ hands via mobile devices. The result: faster, accurate reporting and follow-up, improved manager visibility into territories, enthusiastic rep adoption, and a significant boost in efficiency and confidence in field operations.

LabxPress

Erowyn Symolon

Sales Manager