Case Study: DWD International achieves greater visibility and streamlined sales & service with Sage CRM

DWD International gain greater visibility with Sage CRM

DWD International, a Texas-based manufacturer of heavy-duty HVAC systems for the oil and gas industry, was struggling to manage a fast-growing, globally distributed sales and service business using Excel spreadsheets. With equipment and projects spread across remote and hard-to-reach sites, the company needed structured workflows and better visibility into customer interactions, assets and opportunities.

DWD implemented Sage CRM Cloud with the Sage CRM Builder to add workflow-driven sales processes, link service jobs to equipment and give field engineers remote access to asset and project data. The result was clearer pipeline visibility, faster, more consistent after-sales service, and a stronger foundation for growth — delivering measurable operational improvements and a strong return on investment.

DWD International

Gerald Scott

President