Pipeliner CRM
41 Case Studies
A Pipeliner CRM Case Study
Mactech On‑Site, a provider of on‑site machining services to power plants, refineries, mining, shipbuilding and other heavy industries, was struggling with a fragmented sales process and an ineffective CRM that acted more like a rolodex. Sales and marketing leadership needed a simple, intuitive system their less‑technical field teams would actually use, because missed follow‑ups and untracked quotes were costing deals and limiting visibility into pipeline value.
They implemented Pipeliner CRM for its visual interface, configurable sales steps, low onboarding cost and easy training. The system enforced follow‑up tasks, captured opportunity data and made pipeline analytics simple, eliminating lost quoted business and improving process adherence. Since launch most months have shown year‑over‑year revenue gains, and Mactech reached 95% of its ambitious 20% sales growth target with a month still to go—outcomes the company attributes directly to Pipeliner.
Luke Wittenbraker
Sales and Marketing Director