New: forecast categories and quota tracking on Scale. See what shipped

Dental supply distribution · Raleigh, NC

Copperline replaced three spreadsheets and a whiteboard with one pipeline.

9

territory reps on Growth

+27%

reorders logged per rep per month

2 days

from sign-up to the whole team using it

“Our reps were never going to type notes into a CRM. With Outlook sync and the Assistant writing call notes, they do not have to.”
Andre Fulton, General Manager, Copperline Dental Supply

Copperline sells consumables and small equipment to about 1,100 dental practices in the Carolinas. Reorders are the business, and they used to be tracked in a spreadsheet per rep.

Each practice is now a company in Pellwood with a reorder deal that recurs every six weeks. Reps see the list in the mobile app before each visit.

PlanGrowth
Seats9
Moved fromSpreadsheets and Outlook

More customer stories