Case Study Template
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Background
Greg Gonzales grew up in a family of cannabis growers and developed an appreciation for cannabis cultivation from an early age. It seemed like destiny then in 2007, when Gonzales himself left his career as a software engineer to grow his own cannabis in Santa Barbara county. After spending a few years perfecting techniques for cultivating cannabis in greenhouses, Gonzales quickly established a reputation for growing high-quality cannabis.
When Oklahoma legalized medical cannabis in 2019, a childhood friend invited Gonzales to temporarily relocate to Oklahoma and help establish a few cannabis greenhouses. Realizing that the climate was similar to that of central California, Gonzales decided to stay and start Kind Okie. Kind Okie produces cannabis flower, budder, honeycomb, resins, hash, extracts, and edibles — among many other products — and serves dispensaries across Oklahoma. Kind Okie is known for both its expansive product menu and high quality.
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The challenge
Within a year, the company grew to employ 50 people, including sales representatives, spread across the state. Kind Okie initially used LeafLink to manage its inventory, fulfill retail orders, and prospect for new customers. But Kind Okie’s sales team and, in particular, its sales manager found LeafLink difficult to use and avoided using the platform, resulting in significant manual work for Gonzales.
Moreover, customers shopping for orders on LeafLink would sometimes purchase products that were sold out but showed up as in-stock. When Kind Okie called customers to modify their orders, customers often canceled their orders altogether.
All of this made fulfilling daily orders grueling. Every morning, Gonzales would wake up early and spend hours consolidating and modifying orders from Leaflink, text message, email, and voicemail into a spreadsheet for the sales manager to prepare for shipping. The sales manager would then spend up to three hours preparing orders and the shipping manifest required for transportation in Oklahoma before starting his deliveries.
Looking to manage his inventory and orders better, Gonzales asked for a demo of WM Exchange.
Impressed by the demo, Kind Okie made WM Exchange its primary inventory management system.
The result
Almost overnight, Kind Okie shifted the way it managed its business. Sales reps, including the sales manager, discovered how easy it was to use WM Exchange and immediately started using it to fill orders and conduct transactions in the field. Employees especially loved how simple it was to look up customer information and reprint invoices.
“WM Exchange is intuitive. There’s a product card with the name of our customer, how much they bought, what they bought, and what was shipped all on one card. You can even reprint an invoice from there, and it’s easy for our salespeople to complete orders with customers in the field,” Gonzales explained, reflecting on how quickly his employees started using WM Exchange.
With inventory managed centrally, Gonzales no longer rises with the sun to consolidate orders into spreadsheets, and his sales manager spends only an hour filling the day’s orders. WM Exchange cut the average amount of time spent filling an order by over 50%. The team even managed to avoid hiring additional labor to fill orders, despite shipping more product than ever.
Kind Okie also noticed other benefits. With accurate inventory listings, Kind Okie reduced order losses by 25%. And as Kind Okie’s popularity grew, consumers used Weedmaps listings to find nearby stores that carried brand verified products and pushed other stores to start carrying Kind Okie items.
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Your business listing for active cannabis consumers
More visibility for your cannabis business
Manage your online presence from one place