How a Florida-based wholesale distributor found a partner who could help them grow, keep customers happy, and simplify processes — with major impact on day-to-day operations.
"I can see exactly what my reps are doing at any time — how many calls they've made, who they've contacted, and how their sales are progressing. It's great to have that immediate feedback."
Finding the right software can make all the difference when it comes to running a smooth operation. For Wellgistics, a Florida-based wholesale distributor, it was all about finding a partner who could help them grow, keep their customers happy, and simplify their processes.
Workd stepped in to offer the tools they needed to stay organized and keep track of performance, ultimately having a major impact on their day-to-day operations.
But what exactly made Workd the perfect fit for Wellgistics? It wasn't just the software itself — it was the ease of integration, the flexibility for customization, and the top-notch support that ensured their sales team could hit the ground running and keep on growing.
One of the most immediate benefits was the ease of tracking team performance in real time. For Brett Bryant, the President of Wellgistics, having clear visibility into his sales reps' activities has been a game-changer.
"I can see exactly what my reps are doing at any time — how many calls they've made, who they've contacted, and how their sales are progressing."
This level of transparency allows Brett to set realistic and motivating goals for his team.
"We use Workd to set monthly goals and track them throughout the month. If a rep sells a certain amount one month, I can set a goal to increase their sales by 5% the next month. They can then watch their progress in real time right on their dashboard."
Switching to a new system can often be challenging, but Brett found that integrating Workd into their existing workflow was remarkably smooth.
"The integration process with our ERP and phone system was seamless. It didn't take long to get everything set up and running."
Workd's strong customer support played a huge role in the transition.
"I've had a lot of experience with other systems where getting support is like pulling teeth. But with Workd, it's completely different. If I have a question or need a feature customized, I usually get a response within the hour."
Another significant benefit has been the reduction in training time for new hires. Onboarding new employees can be time-consuming, especially when there are multiple systems to learn. But with Workd, Wellgistics has simplified this process by consolidating tasks into one intuitive platform.
"In the past, training new reps on our old systems could take up to two weeks. It was a lot to learn, and it slowed down the onboarding process. But now, with Workd, we've cut that time down to just 3-4 days."
— Brett Bryant, President
The software's user-friendly interface makes it easy for new employees to get comfortable quickly. The quicker new reps are ready to contribute, the faster the business sees results.
Brett and his team appreciate the flexibility that Workd offers, which allows each rep to tailor the software to fit their own working style.
"Every salesperson has their own approach. With Workd, they can organize their day and manage their tasks in a way that works best for them. When reps have the right tools and feel comfortable with how they're working, they're more motivated to engage with customers and close deals."
The impact goes beyond sales — it's made a big difference for customer service reps too.
"The reps love how easy it is to pull up specific customer information and see what's going on with each account. It's not just about responding to inquiries; it's about having all the information at your fingertips to provide real answers quickly. It helps our team feel prepared and confident."
With a solid CRM foundation in place, Wellgistics is now exploring Workd Voice AI agents for proactive customer outreach — automating routine calls so their team can focus on building relationships and closing deals.
Learn about Voice AI Agents"We've loved having Workd as a part of our business. It's helped us grow, stay organized, and keep our customers happy. It's a true partnership."
Like Wellgistics, you can find a software partner who helps you grow, stay organized, and keep your customers happy.