SunX Solar Systems Doubles Revenue by Using PipelineDeals for Sales and Account Management

Adding certainty to each moment and interaction in the sales process drives results by taking the guessing out of building and growing customer relationships

SEATTLE – October 28, 2015 – PipelineDeals, the sales and account management platform provider for SMBs, today announced it enabled SunX Solar Systems, a San Diego-based residential solar sales and service company, to significantly grow its business, doubling its revenue within the first year of use.  With PipelineDeals, SunX Solar quickly achieved its business goals by easily gaining control of the sales process while increasing the performance and productivity of its team.

Built to deliver certainty in every action to start, develop and grow customer relationships, PipelineDeals optimized the sales and management workflow across SunX Solar’s dispersed and distributed workforce. Additionally, PipelineDeals’ platform easily scales with company growth, enabling SunX Solar to close more deals faster as the company expands into new markets, both regionally and internationally. SunX Solar now manages relationships in California, Arizona and Australia.

With one intuitive platform for all sales and account management needs, PipelineDeals aligns SunX Solar’s marketing and sales efforts, saving the company $20,000 in direct annual marketing costs alone. PipelineDeals’ sale acceleration offering, Accelerator, delivers engagement and account measurement data that helps SunX Solar gain a true sense of the opportunities and priorities in the sales pipeline. This includes trackable, bulk email with real-time updates on which messages and attachments are opened and when.

“We realized quickly that our old sales process was hindering our growth, but we couldn’t justify the major up-front investment and technical know-how most sales productivity software required,” said Samantha Biagi, partner, SunX Solar. “PipelineDeals was the only tool to fit the bill. For the first time, everyone on our team is on the same page, allowing us to work seamlessly and grow as a company.”

SunX Solar previously used paper service sheets and spreadsheets to track sales projects. Providing staff with mobile devices armed with PipelineDeals’ cloud-based platform eliminated the hassles of transporting and version control of these documents. Staff has instant access to the most current data at their fingertips to always know the best actions to take and when. PipelineDeals is easily customized to manage and monitor exactly what SunX Solar needs to maintain and increase its sales momentum.

“PipelineDeals was built from the ground up with a goal of growing sales teams,” said JP Werlin, CEO and founder of PipelineDeals. “SunX Solar is a great example of how we have built a solution to optimize the entire sales process for the benefit of both the individual salesperson and the company.”

A full SunX Solar case study detailing the benefits and opportunities provided through PipelineDeals is available at:


About PipelineDeals

Founded in 2006, PipelineDeals provides the most comprehensive sales and account management software platform for small and medium-sized businesses, helping their sales teams get organized and sell more. With a focus on service, PipelineDeals seeks to change the way businesses manage their sales pipelines and grow revenue. PipelineDeals boasts more than 4,000 customers in more than 60 countries, was recently named an Inc. 5000 fastest growing company, awarded a top customer satisfaction award by G2 Crowd and named one of Washington’s Best Places to Work by the Puget Sound Business Journal.

For more information, visit


About SunX Solar

SunX Solar Systems provides complete solar solutions throughout San Diego and southern California. Their experienced team specializes in system design, installation and service for solar pool heating, solar water heating and solar electric power in San Diego, Riverside County and Orange County, California. We are the authorized dealer for the industry’s leading solar products including solar pool heating systems from Heliocol, solar water heating systems from SolahartSolene and Heliodyne and solar electric systems from SolarWorld and LG.


For more information, visit

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