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Case Study
PF Markey

PF Markey Streamlines Sales, Reporting, and Customer Communication with Rubber Tree Systems

Michigan-based distributor PF Markey utilizes Rubber Tree Systems to manage and optimize their sales process, run advanced ERP reporting, and efficiently document and communicate cost savings to their customers.

2017Client Since

Epicor P21ERP Platform

About the Company

PF Markey, a top industrial distributor in cutting tools, work holding, abrasives, coolants, safety and MRO products, and provider of industrial vending services is based in Saginaw, Michigan. President Tom Hagarty and his team faced difficulties in optimizing reporting, streamlining their sales process, and documenting cost savings and value for their customers. In search of a solution, they found Rubber Tree Systems and its configurable software solutions tailored for industrial distribution. Since 2017 PF Markey has successfully utilized ValueDocs, WebQuery, and rubbertree.app to enhance operational efficiency and offer more value to their customers.

The Challenge

Before adopting Rubber Tree Systems’ solutions, PF Markey relied on Excel spreadsheets for reporting and tracking cost savings. This manual approach led to inconsistent and difficult reporting from their Prophet 21 ERP platform, limited visibility into customer interactions, and was just all-around time-consuming. Documenting customer cost savings had become increasingly important, as PF Markey worked to provide value to their customers and stay competitive in a big market.

The Solution

PF Markey sought a cost-saving, user-friendly ERP-compatible software. Rubber Tree Systems was chosen for its intuitive platform that was easy for the whole company to adopt, customizable configuration to suit their specific reporting needs, and strong customer support team that ensured smooth implementation and ongoing assistance.
Documented Cost Savings

Documented Cost Savings

PF Markey was able to showcase tens of millions of dollars in cost savings since adding Value Docs in 2017 and will continue focusing on maximizing the potential of ValueDocs to document even more savings.

Time Savings for Staff

Time Savings for Staff

The Rubber Tree Systems suite of solutions eliminates hour of manual reporting, allowing teams to focus more on analysis and decision-making.

Customer Retention

Customer Retention

By presenting documented savings and historical data during quarterly reviews, PF Markey has strengthened client relationships and ensured long-term customer loyalty.

How PF Markey Uses Rubber Tree Systems

ValueDocs

PF Markey began using ValueDocs in 2017 across various departments. Transitioning from spreadsheets to ValueDocs greatly improved their ability to capture and present accurate cost-saving data. These reports became crucial in PF Markey’s sales presentations and Customer Business Reviews, helping to maintain strong customer relationships through consistent and professional documentation. The Team also uses ValueDocs to run monthly cost savings summary reports to present to their suppliers.

WebQuery

WebQuery allows PF Markey to generate detailed reports quickly across departments like sales and inventory management. This tool eliminates their reliance on IT for report creation, enabling sales managers to track performance in real-time. According to Hagarty, WebQuery saves him significant time each month, as reports are now automated and customized to meet department-specific needs.

rubbertree.app

rubbertree.app CRM transformed PF Markey’s sales operations by offering instant access to essential customer information. With smartphones and tablets, sales teams quickly view order histories, provide price clarifications, and resolve customer issues during face-to-face interactions. This increases their team’s efficiency and helps sales reps build trust and solve customer concerns.

When facing a customer during a price-increase, PF Markey used ValueDocs to show over $40,000 in annual cost savings and added value to a key client. This insight was vital during price increase negotiations, where the customer recognized these savings, and could see their manufacturing costs were actually going down.

In Conclusion

Strategic Value of the Partnership

The partnership between PF Markey and Rubber Tree Systems demonstrates the clear value of using tailored, ERP-integrated tools. By addressing key challenges and improving efficiency across business functions, Rubber Tree Systems has helped PF Markey strengthen its position in the marketplace and achieve continued growth.

Looking Ahead

PF Markey plans to continue expanding the use of Rubber Tree Systems' products within their tooling division. As part of their strategy to transition all operations to shared tools and ERPs by 2025, Rubber Tree Systems is set to remain a key part of PF Markey’s technological strategy.

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