sales-i
63 Case Studies
A sales-i Case Study
Weiss Bros., a third-generation distributor of janitorial, industrial packaging, food service and safety products in the quad-state area, was struggling with non-integrated systems and a basic calendar that couldn’t manage call planning, notes or follow-ups—leading to lost data, forgotten prospects and missed opportunities. To solve this gap they chose sales-i, adopting its web-based integrated CRM and business intelligence platform (with native iOS app) to replace disparate tools and centralize customer and sales data.
sales-i implemented an integrated CRM + BI solution that gave Weiss Bros. instant access to customer purchasing behavior and account visibility, enabling faster, more efficient selling and proactive targeting of customers who had reduced spend. The result: fewer slipped opportunities, clearer management oversight, the ability to set monthly sales goals per rep and a more incentivized, performance-driven team—benefits Weiss Bros. attributes directly to sales-i.
Michael Weiss
Vice President