Case Study: PK Companies achieves efficient sales tracking and a unified pipeline across three businesses with Pipeliner CRM

PK Companies Serve the Oil and Gas Industry with a New Kind of Pipeline Pipeliner CRM

PK Companies (PK Industrial, PK Safety and PK Technology) provides coatings, safety equipment and mobile inspection technology to the oil & gas industry. Facing poor adoption of their previous CRM (only 20% of reps used Salesforce) and fragmented sales data—much of which lived “in the heads” of reps—the company needed a single, easy-to-use system that would support their 7-stage sales process and a sales team that sells across all three business lines.

They selected Pipeliner CRM for its visual, interactive pipeline and fast, one-week-and-a-half rollout. Deployed across 15 sales reps, 4 managers and marketing, the system centralized activity, enabled on-the-fly pipeline changes, and automated notifications. The result was dramatically improved transparency and communication, elimination of paperwork, and an estimated savings of 90 manhours per week in sales meetings.

PK Companies

Larry Nichols

Marketing Manager