One Team US built a custom iPad sales application for Refloor, Troy, Michigan, cutting quote generation time by 40% and enabling 100% paperless operations across 200+ field representatives in 9 states.
| Metric | Result | Description |
|---|---|---|
| Quote generation time | 40% faster | Representatives generate full proposals during the customer appointment, not afterward. |
| Sales rep efficiency | 3x improvement | Automated workflows allow representatives to handle triple their previous appointment volume. |
| Post-visit admin calls | 60% reduction | Digital data capture during appointments eliminates most follow-up calls for missing information. |
| Sales documentation | 100% paperless | All paper forms, contracts, and manual documents were removed from the workflow. |
| Field sales team | 200+ reps | A standardized digital workflow deployed across all territories and experience levels. |
| Deployment reach | 9 states | Michigan, Ohio, South Carolina, Kentucky, Pennsylvania, Missouri, Tennessee, and North Carolina. |
| CRM data entry | Zero duplication | Manual re-entry was eliminated through direct ERP and CRM integration at the point of capture. |
Representatives collected information during appointments but completed quotes hours or days later, losing momentum at the moment of highest customer interest.
Handwritten calculations introduced mistakes that damaged customer trust and eroded margins.
Customer information entered in the field had to be re-keyed into CRM and ERP systems, creating inconsistency and data loss.
There was no reliable audit trail for proposals, contracts, or customer interactions.
Representatives could not initiate credit applications or collect payments during appointments.
Representatives and office staff spent significant time after visits chasing missing information.
Leadership had no real-time view of field sales activity or pipeline health across expanding markets.
