Regional grocery retailer

A grocery B2B desk with no CRM. Sales Cloud put one account in front of every store. Clients asked not to be named.

Get the written assessment

Founded 2022 · MVP Hall of Fame · 200+ agents in production · UAE, India and US desks

The engagement

Three stops, quoted from the note.

Before
The week as it was
B2B sales across many stores with no CRM.
The week
What we built
Sales Cloud for account-based selling, POS integration for inventory visibility, and a mobile path for field reps.
What it was
What stayed
The job was one record the next store could trust, not a transformation slide.

Quoted from the note. The client is not named here.

Before, and the week

What the week looked like.

A regional grocery retailer. B2B, many stores, no CRM. Field reps kept buyers in spreadsheets. The same account existed three times. Purchase history lived in whoever last saved a file.

We put Sales Cloud under account-based selling, connected POS so inventory was visible on the account, and gave reps a mobile path. The job was one record the next store could trust, not a transformation slide.

What changed was operational: private sheets went away, duplicates stopped being the source of truth, and the same buyer was visible to every store. They asked not to be named. There is no published dollar figure for this work.

What changed

What we will stand behind.

Before

What changed

Field reps kept buyers in spreadsheets.: Reps stopped keeping private sheets once the account held the history.
The next store to call a buyer could not see the last order.: The next store to call the same buyer could see the last order.
The same account existed three times.: The same buyer was visible to every store.

Quoted from the note. The client is not named here.

Where the same work fits

The same week, other desks.

Example
Key accounts manager at a Riyadh FMCG distributor
Today: Each branch keeps its own list for the same supermarket buyer.
After: One account every branch reads, with the last order on it.
Manufacturing and distribution
Example
Sales lead at a Dubai food supplier
Today: Reps keep chef contacts and order history on their own phones.
After: The account holds the history, so the private lists go away.
Restaurants and cafés
Example
Trade sales manager at a US building supply chain
Today: Contractors buy at several stores, and no store sees the others.
After: The same buyer is visible to every store.
Commerce Cloud

Examples of the work, not case studies. Roles and cities are typical of the desks we see.

The honest no

When we are the wrong partner.

The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.

The other stories.

The assessment is free: a short read of the org and a written note. If you go ahead, the first build week is a fixed AED/SAR 14,900 (about USD 4,050), credited in full when you sign the build within 60 days.

01Regional bank, UAEMarketing Cloud journeys against a single customer profile: transactions, send-time, and a preference center the marketing team could run without us.Financial Services 02Regional hospital networkMarketing Cloud patient journeys with SMS and WhatsApp reminders, plus education sequences tied to the condition, not a blast list.Healthcare 03Regional property teamSalesforce around how the deal actually moves: inquiry, viewing, offer, close. One record for the listing, the buyer, and the viewing.Real Estate 04Regional manufacturerSales and Service around quote-to-cash and installed-base work. ERP stays the source for the shop floor. Write-back with errors visible.Manufacturing 05Regional agriculture deskSalesforce around the process that already exists: inquiry, quote, delivery, service. Digital where the farmer already is.Agriculture