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July 30, 2015

#MergeMasters Series: Customer Q&A with Fidalgo Bay Company

When you’re passionate about the company you run, it can be frustrating to focus on the operational challenges of your business. Mounds of paperwork don’t just take time to process, but they have the opportunity to set you off-course and take away your focus. We chatted with David Evans of Fidalgo Bay Coffee to see how their Salesforce + WebMerge integration has helped their company grow.

Can you tell us a little bit about your business?

Fidalgo Bay Company is a wholesale coffee roaster selling to restaurants, hotels and espresso bars. The company was born in the kitchen of Sara Fineman and Terry Strieter. They, with Sara’s brother Bernie Fineman started talking about a family business. After much discovery work and research on different coffee roasters, Bernie thought Fidalgo Bay was the right choice.


What problems were you running into that led you to search for WebMerge?

Before WebMerge, we were using a custom built database solution and were looking for a solution to easily integrate with Salesforce.


How are the things different for you now that you use WebMerge? What's changed? What's better?

Things move much faster and we’re able to turn out our paperwork quickly. We save about 3-4 hours per month since we’ve implemented WebMerge.


What are your plans for growth? How do you see WebMerge playing a role in that?

Converting to Webmerge has enabled us to discontinue use of a custom-built off-line database solution. We didn't have integration with salesforce. Now our documents are accessible to our sales and service staff in the field. In addition, the time to process these documents had decrease to about 10% the time.


Can you summarize in one sentence what difference has WebMerge made for your business and for you, personally?

WebMerge has provided us with massive time savings and increased document accessibility.


2 min read

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