← Back

Workflow automation for a kombucha&beer manufacture

SUMMARY

The Bucha of Byron is a kombucha manufacturing and distribution company based in iconic Byron Bay, Australia

The company manufactures and distributes to over 5000 stores nationally

They have their own sales team on the road, along with having distribution agreements with third-party logistics companies

Clients order weekly or monthly and usually order via third-party logistics partners

The Bucha needs to get that third-party logistics data for their salespeople so when they visit a venue, they have the latest ordering data and delivery information


CHALLENGE

The Bucha has rapidly grown. To meet the increasing demand for its products, it needed a better way to organize client records and target sales opportunities.

They needed a system to streamline the sales process and deliver a 360-degree view of each customer relationship.

Management needed to have easier access to venue numbers, orders, and clients who were ‘at-risk

Sales reps needed to know, in real-time, when the venues had last ordered, what they ordered and what was the previous communication


SOLUTION

Data from third-party partners needed to be surfaced in Pipedrive

A telephony integration was required to ensure all communications, no matter whether phone, SMS, email, or marketing, are recorded inside Pipedrive

The number of venues each salesperson looks after needs to be increased so that the Bucha could continue to grow at pace without having to hire excessive staff

Marketing needed to be automated so that clients and prospects each had their own unique and meaningful interaction with the Bucha


OUTCOME

Leveraging Pipedrive’s workflow automation along with Zapier, I was able to surface the third-party logistics data in Pipedrive, providing The Bucha reps easy access to the information they need

The sales team can have an informed conversation with venue managers

The result is they cover 4-times the number of venues without increasing their salary overhead

With Pipedrive and I, The Bucha of Byron better services its clients through a much more scalable business model

The Bucha is landing larger national clients because now, have additional bandwidth. The implementation has freed up capacity in the sales process for both the reps looking after smaller venues and the managers targeting larger chains.


PHOTO
No photo.
The Bucha manufactures and distributes Australia’s best kombucha from their Byron brewery to more than 5000 outlets nationally
SKILLS USED TO PROJECT
Automation
Consulting
Project management
Marketing automation
SOFTWARE USED TO PROJECT
Pipedrive
Zapier
Autopilot
Share