ProspectSoft
37 Case Studies
A ProspectSoft Case Study
Trimbio, a specialist supplier to medical and sports injury markets, faced significant operational challenges due to a lack of integration between its software systems. They were using a disconnected combination of tools, including a CRM that did not integrate with their inventory management platform, Unleashed. This led to manual data entry, messy email trails for tracking repairs, and an inability to identify sales opportunities, causing inefficiencies across sales, service, and operations.
By implementing the ProspectSoft CRM for its seamless integration with Unleashed, Trimbio streamlined its entire workflow. The solution automated processes like converting quotes to sales orders and provided tools for tracking customer activity and managing service repairs. As a result, Trimbio achieved a 16.6% growth in sales and an 18.8% increase in gross margins. The company also saved a full day of admin work per week, allowing one manager to reduce their workweek to four days.