Case Study: Jeni’s Ice Cream achieves streamlined wholesale sales and faster deal cycles with Copper

How Jeni’s Ice Cream Uses a CRM for Sales, Marketing & More

Jeni’s Ice Cream, a national brand selling in scoop shops, through distributors and online, needed a better way to manage wholesale relationships. Jillian Woltz, who runs wholesale operations, found their previous CRM was underused, hard to search and not customizable enough to track the details that matter—SKUs by location, varied pricing, customer types and multi-party relationships with distributors and large retailers.

They switched to Copper, configuring custom fields, drag-and-drop pipelines and automated reminders to centralize contact data (which now even feeds the “Where to Buy” page). The new system sped onboarding—small shops can be set up within a week—gave clear visibility into deal stages, reduced missed tasks, expanded use beyond sales into field marketing, and positioned the team to scale efficiently with dashboards and ongoing process improvements.

Jeni’s

Jillian Woltz

Sales Coordinator