Case Study: Caldwell & Gregory achieves cleaner, faster, more consistent proposals with Expedience Software

Caldwell & Gregory - Customer Case Study

Caldwell & Gregory, a Richmond-based provider of commercial laundry programs for colleges and universities, struggled each spring bid season with proposal production: only a few people could use the desktop publishing tool, sales couldn’t own or fully proof responses, and customer reference lists were inconsistent and time-consuming to manage. Expedience Software implemented a time-saving automated proposal solution based in Microsoft Word (including a content library, styles management, and Excel integration) to address these workflow and formatting challenges.

Expedience Software’s implementation—plus user and author training and responsive support—centralized content, added Excel-driven reference lists, and automated formatting so sales can build and customize proposals directly. The result: higher-quality, more consistent proposals with fewer errors, faster insertion of vetted references, and freed-up marketing time to tackle other projects (including a website refresh), while empowering the sales team to own RFP responses.

Caldwell & Gregory

Patrice Braxton

Project Coordinator – Marketing & Sales