Indie Brands: Quoting faster with instant reports
Founded in 2012, Indie Brands was born out of a desire to redefine what it means to be a drinks distributor.
They scout the world with the aim of connecting original and distinctive drinks producers with like-minded individuals. From mystical Mexican mezcals, to first-rate Finnish vodkas, they never stop exploring.
The Challenge
Indie Brands have a brilliant understanding of Salesforce, A superb understanding of their industry and a growing customer base BUT there was a fly in the ointment (or a worm in the tequila). They were still collating channel and industry-specific sales data in complex spread sheets in order to get a clear picture of performance across their business on a brand by brand basis.
The Solution
- A thorough health check
- Further technical training and open discussion surrounding potential solutions
- Creation of custom module to better track deals offered to customers by sales people
- Creation of branded communication templates (including proposals) that automatically generate in PDF format when emailed directly to the client
The Results
- Increased productivity and visibility per Sales person
- Much tighter controls over proposals sent to customers
- Vastly improved reporting on industry-specific metrics associated with their channel sales
- Automatic reporting
- Visibility of historic sales data to allow sales people to spot trends and capitalise on opportunities
"This was our first project working with Art of Cloud, and will not be the last.
From beginning to end, I have found them very easy to work with, helped significantly by
their ability to understand the business case for the project, and then translating that into a
practicable solution in Salesforce.
They delivered more functionality than I expected when I first approached them.
