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A Act! Case Study
Sherman Brothers Trucking is a nearly 50-year-old carrier operating 200 flatbeds out of Oregon and Arkansas, serving customers across the U.S. and into western Canada. Because the business is relationship-driven and often seals deals informally, the company needed a reliable way to capture long lead-time quotes and ongoing conversations so sales and management wouldn’t lose visibility into who was quoted and when.
Sherman Brothers relies on Act! as a central CRM—used by 17 team members—to store 2,000+ customer records, notes and follow-up alerts, organize call lists, and monitor contact levels. After a two-day upgrade from Act 6.0 to Act 20.1 Cloud, the company gained clearer sales visibility, faster access to past quotes and better follow-up discipline, helping the team maintain relationships and win business.
Corey Moran
Sales Manager