Simplifying Sales for SPI: How WPCRM Delivered Efficiency and Results

When SPI began their search for a CRM, they focused on solving four core challenges: improving communication, centralizing customer data, enhancing reporting, and streamlining quoting. These pain points were barriers to efficiency and growth for their sales team.

Communication Roadblocks
SPI lacked a reliable way to share customer insights and updates across their team. Sales reps relied on manual methods like pen and paper, making it difficult to collaborate effectively or have meaningful, informed conversations with customers.

Dispersed Customer Data
Without a centralized system, customer notes, interactions, and account details were scattered and inaccessible. This made tracking customer history and identifying opportunities to upsell or introduce new products a significant challenge.

Limited Reporting Capabilities
Their ERP’s manual, cumbersome reporting process left SPI struggling to generate actionable insights. The lack of real-time data hindered decision-making and limited visibility into customer health and sales trends.

Quoting Inefficiencies
Creating and managing quotes was a time-consuming, disorganized process. Without a central quoting tool, tracking quotes and following up was nearly impossible, leading to missed opportunities and inefficiencies in their sales pipeline.

By addressing these challenges, SPI aimed to transform their sales operations.

SPI embarked on an extensive search for the right CRM to transform their business. With 900 lines of requirements in their RFP and 19 CRM solutions evaluated, WPCRM stood out as the clear choice—meeting every need and aligning seamlessly with SPI’s goals.

Data at Their Fingertips
WPCRM’s intuitive interface and ERP integration allowed SPI to see all customer data in one place. Sales reps customize Mission Central, WPCRM’s easily configurable sales dashboard, to showcase accounts, contacts, prospects, and opportunities relevant for that specific user. This flexibility allowed them to handle complex territory management, setting up each sales rep for success. 

Thrilled by the staff adoption, Brittany noted, “We saw a 106% increase in total interactions by sales reps in Mission Central clicks, creating opportunities, and researching analytics.” Explaining the impact on their day-to-day, one sales rep said, “If you took that away, I wouldn’t know what to do.” 

With WPCRM, SPI can now manage prospects, replacing hand-written notepads sales reps used in the past. Today, they can track and nurture prospects effectively, 

Quoting Unlocked
WPCRM’s quoting module has also been instrumental for SPI. They can now build, create, and send quotes in seconds. With their ERP system fully-integrated into WPCRM, they can access pricing and availability in real-time—even on mobile devices in the field. The efficiency gains in quoting have allowed them to quickly convert more quotes into orders. 

AI-Driven Insights on the Go
With several outside sales reps, SPI leverages WPCRM’s mobile app to ensure they have access to all the information they need on their mobile devices. With Plaimaker, they have an app that solves a major challenge for sales reps—prioritizing actions. Plaimaker is backed by AI, and recommends upsell and cross-sell opportunities for reps. Explaining its impact, Brittany said, “When I show them Plaimaker, their mouths kind of drop.” SPI also leverages the Suggested Products feature to help sales reps make AI-backed recommendations to their customers.