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Spartan launches two rep firms on Rep Order Management

4 hours ago

Doyle Freeman’s Spartan Systems and Spartan Critical Systems adopted Rep Order Management from day one to run quoting and order management across two Bermuda Run, N.C.-based rep firms. The move is designed to speed proposal creation, improve collaboration across dispersed teams, and replace the costly customization path Freeman tried with a general ERP system. Why it matters: - Spartan Systems and Spartan Critical Systems are using a platform built for manufacturers’ representatives instead of forcing a generic ERP system to fit rep-firm workflows. - The setup is meant to improve quoting speed, proposal quality, and visibility across sales teams spread across North America. - Faster, more professional proposals can shape customer perception in competitive commercial and data center equipment markets. What happened: - Rep Order Management became the core business management system for two Spartan firms founded by industry veteran Doyle Freeman. - Freeman launched both companies on ROM from day one. - Spartan Systems serves commercial and institutional construction markets in North Carolina, South Carolina, and Georgia. - Spartan Critical Systems supplies HVAC equipment for data center environments across North America. - Both firms are headquartered in Bermuda Run, N.C., and Freeman serves as president. The details: - The two firms sell chillers, air handlers, pumps, boilers, DOAS units, and other commercial and institutional HVAC equipment. - Freeman’s prior experience with a large ERP system involved spending hundreds of thousands of dollars trying to customize off-the-shelf software for a rep firm. - That ERP effort never fully delivered on its promise. - ROM offered a lower-cost, purpose-built alternative that was ready to deploy immediately. - During onboarding, the ROM team worked with Spartan to create branded proposal templates. - The proposals include Spartan’s logo, colors, terms and conditions, and product photography. - Spartan uses those documents as a competitive differentiator when presenting to customers. - Team members across North America can retrieve quotes created by another salesperson or location in a few clicks. - ROM’s win/loss tracking gives Spartan a way to monitor closure rates and refine sales strategy. Between the lines: - Freeman’s decision signals a preference for software built around the rep model, not adapted to it after the fact. - The emphasis on branded proposals suggests Spartan sees presentation quality as part of the sales process, not just a back-office task. - ROM’s support appears to be part of the product value, not just an implementation detail. What’s next: - Spartan is expected to keep using ROM to support proposal creation, quote access, and sales tracking as both firms grow. - The partnership may continue to center on customized reports and ongoing support. - Rep Order Management is positioning the platform for other manufacturers’ representatives across North America. The bottom line: - Spartan chose ROM to replace costly ERP workarounds with a system built for rep firms from the start.

Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.

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