Case Study: Ray Morgan, a UBEO Company boosts visibility and revenue growth with White Cup Sherpa CRM

How Ray Morgan, A UBEO Company became an office technology mega dealer using Sherpa CRM

Ray Morgan, a UBEO Company, is a West Coast office technology provider that has grown rapidly through acquisitions. As the business expanded, the team struggled with tedious and often inaccurate pricing and lease data, inefficient forecasting and business planning, and limited tracking of activities with new and existing customers. White Cup helped them address these challenges with Sherpa CRM.

With White Cup’s Sherpa CRM, Ray Morgan centralized pricing and contract data, improved visibility through dashboards, and gave executives and reps real-time access to deal, pipeline, and activity information. The solution helped reduce guesswork, speed up customer responses, and support better forecasting and business planning as UBEO continued its acquisition-driven growth.

Ray Morgan, a UBEO Company

Clint Phillips

Executive Vice President