White Cup
38 Case Studies
A White Cup Case Study
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.
John Allard
Owner