Case Study: Hartfiel Automation achieves improved sales visibility and time savings with White Cup BI and CRM

Hartfiel Automation Forges Sales Operations with CRM and BI

Hartfiel Automation, a Minnesota-based manufacturing automation firm, needed to bring order and structure to its distributed sales operations and get better visibility into a large customer base. To do this it turned to White Cup, implementing White Cup’s CRM alongside White Cup BI to manage contacts, opportunities and integrate with its ERP for a unified view of customer history and buying trends.

White Cup delivered an integrated CRM + BI solution used by about 140 employees to manage more than 50,000 contacts and roughly 8,000 active opportunities, with real-time snapshots, salesperson scorecards and custom reports (e.g., top accounts by revenue/decline, accounts not visited YTD). The White Cup platform improved visibility, focus and accountability, reduced administrative burden through features like talk-to-text and mobile access, and helped Hartfiel prioritize opportunities and drive more effective sales execution.

Hartfiel Automation

Vanessa Bray

Sales Administrator