"Salesforce has made it amazingly easy for our sales reps to access customer information and create real-time orders in the field. With the applications we created on AppExchange, we've transformed our field reps from phone-bound order takers into CRM managers. We gave them knowledge and flexibility to not only nurture deep and loyal relationships with our customers, but to create new and exciting selling opportunities as well."


Director of Beer Operations

Force.com Mobile Anywhere, Anytime Access Helps Karl Strauss Brewing Company Sell More Beer

Challenge

  • Karl Strauss Brewing Company, the leading regional craft brewer in Southern California, wanted to leverage advanced CRM features for operational flexibility in the face of rapid growth
  • The company saw an opportunity to differentiate itself in its local beer markets through superior and personal customer relations
  • Their reps are always on the move so the solution had to be wireless
  • Seamless and immediate integration with its Microsoft Dynamics GP financial system was an added requirement

Solution

  • The company selected Salesforce SFA for its wireless capabilities, flexible deployment, integration options, and minimal IT requirements
  • Field reps access Salesforce from their wireless BlackBerries through Force.com Mobile to create real-time orders from the customer site and synchronize data
  • Custom objects and tabs simplify the data entry process for orders into the Salesforce app via the BlackBerries
  • Using Force.com Builder, the company created a custom application to track brewery vehicle and maintenance costs
  • Karl Strauss Brewery leveraged AppExchange partner Scribe Software to integrate Salesforce with its Microsoft Dynamics GP financial system, creating a closed loop opportunity-to-order process

Results

  • Wireless access to consolidated customer data improves customer responsiveness, transforming sales reps from order takers to full customer-service partners
  • Improved insight helps reps effectively cross-sell and up-sell to customers, boosting beer sales and customer loyalty
  • A single, unified source of all finance and sales operations increases efficiency and improves business operations
  • Karl Strauss Brewing Company is now a recognized customer relations leader in its markets
  • The brewery has plans to streamline additional business processes with custom apps created through Force.com Builder
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