On-the-Go Selling: How AIDP Streamlined Its Customer Workflows with White Cup CRM + BI

AIDP needed a system that would travel with its reps, not slow them down.

White Cup CRM + BI gave AIDP a modern, intuitive platform that connects sales, service, and leadership around a shared view of customer activity — whether in the office or on the road.

Mobility That Changes the Game

Before White Cup, reps relied on spreadsheets and emails to plan customer visits. Now, everything they need fits in the palm of their hand.

“One of the biggest wins has been mobility. The team loves being able to open the app, see nearby accounts on the map, and plan their day around it. It’s a completely different level of visibility than we’ve ever had.”

Powered by White Cup’s Near-Me Mapping feature, reps can instantly see accounts, open opportunities, and nearby prospects in real time — turning travel time into selling time. From the mobile app, they can access customer history, log visits, and follow up instantly, creating a faster, more connected sales process.

From Samples to Strategy

Sample requests are central to AIDP’s sales cycle, but managing them used to be slow and disjointed.

“Before, if we requested a sample, we’d just get a tracking number days later with no visibility into where it was in the process. Now we can see where every sample stands, assign tasks, and keep projects moving. It’s a lot more efficient.”

With White Cup CRM, AIDP built a custom pipeline configured for its unique business needs. Each stage represents a key step in the sample-to-sale journey — from request to shipment to customer feedback — giving everyone clear ownership and real-time insight.

“We’ve customized our pipeline to manage sample requests and projects. The sales team can see exactly where each opportunity stands, what needs follow-up, and what’s next. That visibility just wasn’t possible before.”

AI That Saves Time and Simplifies Follow-Up

For field reps, documenting meetings can be a major time drain. That’s where AI Field Notes is making a difference.

“AI Field Notes is saving us huge amounts of time. Instead of sitting down after every meeting to type out notes and to-dos, the follow-ups are already there. It’s like the ‘set it and forget it’ version of note-taking.”

The tool captures conversations, summarizes key points, and generates follow-up tasks automatically.

“Our team is really excited about the AI feature. It’s already picking out key follow-ups and action items from meetings, and once it learns our industry language even better, it’ll be an even bigger timesaver.”

Turning Insight Into Action with CRM + BI

By combining CRM and BI, AIDP has united its sales, service, and management teams around shared data and real-time insight.

“White Cup BI gives our reps instant access to tracking and order data. If they’re visiting a customer, they don’t have to call customer service or wait until they’re back at their desks — they can answer on the spot.”

That visibility has also lightened the load for customer service.

“It’s made a big difference for customer service too. Instead of chasing down tracking updates, they can go straight into the system and find what they need. It’s teaching people to fish instead of giving them the fish.”

AIDP has extended access to its business managers as well, allowing them to monitor project progress and supplier communication independently.

“We’ve rolled out access to our business managers too. Now they can see project progress, run reports, and communicate with suppliers and stakeholders without having to ask the reps for updates.”

Visibility That Scales

Leadership now relies on White Cup dashboards for real-time clarity across the business.

“The dashboards have changed how we talk about the business. Leadership can log in and see the state of the business in one snapshot. Instead of asking ‘what’s going on,’ they can literally see what’s going on.”

Those dashboards are turning quarterly reviews into productive, data-driven discussions.

“During our quarterly reviews, we’re using dashboards to turn conversations into data-driven discussions. It’s tangible, it’s visual, and it saves a ton of back-and-forth.”

The combination of CRM and BI has also created new opportunities.

“The combination of CRM and BI has helped us spot gaps in customer activity. We can see when someone hasn’t reordered and reach out before the opportunity goes cold.”

“One rep used that visibility to reach out to a customer who hadn’t reordered an ingredient in months. That conversation led to an introduction to a new customer using the same ingredient — and a new project opportunity.”

“White Cup makes us proactive instead of reactive. We’re catching things earlier, closing gaps, and having smarter customer conversations.”

Ready to modernize how your team sells in the field?
See how White Cup CRM + BI helps distributors like AIDP centralize data, simplify workflows, and stay connected — wherever business happens.