Despite its small size, Dallas-based commercial janitorial company SiteForce has the capabilities of a much larger company, while still being agile and flexible enough to effectively support its customers’ needs.
SiteForce has seen revenue growth double
Has seen field operations team triple in size
Having both come from tech backgrounds, co-owners Matt Seaton and Ron Daniels knew that they’d need CRM software when they founded SiteForce.
Ron had the experience of implementing CRM software in previous operations and an idea of what features he wanted for his SiteForce team.
After doing a quick Google search and checking the CRM options on Capterra, Ron discovered Pipedrive and soon realized it offered all the features SiteForce needed at the best price.
SiteForce’s primary needs for a CRM were simplicity and customization and Pipedrive didn’t disappoint. Pipedrive’s simplicity and ease of onboarding have led to it being adopted by four different departments at the company: sales, HR, field operations and business operations.
Pipedrive’s ease of use has also made it a powerful tool for locating important information. The SiteForce sales team uses Pipedrive’s pipeline view during their twice-weekly huddle meetings as a way of seeing how their contracts are progressing, while staff looking for specific information can easily find what they need in the Pipedrive database.
Perhaps the feature SiteForce has taken most advantage of is the customization options Pipedrive offers.
By developing custom fields for their customers, the team can quickly gather and make use of a huge amount of data for their employees, who can access the information they need in real time, such as door codes or cleaning priorities.
As well as using Pipedrive as a conventional CRM, SiteForce has been experimenting with the tool’s ability to create custom pipelines that streamline other parts of the business.
Operations Coordinator Barbara Daniels now uses Pipedrive to log and monitor the performance of the field operations team, giving her detailed timelines showing how each janitor is performing and allowing her to see any actions that need to be taken.
SiteForce was also experiencing issues while tracking its recruiting efforts, but by creating a custom pipeline they were able to create visually accessible records to solve their issue.
When the team has found themselves struggling to keep up with their extra projects, they got on top of them by creating a new, specific pipeline that helps them ensure nothing is falling through the cracks. Thanks to Pipedrive and the team’s innovative solutions, SiteForce has been able to grow.