How world's third biggest wine company went from excel to automated sales process, agriculture monitoring, warehouse management, etc. within an year?

Sales process automation

The yearly cycle of sales are planned, managed and monitored. The AI predictions helps in forecasting future planning.

CRM

CRM to maintain the life cycle of a customer from lead to prospect to repeat customer.

Agriculture monitoring

App survey & IoT-based vineyard monitoring to maintain the high quality of the product’s base.

Ticket Management

Support system to address the customer queries and complaints through multi-step process with escalation matrix.

Warehouse management

A long-range Bluetooth device-based App to manage the warehouse barrels stored in huge warehouses.

Prediction

Future prediction to plan the production and sales based on multiple complex factors from the past, vineyards, production, vision, etc.

Challenges

  • Being a less techno savvy industry, inclination towards digital transformation across company was poor.
  • Lot of resistance from both user and management towards change.
  • Due to lack of digital info, decision making and future planning was difficult and was mainly based on assumption and personal gut feelings.
  • Loss in resources on both vineyard and warehouse was leading to heavy annual losses.

Goals

  • Digital transformation of processes from manufacturing to customer relationship to sales planning to agriculture monitoring to warehouse management.

Actions

  • Slow digital transformation was planned so that adaptation could be easier.
  • Basic book keeping was digitized 1st followed by sales process, CRM, agriculture monitoring and warehouse management.
  • Small solutions specific to use cases were prepared.

Results

  • High quality tool was delivered within given timeline.
  • Company managed to increase the revenue and decrease the losses by 20% in first year itself.

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