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Consumer Goods Session: 
Beer, Wine and Spirits 
Focus on Distribution, Tuesday, 4pm 
Moderator: 
Mike Jortberg
Safe Harbor 
Safe harbor statement under the Private Securities Litigation Reform Act of 1995: 
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of 
the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking 
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service 
availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future 
operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments andcustomer contracts or use of 
our services. 
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, 
new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or 
delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and 
acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and 
manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization 
and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our 
annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and 
others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. 
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be 
delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. 
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Mike Jortberg 
Director, Salesforce Services 
Consumer Goods 
Field Sales 
Mobility 
Chicago, IL 
mjortberg@Salesforce.com 
(847) 962-3321
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)
3-Tier Distribution 
Business Challenge 
Streamlining marketing, selling and support within each tier 
Solving communication gaps and 
data sharing challenges between tiers
Ignacio Giraldo 
Vice President Sales 
SABMiller LATAM 
Miami, FL 
Ignacio.Giraldo@bav.sabmiller.com
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.
Business Challenges 
Highly fragmented and complex market (E.g. Colombia ) 
16 
Brands 
Human Capital 2500 +
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
Salesforce Footprint/Solutions 
Force.com , Classic and Chatter are the Retail Execution Foundation 
40 + Custom Objects 
800+ Mobile Users 
90 + Backend Users 
6 Administrators 
40 + CS Agents 
120 + Resolutors 
30 CS Superviros 
1 Administrator 
400 + Users 
20 + Communities 
1000 + Pictures/day 
500 + Feeds Updates
System Screenshots 
Planning, Execution/Registration and Monitoring are the 4 main pillars
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
Business Results 
SalesForce.com in the New Sales Service Model
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.%.
Business Results 
Some numbers 
# Completed Tasks
Business Results 
Some numbers 
LAE*
Business Results 
Some numbers 
Availability*
Business Results 
Some numbers 
ROS*
Business Results 
Some numbers 
Programmed vs Visited Customers
Lessons Learned 
It is not about the tool…… 
• Change management is a key area in the implementation 
• Adopt rather than adapt 
• People, people…………….. People
Carlos Vigil 
Vice President – Inside Sales & Direct 
Marketing 
Southern Wine & Spirits 
Miami, FL 
cvigil@southernwine.com 
(305) 905-0719
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
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
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
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
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
Inside Sales
Inside Sales
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
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
Field Sales
Field Sales
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
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
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
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
Paul L. Leary 
Bespoke Collection 
President
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
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
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
Business Challenges 
Creating a Dynamic 
Profile all Team 
Members can 
Comprehend 
• Develop Key Info. 
Field 
• Create a benefits 
program to reward 
loyalty
Business Challenges – Understanding your Client… 
Creating a Dynamic 
Profile all Team 
Members can 
Comprehend 
• Quick Sales History 
View
Business Results 
Top Line Revenue and Membership growth 
Period Over Period Revenue Growth Period over Period Active Members
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
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?
Consumer Goods Breakout at Dreamforce 2014 with SAB, Southern Wine and Bespoke

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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 Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments andcustomer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 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
  • 6. Ignacio Giraldo Vice President Sales SABMiller LATAM Miami, FL Ignacio.Giraldo@bav.sabmiller.com
  • 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.
  • 8. Business Challenges Highly fragmented and complex market (E.g. Colombia ) 16 Brands Human Capital 2500 +
  • 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
  • 10. Salesforce Footprint/Solutions Force.com , Classic and Chatter are the Retail Execution Foundation 40 + Custom Objects 800+ Mobile Users 90 + Backend Users 6 Administrators 40 + CS Agents 120 + Resolutors 30 CS Superviros 1 Administrator 400 + Users 20 + Communities 1000 + Pictures/day 500 + Feeds Updates
  • 11. System Screenshots Planning, Execution/Registration and Monitoring are the 4 main pillars
  • 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
  • 13. Business Results SalesForce.com in the New Sales Service Model
  • 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.%.
  • 15. Business Results Some numbers # Completed Tasks
  • 16. Business Results Some numbers LAE*
  • 17. Business Results Some numbers Availability*
  • 18. Business Results Some numbers ROS*
  • 19. Business Results Some numbers Programmed vs Visited Customers
  • 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
  • 37. Paul L. Leary Bespoke Collection President
  • 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

  1. Key Takeaway: We are a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce.com. Talk Track: Before I begin, just a quick note that when considering future developments, whether by us or with any other solution provider, you should always base your purchasing decisions on what is currently available.