Case Study: Bobcat of North Texas keeps deals moving during rep transition with Voze

Voze Helps Bobcat Dealership Keep Sales Moving During Rep Transition

Bobcat of North Texas, a heavy equipment dealership, needed a way to recover critical account information after a top sales rep departed without a transition plan. The team risked losing years of customer relationships, active deals, and visibility into multimillion-dollar projects, making it difficult to quickly understand account status and next steps.

Using Voze’s note-taking and search features, Bobcat of North Texas was able to find contact details, price quotes, product preferences, meeting notes, and customer history in seconds. Voze helped Max Kepple save 4–8 hours per account, keep deals moving forward, and protect key customer relationships during the rep transition.

Bobcat of North Texas

Max Kepple

Sales Manager