Case Study: First Supply achieves faster, more efficient quoting with WebPresented’s WPCRM

How First Supply Transformed Quoting Efficiency with WPCRM

First Supply, a leading wholesale distributor serving the upper Midwest, struggled with a slow, manual quoting process that handled everything from 2 to 450 line items. Their existing ERP and quote management workflow made it difficult to update line items efficiently and required a full day of employee time to produce submittable and O&M books. WebPresented helped address these challenges with its WPCRM quoting module.

With WebPresented’s WPCRM, First Supply added grid view enhancements, stock availability in quotes, custom lists, photo integration, and automated submittable/O&M book creation, while also using pipeline tools and analytics to manage opportunities. The results were significant: quoting became much faster, documentation creation dropped from hours to minutes, and quote win rates rose from 8% in 2018 to 34.5% in 2024, helping First Supply become a top performer in the organization.

First Supply

Shawn Lewis

Branch Manager