Un-friendly to User-Friendly: How Midwest Hose Got Behind A CRM They Actually Enjoy Using

Business Challenge

The old way of doing things no longer fit the bill. Their previous system was clunky, hard to navigate and the dashboard made it difficult to see the information that actually matters. Because of this, customer details got tucked away in notebooks, data was stashed in laptops and key information was locked up in the minds of seasoned sales reps. 

“We were running a prior solution that wasn’t giving us exactly what we were looking for in terms of easy graphics to use, consume and take advantage of.”
— David Baum, Trulinx Admin & Special Projects Coordinator

Everywhere And Nowhere

With critical customer and sales data living here, there and everywhere, information was fragmented, visibility was nonexistent, and leadership was left piecing together the puzzle instead of seeing it in one place.

Unfriendly User-Experience

The previous platform wasn’t intuitive or intune with how they operate and  the user experience was not user- friendly. And adoption lagged because the system didn’t make life easier, it made it harder. Because if this, team members were still keeping data elsewhere and information was siloed. 

The Solution

With friendlier graphics, clearer dashboards and easier navigation, WPCRM gave Midwest Hose a system they had always hoped for. A platform their sales team and leadership could get behind. And a platform that could perform — and help them perform.

Data Clear & Consolidated

WPCRM brought scattered information into a centralized platform. Notes, customer data and activity tracking moved out of silos and into one shared system.

Dashboards With Detail

Leadership now reviews dashboards every morning and looks forward to seeing what happened the day before. Automated daily reports keep visibility high and accountability consistent.

Field-Friendly And Mobile

With a simple implementation and an easy-to-use mobile app, adoption came quickly. Reps can log activity from anywhere and at any time (even using voice-to-text).

“The implementation is very simple. It’s very quick. It gives you a product that is very easy for the end users to understand.”

 — David Baum, Trulinx Admin & Special Projects Coordinator

Positioned To Sell

In a product line filled with add-ons and cross-sell opportunities, Midwest Hose sees opportunity ahead. With plans to leverage AI-driven product suggestions, they’re preparing to surface complementary products automatically — similar to the smart recommendations customers expect in modern ecommerce.

Results

WPCRM helped Midwest Hose move from fragmented data and limited visibility to a centralized, connected, and in sync operation. Information now flows, sales now has the tools to sell, and leadership now has the full picture to inform further decisions. 

Today:

• Management starts each day with clear dashboards
• Sales activity is tracked consistently across the team
• Customer information lives in one shared system
• Implementation was smooth, simple and fast
• User adoption improved thanks to intuitive design