Case Study: AIDP streamlines field sales and customer workflows with White Cup CRM + BI

How AIDP Streamlined Its Customer Workflows with White Cup CRM + BI

AIDP, Inc., a nutritional ingredients distributor, needed a better way to support its field sales team. Before the change, reps were relying on spreadsheets, emails, and fragmented sample tracking, with limited mobile access making it hard to manage customer visits and follow-ups efficiently. AIDP was also using Epicor P21 and wanted a true CRM built for sales enablement rather than operations.

White Cup implemented CRM + BI, replacing TDF and giving AIDP a mobile, intuitive platform with Near-Me mapping, custom sample-to-sale workflows, AI Field Notes, and real-time dashboards. With White Cup, reps can plan routes, log visits, and track sample progress on the go, while leadership and customer service gain unified visibility across teams. The result was streamlined field workflows, faster follow-ups, and a more proactive, connected sales process.

AIDP

Taylor W.

AIDP