Transcript: #StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
Consumer Goods Breakout at Dreamforce 2014 with SAB, Southern Wine and Bespoke
1. Consumer Goods Session:
Beer, Wine and Spirits
Focus on Distribution, Tuesday, 4pm
Moderator:
Mike Jortberg
2. Safe Harbor
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3. Mike Jortberg
Director, Salesforce Services
Consumer Goods
Field Sales
Mobility
Chicago, IL
mjortberg@Salesforce.com
(847) 962-3321
4. Spirits, Wine and Beer
Carlos Vigil, Southern Wine and Spirits (9 yrs)
•SWS, VP Inside Sales and Direct Marketing(5 yrs)
•SWS, Director of Strategy and Business Development (4 yrs)
•McKinsey, Consultant (3 yrs)
•Schiff Hardin, Attorney (6 yrs)
Paul Leary, Bespoke Collection (9 yrs)
•Bespoke Collection, President (9 yrs)
•Duckhorn Wine Company, VP Marketing (7 yrs)
•Tra Vigne – Real Restaurant Group , General Manager (3 yrs)
Ignacio Geraldo, SABMiller (1 yr)
• SABMiller, VP Sales, Latin America (1 yr)
• Diageo, General Manager, Chile, Peru, Ecuador, Bolivia (6 yrs)
• MiCash, EVP (3 yrs)
• Todo1 Services, VP Business Products (1 yr)
5. 3-Tier Distribution
Business Challenge
Streamlining marketing, selling and support within each tier
Solving communication gaps and
data sharing challenges between tiers
7. About the Company
SABMiller
South African multinational brewing and beverage company
headquartered in London, England. It is the world's second-largest
brewer measured by revenues (after the Belgian-Brazilian Anheuser-
Busch InBev) and is also a major bottler of Coca-Cola.
Our Brands include Fosters, Grolsch, Miller Brewing Company, Peroni
Nastro Azzurro, & Pilsner Urquell.
We have operations in 75 countries across Africa, Asia, Australia,
Europe, North America and South America and sells around 21 billion
litres of lager per year.
9. Business Challenges
Our Market – Pure Diversity
Increase quality and dedicate
time at POS
Provide appropriate tools
to enable execution at POS
Build strong capabilities
Improve efficiency in the
back-end process
12. System Screenshots
Execution/Registration
• Communication with distribution and sales.
• Pictures registered with GPS and time
• Training and documentation viewing.
Estándar Flow for Negotiations
and Surveys
14. Business Results
Some Facts
Effective tracking of commitments has let us in the current year:
• Increase “fridge effectiveness” by 2% .
• Increase Discount effectiveness by 25,6% .
• Increase Credit effectiveness by 12,4.%.
20. Lessons Learned
It is not about the tool……
• Change management is a key area in the implementation
• Adopt rather than adapt
• People, people…………….. People
21. Carlos Vigil
Vice President – Inside Sales & Direct
Marketing
Southern Wine & Spirits
Miami, FL
cvigil@southernwine.com
(305) 905-0719
22. Today’s wine & spirits distributors bear little resemblance to
the models of the past
•We form long-term
partnerships based on
trust, added value &
transparency
• Our business partners
are no less demanding
(customers and
suppliers have
consolidated and use
their leverage liberally)
• Consumers know more
than ever, meaning
markets change
dynamically & frequently
23. About the Company
• Worlds largest wine & spirits
distributor
• Privately held, founded in 1968
• 14,000 employees
• Facilities in in 35 markets
– ~ 9,000,000 sq ft2
• 1,900 delivery vehicles
• 175,000 customers
– 37% off-premise
– 63% on-premise
• 100 million cases shipped
24. Business Challenges
Complex Geography, Suppliers and Product Mix
• History of acquisition / State control and independence
•Control vs Open States
•Union labor
•Two customers
̶ Buyers
̶ Suppliers
•Dedicated selling divisions for certain suppliers
• National Accounts want consistent execution across states
Evolving Role of Sales Rep
•Merchandising + Order Taking + Relationship Management
25. Salesforce Footprint/Solutions
Inside Sales, Field Sales Pilot
• 14 markets with new sales channel Inside Sales
– Bottom 5% of net sales
– ~125 users with CTI, call planning & logging manage 300-400 active accounts each
– Extensive intra- and cross-State collaboration
– Re-staffing to build more consultative beverage experts vs order taking
• 2 markets with Salesforce1 app pilot
– South Florida & San Diego
– Crafting new role definitions to better match technical solutions
• From transactional “Order Taker” to relationship “Order Maker”
• Introduced powerful analytics – top selling products in market, likely to re-order
26. With respect to Inside Sales, without the right technology
partner, we would surely fail
Enormous
needs-based
diversity customers
Pressure to
perform
net sales
Need efficiency
customers
per Rep
Decentralized
teams
Need
consistency
The fundamentals of Inside
Sales always apply . . .
