Case Study: Ingersoll Machine Tools achieves clearer sales visibility and streamlined CRM processes with GleanQuote

Ingersoll Machine Tools Gains Visibility into Sales Performance with GleanView CRM and Analytical Reporting

Ingersoll Machine Tools, a $75M manufacturer of large-scale machine tools and aerospace equipment founded in 1891, struggled with fragmented prospect tracking and a lack of reporting and analytics that made it difficult to review pipeline performance and enforce follow‑ups. To standardize sales activity across users with disparate workflows, Ingersoll turned to GleanQuote and its CRM for Sales and Marketing to provide a single, account‑based system for tracking leads, opportunities, and sales performance.

GleanQuote imported Ingersoll’s contacts, implemented a customized dashboard tuned to their buying cycle, and enabled SLA‑based alerts for quote follow‑ups, plus granular drill‑downs for leadership review. Supported by a dedicated Customer Success Manager and tailored training, the solution removed repetitive manual work, unified pipeline reporting, and gave leadership real‑time visibility into team performance—helping Ingersoll generate, track, and manage leads more effectively and ensure timely follow‑ups at no extra cost.

Ingersoll Machine Tools

Kolee Hodgson

Sales & Marketing Coordinator