Case Study: Triad Technologies, LLC achieves real-time sales visibility and mobile access with White Cup's Tour de Force

Triad Sees Data Clearly after Tour de Force Implementation

Triad Technologies, LLC, a Vandalia, Ohio industrial fluid power distributor with about 70 users, struggled to access sales data stored in their Prophet 21 ERP—sales reps lacked mobile access, relied on shared spreadsheets, and management received stale reports that made win/loss tracking and pipeline visibility difficult. White Cup was engaged to solve these visibility and accessibility challenges by implementing an integrated CRM solution tied into Prophet 21.

White Cup delivered mobile-accessible dashboards and real-time synchronization of sales and opportunity data, enabling sales reps and managers to view and extract information without requesting custom reports. As a result, Triad’s team eliminated reliance on spreadsheets, gained up-to-date pipeline and win/loss visibility (helping managers know exactly how much is needed to meet goals), improved responsiveness to orders and opportunities, and freed internal resources previously spent generating reports.

Triad Technologies, LLC

Stefany Forkap

Marketing Specialist