Case Study: Michigan Temperature Supply achieves detailed account records and improved sales forecasting with sales-i

Sales-i helps MTS keep detailed account records and improve sales forecasting abilities

Michigan Temperature supply, a long-established HVAC parts distributor, faced fragmented account records and difficulty creating useful sales reports and forecasts as its sales team grew. To solve these challenges the company partnered with sales-i in 2016, adopting sales-i’s sales performance and reporting capabilities to capture lasting customer history and simplify reporting.

sales-i provided fast access to account histories and features like Enquiries and MyCalls, enabling item-level forecasting (e.g., predicting air conditioner demand for May–July from prior-year data) and easy report generation to build customer-specific inventory lists. The result was better record retention across sales staff, improved purchasing and forecasting decisions, and increased loyalty—one large contractor now buys exclusively—while managers can view performance by salesman or branch within seconds and react to trends quickly.

Michigan Temperature supply

Larry Harreld

Sales Manager