Success story: How a personal sales assistant can help you boost your sales

By Oscar Macia, cofounder & CEO, ForceManager.

A case study on the implementation of ForceManager’s mobile CRM in the daily work of Gulfeagle Supply’s sales team

As it happens in several industries, field sales reps in the construction and roofing sectors are constantly travelling and visiting customers and prospects throughout the country. This makes it very hard for sales managers to keep track of the work and progress, generating a lack of transparency that has a direct impact in the decision-making process and the results of the whole strategy at the end of the quarter.

This was one of the main challenges that Gulfeagle Supply, a full line distributor of residential and commercial roofing and building products, faced. Although effective when operating on a smaller scale, pen and paper soon became outdated as Gulfeagle Supply’s team looked for greater visibility throughout their field sales operations. Additionally, field sales reps could no longer use their traditional day timers and needed to find a more effective ways to organize their schedules.

With 80 branches and presence in 20 states in the U.S., the manufacturer was forced to review their whole sales management strategy to adapt to its rapid expansion and growth. After researching several CRM providers, Gulfeagle Supply chose ForceManager for its ease-of-use and high adoption rates, with 81% of ForceManager’s users’ login into the app on a daily basis. Sales reps at Gulfeagle Supply appreciated the simple, streamlined design and the easiness when entering data and navigating the system, as well as how useful it is to organize their schedule and set up reminders in their calendars.

Thanks to this, the sales team can now access all the vital sales information before, during and after the calls and visits by just pulling out their phones or iPads and quickly entering the information or doing any search in only seconds. They are able to review the details around an upcoming visit knowing that all the key data is at the end of their fingertips, neatly packaged from the application.

As a result of the implementation, Gulfeagle Supply has registered a very positive feedback and results, increasing the visibility of both the team and the sales managers on the sales process, which was the main challenge to overcome. This has allowed them to improve their flexibility when adapting the sales strategy as well as making decisions with more accurate, up-to-date information.

As it can be seen, digital transformation brings great advantages that could benefit the roofing industry making its processes more efficient and effective, and Gulfeagle Supply is a good example of this. By embracing these new technologies, sales teams have the opportunity of leading this digitalization within the sector to boost the performance of their companies. 

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