Overview
A leading specialty coffee company partnered with Solutions to transform their field sales operations. Through Salesforce, AI automation, and data analytics, they achieved a fully connected commercial model — bridging route planning, order management, and real-time performance tracking.
The Challenge
Field sales activity was running without structured planning or performance visibility. Routes were unoptimized and information captured during client visits was scattered with no central system.
The commercial and transactional sides of the business were completely disconnected — making informed decision-making nearly impossible and limiting the team’s ability to capture new opportunities in a systematic way.
The Solution
- Salesforce Maps to optimize field routes and improve visit planning
- Business Central integration to synchronize clients and orders across systems
- Agentforce AI — internally to support reps, and externally via web and WhatsApp to qualify leads automatically
- Tableau + Account Plans for performance tracking and client-level goal management
The Results
Optimized Routes — Greater field efficiency through intelligent visit planning and structured information capture.
Automated Lead Capture — AI agent qualifies leads 24/7 via web and WhatsApp, freeing the team to focus on closing.
Data-Driven Decisions — Real-time visibility into commercial performance and per-client objectives.