About the Client

Heritage Foods Limited is a company with a legacy that is as rich and wholesome as its products. With a reputation for remarkable growth and excellence, it is a leading entity in the public market, specializing in two main categories: Dairy products and Renewable resources.

Snapshot

  • CLIENT
  • Industry
    FMCG
  • Apps Downloads
    2000
    +
  • Platforms

Project Challenges

Despite its leadership position in the dairy market, Heritage Foods Limited still had significant sales hurdles to overcome. The company was looking for a solution to ensure the smooth running of its sales and distribution operations. They needed a complete system to track primary and secondary sales efficiently.

The key challenges were:

  • 01

    The Invisible Secondary Sales:

    One of the major issues with Heritage Foods was the lack of insights surrounding its secondary sales. Due to a lack of clarity in secondary sales, Heritage Foods couldn’t gain a comprehensive understanding of consumer demand beyond their primary distribution channels.

  • 02

    Scheme Ghosting:

    Most of the time outlets were unaware of the schemes that were specifically made for them. This meant that the exciting offers and discounts planned by Heritage Foods failed to reach the intended audience. Thus ultimately resulting in missed opportunities.

  • 03

    Order Puzzle:

    Another pain point was the inefficiency in order tracking and management. The existing processes followed by the company were prone to delays causing a slowdown in the entire workflow.

  • 04

    Lack of Real-Time Actionable Data Insights:

    Today, market dynamics and customer preferences evolve quickly, hence the ability to respond swiftly is paramount. However, there was a lack of real-time collaboration and updates within Heritage’s sales and distribution processes. This lack of coordination could lead to delays in responding to market changes, missed sales opportunities, and customer dissatisfaction.

  • 05

    Revolutionizing Sales Force:

    Heritage maintains a large sales workforce with a significant portion engaged in field operations. Accurate tracking of the entire team’s productivity was crucial but difficult for the sales manager.

  • 06

    Streamlining Order Fulfillment:

    Traditionally, the process of order fulfillment involves multiple steps. All of these steps were carried out manually. Consequently, this manual approach took four days for order fulfillment, thus resulting in a relatively slow process.

meeting
Heritage Foods Limited was looking for a solution to its operational challenges. They aimed to fully automate its field sales and distribution operations up to the last mile. In pursuit of this goal, they evaluated various digital tools and solutions. After thoroughly evaluating available tools, Heritage decided to go ahead with MaxMobility’s award-winning Sales force automation solution, GoSales.

The GoSales Advantage

Where there are hurdles, there are also solutions waiting to be uncovered. MaxMobility, well-known for its problem-solving capabilities, saw an opportunity to use its magic once again. The GoSales solution stack included the following:

  • It introduced a Distributor Management System for Heritage Foods to track their secondary sales more effectively. This automated system gives Heritage complete visibility into its extensive sales network. Moreover, with just a click of a button, the tool gathers valuable insights about competitors. This empowers the company to stay ahead of the competition and make strategic moves.
  • Today, there is a complete transformation in the way the sales team works. Schemes and prices planned by Heritage are directly communicated to the outlets. If there is any scheme on any product it is displayed on the app. There is complete transparency across all stages of operations.
  • GoSales gave Heritage Foods a user-friendly Sales Team mobile-first App. This app automated and tracked the sales field activities. From categorizing products to collecting orders from retailers, all procedures were consolidated, making sure of smooth operations.
  • An integrated backend portal was introduced for the management and reporting of the vast team of Heritage Foods. This solution had a transformative impact, streamlining operations for both sales representatives and managers alike. Sales representatives have enhanced clarity on their tasks and responsibilities. Managers were able to keep track of the real-time productivity of sales representatives. It ensured that each step, from task assignment to execution, was optimized, improving efficiency and effectiveness.
  • The manual order placement procedure has been substituted with direct order placement via the app. As a result of this automated process, the order fulfillment process takes just 1 day.
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The Impact

The impact was profound. The company's productivity soared, sales boomed, and the sales team could take a shy of relief.

  • 01

    There is 100% visibility into their vast network of sales operations. They are no longer fumbling in the dark.
  • 02

    With direct communication through the app, outlets are now promptly informed about exclusive offers, leading to a 30% increase in scheme utilization.
  • 03

    There is a 40% decrease in average order fulfillment duration.
  • 04

    Every on-field activity is meticulously supervised and managed, ensuring that no opportunity slipped through the cracks.

Some transformations we are proud of

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