Get Freshbooks in Your Pipeline

Initially motivated by some early customer suggestions, we gave some serious thought towards the problems small businesses face today. We clearly identified some areas of opportunity where we felt there were inefficiencies for folks. Admittedly, Pipelinedeals is focused on the business development process - managing your future revenue opportunities.

What happens after you successfully close a deal? It is time to begin providing your product/service for that Client and invoice them for your efforts. (Hooray revenue!) When we prioritized our list of natural partners, invoicing was top on the list. Takes time, not necessarily fun, and not why you went into business. FreshBooks run by Mike and Levi in Toronto was the clear leader in this market. We were able to arrange a breakfast meeting in New York recently and we found that our two companies thought a lot alike and had similar business models albeit in different but complementary spaces.

Freshbooks_1
<!-- D(["mb","

Over an omelette it was \nclear that Pipelinedeal’s customers had a definite (and a previously expressed) \nneed for the ability to invoice clients. Additionally, FreshBooks customers were \nin need of managing their sales process. FreshBooks and PipelineDeals needed to \nfind a way to talk to each other - it was a no brainer. Together the two \ncompanies have laid out a loose plan of weaving our two applications closer \ntogether:
",1] ); D(["mb","


Step 1 - "Baby Step" - Look for co-branded landing pages on \nPipelinedeals introducing Freshbooks.
Step 2 - "Up the Ante" - Look for some \nin app mention of Freshbooks inside of Pipelinedeals.
Step 3 - "Take it up \nanother notch" - Install and "Export to Freshbooks" Button in \nPipelinedeals.
Step 4 - "Nirvana" - Immediately upon setting a deal status to \n"Signed", Client Info sets up an account in Freshbooks.

From what we can \ntell, we are the first two independent online SaaS vendors to move down a \nserious integration path. Both companies are excited and look forward to the \nbenefits this integration brings to our customers.

Thanks to Mike and \nLevi for believing in Pipelinedeals!
",1] ); //-->

Over an omelette it was clear that Pipelinedeal’s customers had a definite (and a previously expressed) need for the ability to invoice clients. Additionally, FreshBooks customers were in need of managing their sales process. FreshBooks and PipelineDeals needed to find a way to talk to each other - it was a no brainer. Together the two companies have laid out a loose plan of weaving our two applications closer together:

Step 1 - "Baby Step" - Look for co-branded landing pages on Pipelinedeals introducing Freshbooks.
Step 2 - "Up the Ante" - Look for some in app mention of Freshbooks inside of Pipelinedeals.
Step 3 - "Take it up another notch" - Install and "Export to Freshbooks" Button in Pipelinedeals.
Step 4 - "Nirvana" - Immediately upon setting a deal status to "Signed", Client Info sets up an account in Freshbooks.

From what we can tell, we are the first two independent online Software as a Service (SaaS) vendors to move down a serious integration path. Both companies are excited and look forward to the benefits this integration brings to our customers.

Thanks to Mike and Levi for believing in PipelineDeals!
 

Initially motivated by some early
customer suggestions, we gave some serious thought towards the problems small
businesses face today. We clearly identified some areas of opportunity where we
felt there were inefficiencies for folks. Admittedly, Pipelinedeals is focused
on the business development process – managing your future revenue
opportunities.

What happens after you successfully close a deal? It is time to
begin providing your product/service for that Client and invoice them for your
efforts. (Hooray revenue!) When we prioritized our list of natural partners,
invoicing was top on the list. Takes time, not necessarily fun, and not why you
went into business. FreshBooks run by Mike and Levi in Toronto was the clear
leader in this market. We were able to arrange a breakfast meeting in New York recently and we
found that our two companies thought a lot alike and had similar business models
albeit in different but complementary spaces.

Freshbooks_1




Over an omelette it was
clear that Pipelinedeal’s customers had a definite (and a previously expressed)
need for the ability to invoice clients. Additionally, FreshBooks customers were
in need of managing their sales process. FreshBooks and PipelineDeals needed to
find a way to talk to each other – it was a no brainer. Together the two
companies have laid out a loose plan of weaving our two applications closer
together:

Step 1 – "Baby Step" – Look for co-branded landing pages on
Pipelinedeals introducing Freshbooks.

Step 2 – "Up the Ante" – Look for some
in app mention of Freshbooks inside of Pipelinedeals.

Step 3 – "Take it up
another notch" – Install and "Export to Freshbooks" Button in
Pipelinedeals.

Step 4 – "Nirvana" – Immediately upon setting a deal status to
"Signed", Client Info sets up an account in Freshbooks.

From what we can
tell, we are the first two independent online Software as a Service (SaaS) vendors to move down a
serious integration path. Both companies are excited and look forward to the
benefits this integration brings to our customers.

Thanks to Mike and
Levi for believing in PipelineDeals! 

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