Case Study: Clayton Controls drives revenue growth with White Cup CRM for Epicor Prophet 21

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Preview of the Clayton Controls Case Study

Clayton Controls Drives Revenue Growth With CRM for Epicor Prophet 21

Clayton Controls, a long‑established distributor and manufacturer of automation systems, struggled because their CRM lacked integration with their Epicor Prophet 21 ERP, limiting visibility into quotes, orders, and customer history. Owner John Allard selected White Cup’s CRM for Epicor Prophet 21 to avoid custom integrations and to gain a distribution‑focused, native solution tailored to their business model.

White Cup delivered a native Epicor P21–integrated CRM (with BI/reporting) that gave Clayton Controls SKU‑level quote visibility, pipeline and forecasting clarity, and user‑defined fields to align manufacturing and sales. As a result, Clayton Controls significantly improved sales performance and forecasting accuracy, increased CRM adoption by tying KPIs to commissions, strengthened vendor relationships through detailed reporting, and maximized the value of their Epicor P21 investment.


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Clayton Controls

John Allard

Owner


White Cup

38 Case Studies