Disconnected to Decisive: How Schaedler Yesco Gained Control, Clarity And Greater Close Rates

Business Challenge

Schaedler Yesco Distribution didn’t need another CRM, they needed a reliable partner that could keep up with the way they sell. On top of this, they needed better visibility, greater ability to collaborate across teams, and access to ERP data that didn’t take a shovel to dig out.

“When we were looking to change away from Tour de Force to a new CRM, it was mainly because the company had been purchased and the service had really dropped off.”

— Vince Liberto, Executive Vice President of Operations

All Gaps, No Visibility

Beyond service and support, a number of other challenges were holding them back. Data lived in silos. Sales teams were left out in the dark. And project visibility was a project in and of itself.

Locked Up Data

Critical project information lived in a separate job management system: Epicor Eclipse. Getting any meaningful data out of it was taxing. It required extra effort, manual workarounds and too much time to analyze where projects were progressing or where close rates stood.

Limited Project Visibility

Because job management data wasn’t connected to sales opportunities, the pipeline couldn’t be trusted. Reporting was rough, and opportunity management lacked the visibility leadership needed to make the right calls.

Cracks In Collaboration

Inside and outside sales teams weren’t working from the same system. Information lived in side -conversations. Activity tracking wasn’t fully aligned. There was no one shared view, no source of truth, leaving collaboration to fall by the wayside.

The Solution

After weighing their options and catching a live demo, Schaedler Yesco made the easy choice and selected WPCRM to get their sales operations in sync.

ERP Integration At Last

The most impactful addition was being able to integrate ERP job management projects directly into WPCRM.

With WPCRM, the team could now:

• Track projects within active opportunities
• Run clearer, more actionable reports
• Add notes and context tied directly to revenue
• Monitor project progression in one centralized system

A Unified Sales Teams

WPCRM brought inside and outside sales on the same page. With one shared system, leadership can clearly see rep activity, and teams can add and share notes, updates and insights in real time.

The Reliable Partner

Beyond the platform itself, it was the partnership that made the real difference. Throughout the transition, Shaedler Yesco worked with experienced, accessible WPCRM team members who understood their business and stood at-the-ready to meet their needs.

Results

WPCRM helped Schaedler Yesco go from disconnected data and patchwork processes to a more connected, collaborative sales operation.

Today, pipeline is clear, reporting is crisp, project tracking is complete, and improved transparency has supported stronger project execution and better close rates.

By connecting ERP data and rallying teams around one system, Schaedler Yesco positioned themselves to sell more effectively, gain clarity and close with confidence.