The $250K Lead That Almost Got Away
What changes when your whole team sees the same data.
See how a fast-growing HVAC distributor gave every rep real-time account intelligence and turned a canceled appointment into a six-figure win.
Growth exposes bad data fast. When Sanders Supply tripled its field team, the old way of tracking accounts through notepads, email, and month-old reports couldn’t keep up.
This customer story breaks down what changed: how reps started walking into meetings already knowing a customer’s rebate status and spend history, how managers started coaching in real time instead of after the fact, and how one canceled appointment turned into a $250K account nobody knew was down the street.
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