Speaking twice at Dreamforce · Sept 15-17 →

Retail

Regional grocery retailer

The first week is in the org, reading what already exists. Named with permission.

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Certified Partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE and US desks

Before, and the week

What the week looked like.

A regional grocery retailer. B2B, many stores, no CRM. Field reps kept buyers in spreadsheets. The same account existed three times. Purchase history lived in whoever last saved a file.

We put Sales Cloud under account-based selling, connected POS so inventory was visible on the account, and gave reps a mobile path. The job was one record the next store could trust, not a transformation slide.

What changed was operational: private sheets went away, duplicates stopped being the source of truth, and the same buyer was visible to every store. They asked not to be named. There is no published dollar figure for this work.

What changed

What we will stand behind.

  1. 01Reps stopped keeping private sheets once the account held the history.Retail
  2. 02The next store to call the same buyer could see the last order.Retail
  3. 03The same buyer was visible to every store.Retail

The honest no

When we are the wrong partner.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.

Ours looks like this

We work in retail and distribution and right now, leads go cold before anyone replies.

Industry
Problem

Brief: Retail. No shared account history across stores. An agent on a named process. A reviewer on the exceptions.