Case Study: PSI Fluid Power achieves 30% more outside sales visits and higher sales productivity with Maximizer CRM

PSI Fluid Power Pumps Up Sales Activity with Maximizer Mobile CRM

PSI Fluid Power, a 35-year supplier of hydraulic components and services to manufacturing, forestry, mining, drilling, transportation and agriculture, relies on a mobile sales force of outside and inside reps to manage more than 2,000 customers. The team struggled to stay organized and recall account details between four to six daily calls per rep across long customer lists, and needed up-to-date customer information and a centralized way to capture call and meeting notes from anywhere.

PSI implemented Maximizer CRM and Maximizer Mobile CRM company-wide (with BlackBerry access), creating a central, real-time customer knowledge base. The result: a 30% increase in outside sales visits, more sales touch points, improved forecasting and collaboration, faster issue resolution through shared notes, and stronger, measurable marketing campaign performance — with plans to integrate CRM with their accounting system next.

PSI Fluid Power

Parker Lancaster

President