Case Study: ESPEC North America achieves integrated CRM/ERP/estimating and streamlined quoting with QuoteWerks

Espec North America Manages Sales Growth using GoldMine and Made2Manage

Espec North America, the U.S. arm of the world’s largest environmental test chamber manufacturer, needed to grow revenue under its corporate “Plan 130” while supporting products with fewer non-manufacturing staff. To meet aggressive sales and service goals they had to stop working from disconnected systems, make quoting repeatable and visible, keep remote reps in sync, and link CRM, ERP and estimating so customer relationships — not just products — drove repeat sales and service revenue.

Tempest implemented and integrated GoldMine (CRM), QuoteWerks (estimating) and an M2M Link to Made2Manage ERP, customized workflows, automated territory assignment, provided training and remote synchronization. The result was a centralized customer repository, synchronized order and sales data, consistent quote/forecasting processes, faster, more organized customer responses, and better lead capture from support — improving productivity and sales visibility while supporting growth with a leaner staff.

ESPEC North America

Tom Patterson

Sales Manager