Case Study: Bobcat of North Texas keeps deals moving after a rep departure with Voze

Bobcat of North Texas saves 4-8 hours per account with Voze

Bobcat of North Texas, a heavy equipment dealership, faced a critical challenge when a top sales representative departed without providing any handoff, taking years of customer relationships and details of active, multimillion-dollar deals with them. Senior Territory Manager Max Kepple inherited these accounts and needed a way to quickly recover the lost knowledge to prevent deals from stalling. The vendor Voze provided a solution through its Voze Pro product, which served as a searchable account knowledge base.

Voze's solution allowed the manager to instantly search and surface years of captured account context, including contact information, past quotes, product preferences, and meeting notes. This saved an estimated 4-8 hours of manual rebuilding per account and kept multimillion-dollar projects moving forward through the transition. By using Voze, Bobcat of North Texas restored power to management, ensured customer data remained with the company, and turned a potential months-long pipeline disaster into a resolved issue within an afternoon.

Bobcat of North Texas