From order placed
to invoiced 66% faster with Syncore

The Challenge: slow order processing & lack of visibility across the company limits ability to scale

On their legacy system (Lakeshore), Prosperity Promotions struggled with 
manual processes and limited visibility. Sales had difficulty seeing order margins and frequently reached out to service reps for status updates. “Salespeople used to have 25–30 questions for CSRs asking for tracking info and other updates on each order,” said John Byron, President. Service teams were overwhelmed by managing internal communication on orders along with manual data entry, slowing down order processing. Production and warehouse teams relied on color-coded paper slips for order information. Finance had little visibility into AR which delayed invoicing and collections. “Following up on AR was impossible… we just didn’t have the systems to tell us who hadn’t paid,” said Pamela Bickett, Co-Owner & CFO. Team communication was fragmented, and remote work wasn’t feasible – an unsustainable model post-COVID.

In addition to system limitations, Prosperity Promotions felt like they were limited in strategic support and felt on their own in their journey to scale and expand.

The Solution: aligning teams & setting the foundation to scale with Syncore, Core 360 Playbooks, & more

Adopting Syncore along with Core 360 Playbooks transformed Prosperity Promotions’ operations. Core 360 Playbooks provided proven, repeatable promo best practices they needed to give each team the structure and clarity required to drive maximum output. Their sales team completed Facilisgroup’s Amplifi training, driving a deeper understanding of Syncore’s winning best practices and accelerating adoption. “Going through the Amplifi program, there were lightbulbs here and there, clicking moments like, ‘OK, if I log these calls and emails, then I can follow up with clients later and remember what we talked about. It just made everything make sense,’” said Bickett.

In addition to new technology and business-changing process improvements, the team at Prosperity Promotions found tremendous value in the Facilisgroup community. Rather than a pool of competitors, they found a network of promo leaders they could trust and learn from through Facilisgroup-hosted events and beyond. “Facilisgroup people are so open – they want to help the other guy. It feels like a team,” said Byron.

The Result: bigger margins, faster processing, & better cash flow

Sales reps, equipped with better communication tools and accountability, were able to optimize their time, close and retain more business, and work remotely. Syncore also highlighted GPM on every order, increasing their margins by 2% in the first year. Having order information – notes, statuses, and communication – centralized in one system cut service rep inquiries and sped up order processing by 66% from first pitch to invoice paid. The finance team leveraged Syncore’s built-in tools to identify unpaid invoices and automate collections, allowing them to recover $250K in outstanding invoices in one year.

“We’ve had more time to work on the business instead of always being in the business,” said Bickett. With comprehensive technology, clear processes, and a supportive community, Prosperity Promotions is now positioned for scale and profitable growth.

What’s so important is they won’t have to do it alone. John said it best, “I feel like Facilisgroup is a team – I can reach out to anyone and they’ll help me.”