The Aforza offline Retail Execution (REX) application supports the sales team with seamless pre-call enablement to drive a consistent message from sell-in to sell-through.
That’s when Mountain Source Partner Bruce Gordon, says, “We chose to work with Aforza as they provide an out-of-the-box solution that has been game-changing for the Mountain Source sales team, providing both a powerful platform to manage the business and state-of-the-art apps to make the individual sales members more effective.”
Gordon notes that the implementation process was extremely smooth and Mountain Source was able to go live in under two weeks. The implementation was a partnership between Mountain Source and Aforza's Customer Success team. John Wilson, Aforza GM of the Americas, adds that customer success is a top priority and a new central location in Denver, Colorado will allow them to continue this success with Mountain Source and other customers in the region.
Gordon also mentions that going live in such a short period of time has been “game-changing for the Mountain Source sales team, providing both a powerful platform to manage the business and state-of-the-art apps to make the individual sales members more effective.” He adds, “It’s important to partner with a vendor that delivers industry-specific functionality and make sure you align with the out-of-the-box capabilities.”
From a sales visit perspective, the Aforza offline on-device application supports the sales team with seamless pre-call enablement to drive a consistent message from sell-in to sell-through. This allows the sales team to get access to the pre-call knowledge they need before going into a store and educating themselves on new products coming out in real-time. This stops any disconnects between training and what happens in store, according to Branson.
[See also: How Distell Is Digitizing REX & TPM to Seize Global Growth]
“Powerful account segmentation and route planning capabilities allow Mountain Source to narrow down the focus to the accounts that really matter. This allows us to make a bigger impact with the growing team we have and the visits they make,” Branson adds. They can also drive specific tasks off of these segments, making the team confident that they are taking the right actions, in the right stores, at the right time.
From an overall management perspective, the platform is also changing the way Mountain Source does business. The reporting and dashboards give the ability to give a 360-degree view of the business, so teams can report back and communicate with the brands they support in real-time. Branson says, “This has been a step change to the way we operate, proactively sharing insight and information with management before they ask for it.”
As for next steps, Gordon says, “Mountain Source will continue its drive to be a first-choice agency and partner with brands that align with their values and authenticity. As they work with brands, sell into retailers and onboard new team members and retail staff, they are confident in their ability to maximize the sell-in and sell-through process with the Aforza Industry Cloud and Mobile solution.”
He notes that they are going into the fall season with its strongest team, new showroom, and a powerful platform. “We are set up for success, driving consistent growth and education while being a first-in-class agency for the brands and retailers we serve,” Gordon closes.