Sales and CRM for the Spirits, Wine, Beer and Refreshment Industry

The Problem

Senior management and field sales teams in the Canadian beer, wine, and spirits industry face challenges due to fragmented sales data, inconsistent reporting across provinces, and a lack of real-time visibility into customer relationships and sales performance. These issues make it difficult for leadership to make informed strategic decisions and for field sales teams to effectively target opportunities and respond to market changes.

The Solution

Dimensional Strategies Inc. (DSI) developed an Analytics and CRM solution to provide senior management with real-time, centralized insights into sales performance, customer behavior, and market trends. This allows leadership to make data-driven decisions, optimize pricing, and forecast demand with greater accuracy. For field sales teams, the solution offers immediate access to detailed customer data, regional performance metrics, and sales opportunities, enabling them to focus on high-priority accounts and tailor their approach based on insights. By aligning senior management's strategic goals with field sales execution, the platform helps improve decision-making, boost sales efficiency, and drive growth.