B+M Industrial, was founded in 1946, in El Paso, Texas, with a focus on the sale and repair of pumps and motors. Today, B+M has more than 100 employees across multiple facilities in Texas, and is widely recognized across the southern United States as expert craftsmen and trusted industrial partners.
With a growing sales team frequently on the road, B+M Industrial adopted HubSpot to manage customer data and further improve on its industry-leading levels of customer service. However, ensuring consistent data entry remained a challenge, impacting follow-ups and pipeline visibility.
Before adopting Leadbeam, B+M Industrial faced significant challenges with manual CRM data entry. Their sales reps, frequently on the road and not particularly tech-savvy, struggled to log activities consistently—first in individual spreadsheets for each rep, and later in the CRM. As a result:
To address these challenges, B+M Industrial implemented Leadbeam’s mobile solution, seamlessly integrating it with HubSpot CRM. Key benefits included:
With Leadbeam’s image AI functionality, reps could quickly take pictures of business cards with handwritten notes, automatically creating contacts in Leadbeam while simultaneously generating notes and tasks.
This eliminated the risk of losing business cards before documenting interactions, leading to higher-quality follow-ups and improving customer service.
Leadbeam’s voice note capability allowed sales reps to add detailed notes immediately after meetings or calls, ensuring that all client interactions were captured accurately and efficiently.
This resulted in not only more contacts being added to the system but also significantly more detailed CRM records after each interaction.
For industrial and manufacturing sales reps, entering data into a CRM is often the least enjoyable part of the job. Recognizing this, B+M’s leadership positioned Leadbeam as a tool that would make this work easier and faster.
The CEO now introduces Leadbeam during interviews as part of their sales tech stack, and prospective hires frequently mention that they appreciate how B+M has automated in-person data entry.
B+M Industrial’s team leveraged Leadbeam’s support for onboarding and training. Every rep at B+M has direct access to Gabe, Leadbeam’s co-founder, and can reach out for assistance whenever needed.
Before Leadbeam, sales interaction data was being documented very inconsistently in the CRM. When reps did log information, it was often delayed, contained too many errors, and lacked detail.
After implementing Leadbeam, B+M Industrial achieved:
B+M Industrial’s adoption of Leadbeam not only transformed their CRM data capture but also improved efficiency across the sales team. By eliminating manual data entry bottlenecks, the company has created a streamlined, scalable, and tech-enabled sales process—improving leadership's visibility into field operations.
With more accurate sales data, reps can stay organized, managers can make informed decisions, and B+M Industrial is better positioned for long-term growth.
Many sales teams still struggle with keeping their CRM up to date while on the road, leading to lost deals and inaccurate reporting. Leadbeam solves this challenge by enabling reps to capture customer interactions effortlessly—whether through AI-powered image recognition, voice notes, or map integration.
To see how Leadbeam can optimize your team’s workflow, book a demo today and take the first step toward a smarter, more efficient outside sales process.
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