Case Study: Whole Harvest Foods achieves a streamlined, stage-driven sales process with Pipeliner CRM

Whole Harvest Foods Sales Management Needed a Full-Service CRM

Whole Harvest Foods is a national foodservice company producing the country’s first naturally processed, non-hydrogenated commercial cooking oils. Rapid growth and a complex, four-stage sales cycle (initial contact, appointment/test, proposal, rollout) outgrew an Excel-based system, leaving the national sales manager struggling to centralize information, enforce stage discipline, and manage a dispersed team.

They implemented Pipeliner CRM for its visual, easy-to-use and customizable interface, configuring and launching it in about 30 days with team training. Sales and accounting now use the system, eliminating spreadsheets; reps adopted it enthusiastically, management gains instant, color-coded visibility and detailed reporting, and the company improved process adherence, communication and overall sales oversight.

Whole Harvest Foods

Chris Collier

Vice President of Sales and Marketing