Discover how Creative Engineering, a leading product design company, is using SalesClic for Highrise to improve sales pipeline management.

1. Customer Case Study – Creative Engineering
1. Challenge
Paul Dowd is the CEO of Creative Engineering, an award-winning product development firm
founded in 1995.
As a product development company, Paul notes that each prospect is unique and likes to be
approached in different ways. Highrise lets Paul’s team track conversations, however if his team
doesn’t tag the prospect correctly it can easily slip through the cracks and be forgotten about.
Paul’s team is passionate about design and the work they do. They find tracking sales progression a
chore as they would rather be spending time on other tasks. Paul needed to find a solution that
would leave little room for error and would be simple enough for his team to adapt to accept change.
2. Solution
Paul found SalesClic on the Highrise add-ons page because he specifically wanted a product that
would work with the platform. He was able to install the product for a 30-day trial and his team quickly
adapted to the drag-and-drop interface that made the sales pipeline visually appealing. This
made tracking sales a lot quicker and helped the team remember to put the information into Highrise.
Salesclic adds functionality without the need to add another program.
3. Results
After 9 months of using SalesClic, Paul has seen his team become better at streamlining the sales
process and turning leads into clients. They are more decisive and know when a lead has stalled.
“Sales is a tough business,” says Paul, “There’s a lot of rejection. You’re putting yourself out there and
it can be difficult. I find that SalesClic gives you small bits of satisfaction along the way. Moving
a lead into the next pipeline stage or putting a figure on a deal is rewarding. It can keep you going.”
Since using SalesClic, Paul’s team has seen some excellent results: “Contacting long standing wavering
customers is easier when you’re reminded. Pre-SalesClic, it wouldn’t have been so simple!”
Paul also says “Everyone has problems with time management and motivation and SalesClic helps
embody an efficient process. It motivates us to not let a decent lead go cold and also helps us
become more efficient by recognizing the deadwood.”
In a short period of time, Paul notes has come to rely on SalesClic to track sales and analyse progress.
“SalesClic isn’t the dramatic hero who makes one change and then leaves; it’s the steady worker you
can rely on. I know it’s churning away in the background making sure that nothing is forgotten.”
Curious to see how SalesClic would work for your company?
Talk to a sales pipeline analysis and forecasting specialist