Streamline your processes with the pipeline crm app for financial services

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multiple teams are involved in selling your product or service to your customers turning a customer into a buyer and further into a promoter and retaining the same customer needs different approaches multiple tools can be convenient for independent operations but when the teams rely on each other only a unified platform can help them achieve their common goal that is why we've built team Pipelines team pipelines are structured to give the different departments clear visibility of their counterparts activities and a single source of truth about their customers here's a quick example of Zilker a software provider that manages their business using team Pipelines Larry is a potential customer interested in buying zilker's software products the sales representative quickly gets in touch with Larry and gives him a demo of their product even though Larry is impressed with the product pitch he has a few concerns about the usability of the software the sales rep quickly Loops in his product adoption team to help Larry understand their product better the adoption team schedules multiple remote sessions with Larry and clarifies all of his questions Larry is now convinced to get another 7-Day trial extension from Zilker to explore more after a few days of usage Larry encounters a technical issue which he reports to the adoption team they quickly raise a ticket to their support team and the support team responds swiftly to resolve the issue Larry is overall thrilled with the customer experience and completes his purchase he responds to a customer survey with a very positive feedback zilker's marketing team gets notified about the happy customer they get in touch with Larry and request a testimonial witnessing a stellar customer experience Larry endorses zoker's product and their team on social media in this example the team pipeline enabled seamless collaboration among the different teams involved while allowing them to use distinct Fields records and stages in their respective Pipelines at any point in time Larry could have randomly approached any of these teams to get a spontaneous response as everyone had a 360 degree view of the customer's up-to-date information throughout his journey when required teams were allowed to access and create or raise a request on different Pipelines you were just two clicks away from creating a team pipeline from scratch Define the open and closed stages drag and drop the required fields and Save [Music] to make it further convenient for you we've created a set of predefined pipeline templates that you can clone you can also create sub pipelines if your team wants to have different set of stages within the same pipeline say your sales team wants to segregate customers based on the subscription model if the support team wants to handle standard and escalated tickets in different pipelines or if the marketing team wants to Target existing and new customers separately in such cases they can create sub pipelines that will enable the team to categorize the records within the primary pipeline that is team pipeline for you multiple teams were involved but not multiple tools [Music]