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.