AMERCAREROYAL CASE STUDY With a network of 1,000 distribution partners, AmerCareRoyal is a leading provider of branded disposable products for food service and retail clients across the country. Keeping track of quotes and sales opportunities is essential to their business. Through a series of mergers and acquisitions, AmerCareRoyal ended up with 3 different customer relationship management (CRM) systems, plus a variety of spreadsheets to generate sales quotes and manage sales opportunities. Without centralized systems and processes, customer communications were getting buried in email. Reps had no easy way to see when quotes were expiring and pricing changed. Because employees didn’t trust the data, they were constantly checking information from multiple systems to ensure accuracy

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