Customer Story | A David Creation | PipelineDeals

Customer Story | PipelineDeals Partner

A David Creation builds sales solutions with PipelineDeals

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David Chism working

As part of a family three generations deep in the painting contractor industry, David Chism had valuable experience to share when he decided to launch his own marketing management and consulting firm called A David Creation.

"Painting contractors work with me because of my experience and they trust that I’ll keep their marketing and sales efforts on track," said Chism.

To do that he needed to recommend a reliable CRM that his clients could count on.

"I wanted to partner with a CRM company that could fill my needs. I wanted to simplify the life of a contractor, make it easier for them in the office but also in the field. I always have estimators and salespeople in mind," he said.

The Search for CRM

From his first-hand experience, Chism knew what sales people don’t want.

"I found myself consulting contractors who were trying to use complex CRM systems, but they never utilized the features."

He also explained that sales people don’t want to waste time plugging in data.

"There are a lot of CRMs out there that are trying to be simple, but they are still complex. I know with my clients, who are painters or contractors, a CRM needs to be easy to use," he said. "I was looking for something simple, something that was easy to train."

That’s how he decided to partner with PipelineDeals.

PipelineDeals was my first choice from the start. The staff offer great support and customer service. They always reach back out to me. In my years of experience working with them, I find PipelineDeals has always been a consistently quality product to offer my clients.

— David Chism, Owner of A David Creation

A Partner and User Perspective: PipelineDeals

"From a partner perspective and a user perspective, the main advantage of PipelineDeals is just how simple it is to use and learn. Painters don’t need such a robust system," he explained. "PipelineDeals not only has the right features, it is affordable for a six- or 10-user experience."

He said PipelineDeals is also the "right amount of CRM."

"It is relatively simple to plug in a sales lead and follow the sales lead from start to finish. It’s simple for sales people, and simple for me."

David added that his clients have pointed out repeatedly how the email features, custom fields and project management tools help them be more productive. He also said the reporting features are just as easy to use and that he easily saves reports in PipelineDeals. In his experience using other CRMs, such as Salesforce, gathering reports can be "super challenging."

"I use PipelineDeals a lot for my customers. I get in there as much as they do to run reports myself. It takes no time at all!"

The Result: Game Changing Relationships

Since 2009, Chism has built a varied client base that ranges from small companies of $500,000 in annual revenue to large firms taking in up to $20 million in revenue. Today, 75 percent of A David Creation clients use PipelineDeals.

"The more you know about the customer, the more sales you are going to make. PipelineDeals supports building client relationships that way. It’s easy to make them understand that because PipelineDeals is so easy to use."

For Chism, another key outcome of partnering with PipelineDeals has been the game changing relationships he has developed not only with his customers but with PipelineDeals.

"PipelineDeals software helps us all build our business relationships. At the same time, I like how I have built a relationship with PipelineDeals as a company. I never wanted to partner with a company I couldn’t build a relationship with," he said. "From the start, PipelineDeals and I just connected."

Chism has tried dozens and dozens of CRMs - to understand what other CRMs were in the market - but said that PipelineDeals has always been the top CRM he has been committed to using with his customers.

"PipelineDeals was my first choice from the start. The staff offer great support and customer service. They always reach back out to me. In my years of experience working with them, I find PipelineDeals has always been a consistently quality product to offer my clients."

PipelineDeals software helps us all build our business relationships.

— David Chism, Owner of A David Creation

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