Distribution, beverage bottling equipment salesBottling Equipment Distributor
A beverage bottling equipment distributor launched Sales Cloud with Maps route planning, then tailored it for vendor and customer quoting across a large North American territory.
A North American distributor of bottling and packaging machinery sells rinsers, fillers, corkers, cappers, and complete turn-key bottling lines for the wine, spirits, beer, and beverage industries through field reps who visit customers across a large territory. It needed a CRM that showed where customers and deals were and matched how it quotes both vendors and customers.
The challenge
Reps planned visits by hand, and leadership could not see how deals moved by stage and temperature. Vendor quotes and customer quotes were stored inconsistently, notes and calls were scattered, and large deals with many parts had no parent structure.
The solution
SiiMPLY7 implemented Sales Cloud and Salesforce Maps with geocoded leads, accounts, and opportunities, optimized routes, and multi-day schedules, and migrated existing data. Later phases added an opportunity movement matrix report, vendor and customer account views, separate storage for vendor and customer quotes, a project object for parent-child deals, and a custom quote management page.
Implementation highlights
What we built.
- Salesforce Maps routes and multi-day visit schedules
- Opportunity matrix by stage and deal temperature
- Separate vendor and customer quote storage
- Project object as parent for related opportunities
- Custom quote management page
Results
Optimized routes and visit schedules
Stage and temperature tracked together
Vendor and customer quotes in one place
Engagement summary
The initial Sales Cloud and Maps build ran about ten to twelve weeks, followed by two enhancement phases over the next year as the team refined reporting and quoting.
What's next
A Field Service phase was also scoped to extend the platform to service work.
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