Case Study: Hoffman Nursery achieves improved service, team communication, and a virtually paperless office with CARET

Hoffman Nursery - Customer Case Study

Hoffman Nursery, a North Carolina wholesale grower of ornamental and native grass liners, was hampered by an inflexible, “clunky” CRM, a large paper trail, and difficulty getting new team members up to speed on account history. To solve this, they turned to CARET and implemented the Results CRM to centralize customer records and improve service workflows.

CARET’s Results CRM allowed Hoffman Nursery to go virtually paperless by scanning and storing every document under the correct account, consolidate signed orders, emails and delivery records, and diagnose process breakdowns more easily. The centralized history improved cross-department communication (Marketing can now pull customer testimonials), sped onboarding and troubleshooting, and delivered measurable business impact—Hoffman reports a virtually paperless office and markedly better customer service since implementing CARET’s Results.

Hoffman Nursery

Shannon Currey

Director of Sales & Marketing