. . . But we could not solve our idiosyncratic
challenges without the right technology
partner
29. Salesforce helps us to drive to performance insight
Salesforce helps us to drive
further insight by linking activities
to sales results
• “Ah ha” moments for managing
simply and effectively
• Complete transparency for any
level of employee
• Design competition into the right
metrics
30. Field Sales Pilot
SALES
EFFECTIVENESS
SALES
EFFICIENCY
STAKEHOLDER
REACTION
Improved
Top Line
Revenue
Improved
Supplier
Execu on
Produc vity
Gains
Customer
Sa sfac on
Sales Rep
Sa sfac on
Business
Impact
SF1 Mobile
Capabili es
Business
Metrics
Business
Value
Leading
Indicators
• Increase Net Sales
• Shorten Sales Time
• Increase Upsell
• Increase Cross-Sell
• Increase Quota
A ainment
• Increase Account
Coverage
• Decrease in non-selling
ac vi es
• Increase Customer
Loyalty
• Increase Sales Rep
Loyalty
• Facilitated Teamwork
• Net Sales Growth
• Avg Sales/Order
• Avg # SKUs/acct
• Avg $/case
• % A ainment
overall
• % A ainment per
supplier
• # Accts Visited
• Avg dura on of Acct
visit
• % day spent non-selling
ac vi es
• Avg customer survey
ra ng overall & by
category
• Avg. sales rep survey
ra ng overall & by
category
• Account Records
• Account Analy cs
• Product Search
• Account Plans
• NSM Integra on
• Cha er Collabora on
• Route Plans
• Weekly Visits
• Account Analy cs
• Account Plans
• Cha er Collabora on
• No fica ons
• Contacts
• Cha er Publisher
• All func onality
• Avg # opps
discussed per visit
• Avg # Acct Plan
fields fil
l
e d
• Avg # quota
products in Acct
plans
• Derivate trend of
accts visited &
dura on
• Deriva ve trend
• Avg # fields
populated
• Deriva ve trend of
survey
37
33. Business Results
Schedule visit Complete visit
Agenda for current
& next visit
Selling
Division # Actives % Scheduled Visits % Visits Completed % Visits with Agenda
CA 2,542 84% 62% 56%
PWS 1,033 81% 63% 57%
SWS 1,509 87% 61% 56%
FL 1,885 59% 37% 46%
CWS 682 86% 35% 52%
SWS 1,203 44% 38% 42%
Total 4,427 74% 51% 52%
Compared to Inside Sales CRM adoption, BevOne adoption is ahead of schedule
CA involved DMs as trainers and leads, & FL used trainers and sales rep champions
34. We are observing ~30% improvement in sales process
efficiency after 2 months of BevOne usage
Total
-34%
25.3
35.2
50.7
Post-Visit
13.5
11.8
7.8
-31%
-34%
-26%
Direct Selling
18.7
Pre-Plan
8.9
Baseline
2-Month Pilot
Direct Selling
19.0
18.5
Pre-Plan
8.1
14.7
12.0
-11%
-3%
-45%
Post-Visit
10.7
We are seeing efficiency gains (~30%) in all stages
of the sales process . . .
. . . While simultaneously reducing the variability of
the efficiency across the Pilot Users
Average time spent by Pilot Users,
Ride With Observations, in Minutes
Standard Deviation, Ride With
Observations, in Minutes
BevOne Ride With Observations; n=111
35. Observations
• What is the role of the rep of the future?
– Do we all agree?
– Can we all agree?
– Union implications
• What technical tools do they need?
– To take orders?
• Topaz Orders & Invoices
– To make more orders?
• Relationship Management, Analytical Insights, Planning, Collateral
– To be more efficient?
• Collaboration
36. Lessons Learned
It is not all about the technical tool
• Change management is a key area in the implementation
– Do reps really understand the new expectations?
– How do managers reinforce this?
• Develop super users
– Control group vs. Joe User vs. Super user
– Invest in making super users pays off
• Major impact on every metric: revenue, profit, volume
38. About the Company
The Bespoke Collection — A portfolio of artisanal brands and experiences.
• Founded in 2003 in the Napa Valley
• Tracking to $15M in Revenue for CY2014
• 45 Employees
• Manufacturer/wholesaler/retailer
• Curated selection of boutique wines, one-of-a-kind objets d'art, and unique lifestyle
experiences in Napa Valley, Argentina and beyond.
• Key strategic initiatives
• Membership growth
• National account development
• Create loyalty in all channels through differentiated programs
39. Salesforce Footprint/Solutions
Bespoke Collection’s Current platform
• Salesforce.com Sales Cloud
• Exact Target Email Marketing for all brands and channels
• Data.com for customer prospecting
• Custom Objects throughout system to create a dynamic Contact profile
• Ability to transact in the system instead of external POS
• API integrations between POS, online cart, Industry compliance software and
shipping/logistics vendors
40. Wholesale Wine Channel
Its all in the data…
• Utilize Nielson BDN
data to understand
your accounts as well
as your distribution
partners
– By Account to create
loyalty
– By Product to
understand trending
41. Business Challenges
Creating a Dynamic
Profile all Team
Members can
Comprehend
• Develop Key Info.
Field
• Create a benefits
program to reward
loyalty
42. Business Challenges – Understanding your Client…
Creating a Dynamic
Profile all Team
Members can
Comprehend
• Quick Sales History
View
43. Business Results
Top Line Revenue and Membership growth
Period Over Period Revenue Growth Period over Period Active Members
44. Lessons Learned
• Higher Recency, Frequency with key clients –
– 40% YoY membership growth
– 80/20 rule of revenue of client and partner revenue
• Ensure entire team knows who our best client is every day –
– A Service company that just happens to sell premium products
– Welcome Back vs. Welcome to…in the retail setting
• Less need to use pricing as a loyalty tool –
– Focus on quality of product and experience
– 35% YoY sales revenue growth with long runway
45.
46. Questions
•How has legal regulations made your go-to-market strategy
different than other consumer goods companies?
•How has technology helped you overcome the special
restrictions put on your industry?
•Where do you see the market going in the next three years?
Editor's Notes
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Talk Track:
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