Salesforce Supports Retail and Wholesale Sales for a Premium Food Producer

Industry

Food & Beverage

Services

Salesforce ImplementationSales CloudIntegration

Technologies

Salesforce Sales CloudApexLightning Web ComponentsFlowsERP integration

Challenge

An Australian producer makes premium smallgoods for retail and wholesale customers.

Customer accounts, orders and sales activities were tracked across spreadsheets and the ERP:

Disconnected account and order data.
Limited view of sales rep activity.
Manual order follow-up.
Difficulty spotting growth opportunities.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the premium food producer's processes and goals.

Account management

Retail and wholesale accounts with contacts and history.

ERP integration

Order and product data synced from the ERP.

Sales activity

Visits, calls and opportunities tracked by rep.

Insights

Reports on account performance and growth opportunities.

Premium Food Producer solution delivered by Winklix

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.
Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.
Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.
Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Outcome

The engagement delivered clear, practical results for the client:

A complete view of each customer account.
Better management of sales activities.
Order data available to sales teams.
Clearer growth opportunities.

Premium Food Producer

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Challenge

An Australian producer makes premium smallgoods for retail and wholesale customers.

Customer accounts, orders and sales activities were tracked across spreadsheets and the ERP:

Disconnected account and order data.

Limited view of sales rep activity.

Manual order follow-up.

Difficulty spotting growth opportunities.

The client chose Winklix as its Salesforce partner to design and deliver a better way of working.

Solution

Winklix delivered a Salesforce solution tailored to the premium food producer's processes and goals.

Account management

Retail and wholesale accounts with contacts and history.

ERP integration

Order and product data synced from the ERP.

Sales activity

Visits, calls and opportunities tracked by rep.

Insights

Reports on account performance and growth opportunities.

The Approach

Discovery workshops — We documented current processes, data and pain points with the client's sales and operations teams.

Configure before customising — Standard Salesforce features were used wherever possible, with custom code only where it added clear value.

Iterative delivery — Work was delivered in short sprints with regular demos so the team could give feedback early.

Training and handover — Admins and users were trained, and documentation was handed over for long-term ownership.

Related Case Studies:

Warehouse Management Software Provider

Salesforce Streamlines Sales and Customer Onboarding for a Warehouse Management Software Provider

Read full post

Online Fitness Community

Salesforce Helps an Online Fitness Community Engage and Retain Members

Read full post

B2B Services Company

ActiveCampaign and Salesforce Integration Aligns Marketing and Sales

Read full post

Essential

Analytics

Marketing

Salesforce Supports Retail and Wholesale Sales for a Premium Food Producer

Challenge