Case Study: U.S. Dynamics Corporation achieves streamlined 12-step proposal tracking and visual pipeline management with Pipeliner CRM

U.S. Dynamics Organizes Their 12-Step Proposal Tracking Process with Pipeliner CRM

U.S. Dynamics Corporation (USD) is an aerospace and defense support firm founded in 1962 that provides maintenance, repair, overhaul and manufacturing for legacy avionics, radar and aircraft components. Their proposals process produces RFQs with many line items stored in an Access database, but the sales and proposals team had no visual way to track the 12-step quotation workflow, making it hard to see status, prioritize work, and manage follow-up.

USD integrated Pipeliner CRM so each RFQ becomes an account and line items import as opportunities into a customized 12-step pipeline (from RFQ through Research, Estimating, Quoted, Pending and Resolution). The simple rollout and drag‑and‑drop interface drove quick adoption; customizable reports and visual pipeline views improved visibility, streamlined tracking and follow-up, and gave management a clear view of outgoing quotes and overall pipeline health.

U.S. Dynamics Corporation

Steven Pitkoff

Marketing Coordinator