From Skeptic to Wholesail’s “Biggest Fan”
How Dave from Troyer’s Uses Wholesail to Improve Client Relationships and Grow Sales
Dave Stutzman needed a better way to process payments.
Like many food distributors, Troyer’s of South Florida was bogged down by time-consuming data entry, systems that didn’t automatically reconcile, and an inability to pass along costly credit card fees. Their online credit card payment platform “sort of” connected to QuickBooks. But they were absorbing nearly $70,000 in fees every year.
As owner and founder of Troyer’s, Dave knew it was time to try something new. When he was approached by a company that promised payment automation, he said yes. And, he learned that all platforms are not created equal.
“We had constant connectivity issues,” Dave said. “It actually ended up being more time-consuming and frustrating than the manual processes we used before.”
They were ready to go back to the old way. Then, Wholesail called. Dave was hesitant. But Wholesail worked to earn his trust.
“Wholesail is one of the best business decisions I’ve made in the last 10 years.” — Dave
“The biggest challenge was trusting someone else, especially after being so turned off by the other company,” Dave said. “The trust-building that Wholesail took the time to do with us was the key to us making the change.
Now, Dave says Wholesail is “one of the best business decisions” he's made in the last 10 years.
Wholesail helps the family-owned and operated distributor meet its mission of providing gold-standard support to their independent, family-owned retailers. Troyer’s is not only saving time and money, they’re experiencing unexpected benefits – including reducing payment issues with their biggest customers.
“We’ve had to write off unpaid balances in the past — it’s just part of our industry. But Wholesail helps us reduce this risk, which for us is a big deal.” — Dave
Wholesail Makes Accounts Receivable “a Million Times Easier”
Dave’s daughter, Audrey, manages accounts receivable. They both appreciated how easy Wholesail made the onboarding process – and rave about how Wholesail helped them implement new processes to better support their customers and their internal team.
Easy, organized onboarding builds trust.
Wholesail’s onboarding team created a timeline and guided the process from start to finish. They sent emails on Troyer's behalf to their customers to walk them through the changes in payment processes and were available to answer questions. It reduced the burden on Dave’s team.
“The onboarding process was really the key thing for me. As we got closer to launch day, Wholesail’s organization and explanation of how it was going to work showed me that they really knew what they were doing.” — Dave
No customers lost, despite big changes.
Wholesail’s platform gave Troyer’s the ability to pass along credit card fees to its customers. Dave and Audrey weren’t sure how their customers would react. Wholesail communicated directly with Troyer’s customers, and Dave said it was “straightforward, but still kind and respectful.” He believes Wholesail’s professionalism was a key to the positive feedback they received after the change.
“We didn’t lose a single customer over it. No one was upset. In fact, some even asked us what took us so long.” — Dave
Better access to data “minus the fluff.”
Audrey loves how easy it is to check in and see customer payments come through. It syncs “almost immediately,” and Audrey finds Wholesail to be easy to use and navigate – even without training.
Wholesail’s Business Insights Dashboard is Audrey ’s favorite feature. She rates it a “10/10” because it allows her to immediately see where the company stands in key areas.
“It’s definitely the right information in a very concise manner. It shows me exactly what I need, minus the fluff.” — Audrey
Simplified sales operations and reduced payment risk.
Wholesail’s platform includes a New Customer Form, which sales teams can link to via text or email at the moment of agreement. It reduces the typical “back and forth” caused by incomplete forms and missed documentation. Plus, it captures payment terms immediately and includes built-in authorization to charge a card should the customer fail to make timely payments.
“Our sales team finds the form so much more professional than giving people paper forms to fill out. It’s so much easier.” — Audrey
Eliminating the wait for check approvals.
Before Wholesail, Troyer’s struggled with delayed payments from some of its largest customers. They often had to wait weeks for check approvals while continuing to deliver products and watching balances and past dues grow. Troyer’s was close to stopping deliveries when they directed customers to authorize payments through Wholesail’s portal. Since then, Troyer’s reliably receives payments via ACH.
“We no longer have payment issues because there’s no more waiting for check approvals and signatures. It’s been a total game changer.” — Dave
Autopay helps to grow sales.
A customer who previously struggled with large biweekly payments switched to daily autopay , paying $500 a day instead of $5,000 every two weeks. This system keeps his balance manageable, prevents him from pausing orders, and allows him to steadily buy products weekly . As a result, the customer purchases 135% more and payment issues have disappeared.
Despite initial skepticism, Troyer’ s now enjoys fully automated accounts receivable and reduced payment risk.
“I didn’t think many customers would use autopay. But quite a few do. This customer says ‘small bites daily beat one big bite.’ Now we’re not fighting over his bills, and he’s ordering more than ever.” — Dave.