Food and beverage, organic consumer beveragesOrganic Beverage Brand
An organic beverage brand launched Sales Cloud with account hierarchies, ambassador onboarding, and built-in inventory tracking.
An organic beverage company sells through retail accounts and runs a brand ambassador program. It operates more than one business entity and needed sales, accounts, and product availability tracked in one place.
The challenge
Retail accounts had parent and child relationships that were hard to see, ambassador recruits were onboarded by hand, and inventory counts lived outside the CRM. Reps could not easily see what stock was available, booked, or sold when working a deal.
The solution
SiiMPLY7 implemented Sales Cloud with account hierarchies, a lead process that includes ambassador onboarding, and opportunity management with products, price books, and discounts. A custom inventory module handles stock adjustments, depletes inventory when orders are fulfilled, and calculates quantities sold, booked, available, and on hand, with reports for each business entity.
Implementation highlights
What we built.
- Account hierarchies for retail relationships
- Ambassador onboarding built into the lead process
- Products, price books, and discount setup
- Inventory adjustments and automatic depletion on fulfillment
- Reports and dashboards for each business entity
Results
Available and booked inventory shown in Salesforce
Ambassadors tracked from first contact
Parent and child account relationships visible
Engagement summary
The implementation ran about seven to nine weeks. The client's team handled data cleansing and loading with SiiMPLY7's guidance, which kept the project lean.
What's next
The inventory foundation gave the team a base for deeper order and fulfillment reporting.
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