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Voze Helps Bobcat Dealership Keep Sales Moving During Rep Transition

Voze Customer Story Bobcat of North Texas-1

Industry

Heavy Equipment

Challenge

Max Kepple faced losing years of valuable customer relationships and active deals when his top sales rep departed without sharing any information. Without a transition plan, Max needed to quickly understand the status of multiple customer accounts and maintain momentum on multimillion-dollar projects.

Results

Using Voze's search features, Max found all essential customer details in seconds instead of spending 4-8 hours per account rebuilding relationships from scratch. By having easy access to past interactions, quotes and preferences, Max kept deals moving forward and protected important customer relationships during the transition.

bobcatofnorthtexas.com

Guarding customer details when you depart happens all the time unfortunately. But Voze returns power to managers.

Max Kepple

Senior Territory Manager @ Bobcat of North Texas

When Max Kepple's top sales rep left without a transition plan, the Senior Territory Manager at Bobcat of North Texas needed quick access to years of customer information. Thanks to Voze's straightforward note-taking and search features, Max could immediately find what he needed.

"Getting up to speed after no data hand-off was a nightmare avoided thanks to Voze search," Max explained. "Guarding customer details when you depart happens all the time unfortunately. But Voze returns power to managers."

Within seconds, Max found:

  • Contact information
  • Past price quotes
  • Product preferences
  • Meeting notes
  • Customer history

This quick access saved 4-8 hours per account and kept deals moving forward. Most importantly, it helped Max protect relationships with customers who had multimillion-dollar projects in the pipeline.

By making it simple for reps to record notes their way - through voice, photos, or text - Voze helps teams:

  • Keep customer information in one searchable place
  • Hand off accounts smoothly between reps
  • Stay on top of follow-ups and bids
  • Track customer visits and interactions

The result? Sales teams can focus on selling while managers get the visibility they need to drive growth.

Want to see how Voze can help your sales team stay organized and focused on selling?

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