Case Study: Portco Packaging achieves 360° customer visibility and streamlined sales processes with Gold-Vision CRM

Portco Packaging - Customer Case Study

Portco Packaging, a third‑generation food packaging company in Washington, needed a 360° view of customers after COVID forced sales, account management and support teams to work remotely. Managing customer data across spreadsheets and ERP exports created poor visibility into orders, communications and sales reporting, so Portco Packaging selected Gold-Vision CRM as the CRM solution to centralize data and restore real‑time insight.

Gold-Vision CRM delivered a configured live CRM, hands‑on training and go‑live support tailored to Portco’s workflows, providing centralized account records, opportunity management, customizable dashboards and email tracking. Early results include up‑to‑date pipelines with stage timestamps, consolidated activity and reporting as a single source of truth, improved internal/external collaboration and time savings that let the team spend more time selling.

Portco Packaging

Linda Malmstadt

VP of Sales & Marketing