Case Study: HASBEAN achieves accurate sales forecasting and improved team performance with Capsule

Capsule helps Hasbean make fabulous flavored coffee

Hasbean, a Midlands-based specialty coffee roaster and wholesaler, was growing beyond the point where spreadsheets, emails and one person’s memory could reliably manage customer relationships. In July 2018, Hasbean chose Capsule as their CRM—integrating it with Zendesk and Xero—to centralize customer records, sales activity and service history so the team could scale without losing sight of customers.

Capsule centralized orders, payments and client data in one place, eliminated missed sales opportunities and gave the sales team clear pipeline visibility that improved morale and accountability. Hasbean now tracks leads, conversion rates and forecasts more accurately, can budget and buy coffee with greater confidence (giving producers certainty to experiment), and reports an estimated 10–15× return on investment since adopting Capsule.

Hasbean

Dale Harris

Director of Wholesale