COMPANY

One of New Zealand's premium wine brands with a particular reputation for outstanding Bordeaux varietal reds and Syrah from the Gimblett Gravels, Hawkes Bay.

COUNTRY

New Zealand

INDUSTRY

Food & Beverages

Know this Customer
PRODUCTS OR SERVICES

Sales Cloud

The client is one of New Zealand's premium wine brands with a particular reputation for outstanding Bordeaux varietal reds and Syrah from the Gimblett Gravels, Hawkes Bay.

Challenge

  • Critical details including accounts, contacts and stores to which the company supplies were recorded in the agents’ local data base. Critical information was lost when an employee left the organization.
  • Needed a centralized system to maintain accounts and contacts.
  • Sales information details about the customers were unavailable.
  • Sales visibility by region was unavailable.

Solution

  • Critical details of the customer were stored in a centralized repository, ensuring no loss of confidential data.
  • Integration of Outlook and Sales Cloud Mobile with Sales Cloud to make sure time spent on system is lowered.
  • Custom built pipeline and forecast analysis that provides predictions of future revenue for specific time periods.

Benefits

  • Facility to maintain customer information and visibility to the data based on the hierarchy and geography.
  • Centralized data repository to access the customer information.
  • 360 degree view of customers (accounts, contacts and opportunities) and sales history.
  • Outlook integration & mobile application reduces time spent by sales reps in updating the system.
  • Campaign Management –promotion of products using email facility and tracking mechanism gives information on interest the customer has on products by region.
  • Sales records and pipeline visibility using reports.

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