Brewing Better CRM: Inside Our First Bimonthly Brew User Roundtable

When it comes to CRM success, the software is only half the story. The other half? The people who use it.

That belief is exactly what sparked the creation of Bimonthly Brew with White Cup – a new, user-led roundtable series that brings together White Cup CRM admins and power users across our customer base to share real-life strategies, challenges, and lessons learned.

We hosted our very first session in May – and it quickly became clear: there’s nothing more powerful than a community of distributors helping each other succeed with CRM.

Why We Created Bimonthly Brew

White Cup CRM is built for distributors, but how each team uses it depends on their workflows, processes, and sales culture. We consistently hear from admins who are eager to connect with peers facing the same challenges: onboarding reps, driving adoption, and building reports that actually move the needle.

So we gave them the space.

Bimonthly Brew is our new virtual roundtable series for White Cup CRM users. No slide decks. No sales pitches. Just thoughtful conversation among experienced users. Each session focuses on a specific topic, chosen by the community, and is hosted by our team – but led by our customers.

Session One: New User Training & Onboarding

Our kickoff session tackled a critical issue: how to effectively onboard new users into White Cup CRM.

Participants shared everything from onboarding playbooks and expectation-setting documents to creative ways they communicate CRM’s value to sales teams. Some key takeaways:

• CRM adoption starts with expectation setting. Teams who clearly defined what “good CRM usage” looked like – and why it mattered – are seeing stronger long-term adoption.
• Admins are building smart, lightweight resources to support onboarding. Multiple attendees shared templates and internal tools they’ve created – including one-pagers on “why we use CRM” and weekly login trackers – to help drive clarity and consistency across their teams.
• Training is not one-size-fits-all. Attendees emphasized the need to personalize training based on team roles and technical comfort – and to treat onboarding as an ongoing process, not a one-time event. 

What Happened Next

At the end of the session, we opened the floor for topic ideas – and the chat lit up. Upcoming sessions will cover:

• Building and using White Cup CRM workflows
• Tracking sales KPIs and activity inside White Cup
• Driving CRM adoption through incentives and accountability

We also heard a strong request for an always-on community space – a place where CRM admins can connect between live sessions. That’s something we’re exploring now.

Why This Matters

Distributors don’t always have a full-time CRM admin. Most of the time, these roles are owned by someone who’s wearing several other hats. That’s why peer support and shared resources are so important.

When users connect, everyone gets better – faster.

We’re proud to support a growing CRM user community that’s not just using White Cup, but shaping how it drives results across sales teams, territories, and product lines.

Learn More

If you’re exploring CRM solutions built specifically for distribution, we’d love to show you how White Cup CRM works – and introduce you to some of the teams already using it to unify their sales data, increase rep productivity, and close more business.