Food-service supplies wholesaler
Field sales visits, call cycles and customer activity were not systematically scheduled or logged, so territory coverage was hard to manage.
- Sales & CRM
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Field sales visits, call cycles and customer activity were not systematically scheduled or logged, so territory coverage was hard to manage.
Orders were re-keyed manually into a legacy grain logistics system, duplicate seal numbers risked compliance fines, and clients lacked visibility of order status.
Clients saw a laggy embedded view that also exposed internal automations, warehouse partners needed restricted edit access, and order reports were compiled in spreadsheets and emailed manually.
Project management and reporting were fragmented with no unified platform and inconsistent governance across the portfolio.
Assets, maintenance and costings were tracked in separate spreadsheets, sales staff updated statuses manually, and information moved by email and verbal updates with no audit trail for handovers.
A spreadsheet-based WIP tracker had become unreliable at volume, making per-deal profit and commission reporting and chasing ETAs, deliveries and billing hard.
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