Close CRM
29 Case Studies
A Close CRM Case Study
Monroe Systems for Business, the century-old maker of commercial adding machines trusted by Fortune 500s, government agencies and accounting professionals, faced a modern sales problem: a fragmented, Excel-based process with no activity tracking, poor pipeline visibility and slow follow-up that hid the true length of the sales cycle and wasted rep time.
By moving to Close CRM and rolling out a tailored training manual, Monroe got every rep fully up to speed within a week. The team contacted ~27,000 people in the first month, one rep’s sales rose 50% (others 10–20%), prospecting time fell from 3h13m to under 2h, and Jason estimates about $5,000/month saved per rep; plus clearer pipeline visibility, more personalized outreach and uniformly high customer satisfaction scores.
Jason Marsdale
Senior Sales and Marketing Manager