Fall 2018 Draft I

inventiv

Fall Report 2018

A Note From Remy

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It’s a pleasure to formally meet you all. I’ve known of and gotten to know many of you throughout my two decades of being a fly on the wall of our family business. I am the head of Inventiv’s marketing, project manager of RouteMaps, and am eagerly adding to my repertoire.

I am starting my second year here at Inventiv and it is a very exciting time. In addition to starting our third decade in the wine and spirits industry, we have another chapter to celebrate: the Rea family has fully arrived!

Being able to connect with our staff and customers growing up has made it all the more gratifying to demonstrate who I have become and what I have to offer. I am ready to make each one of my parent’s mutual friends, out in the industry, friends of my own.

During my many ride-alongs in the field, I was most struck by two instances: when and where older sales reps still prefer pen and paper, and where decade long relationships between delivery drivers and sales reps trump overlapping territories. I’ve learned that everyone has their own best method and driving out of your way each week can still be worth it. This industry is about relationships and how you feel.

And that’s why we continue to innovate and custom tailor our products to promote efficiency but still suit each customer’s day in the life experience.

As far as I’m concerned, family first applies to Inventiv as a whole. Providing great customer service and team optimization is only an extension of our family’s practices. As a small staffed company, we take pride in our employees’ versatility. We will contribute to asking the right questions, we value your point of view. And I’d like to assure you, I am looking forward to hearing yours, very soon.

PocketDelivery

Before-After Effect It’s time to streamline delivery and warehouse operations

Day In The Life Using PocketDelivery

1

No more lack of driving experience

The warehouse manager now can assign any driver, even a new or inexperienced driver, with any customer. Using turn-by-turn directions, along with delivery notes that include a photo of entry doors and designated parking areas, any driver can make the delivery, saving time in the warehouse and on the road.

3

No more lag time checking in

The standup check in will lower the amount of driver overtime pay. Using PocketDelivery it only takes 3-5 minutes per driver to process returns and record the money collected.

2

No more scribbles & handwritten notes

The value of a clean invoice: during deliveries, changes occur—breakage, mis-picks, keg returns and refusals. All incidents are easily recorded in PocketDelivery, and the driver does not have to do the math on his phone or on paper.The customer always receives a clean invoice, with all alterations included.

4

No more scanning paper receipts

At the end of each day, every invoice will be saved in a PDF format with the customer signature on the clean invoice. The invoices are archived and easily located if needed in the future.

PocketDelivery

Get Equipped Our Driver and Dock apps provide delivery drivers with the speed and methods they prefer, and the warehouse with the transparency and accessiblity they need.

- Uploaded delivery door and parking location photos and turn-by-turn directions to begin delivery as quickly as possible - Record all delivery issues with reason codes - Collect payment, review order, and sign all in one - Expedited end of day check-in with all documented return information

Hardware: iPhone 6/7/8 Plus & Zebra Printers 1) Plus-sized is best for drivers: large screens & text, pocket-sized 2) Zebra printers link via Bluetooth

- Warehouse Manager reviews and tracks deliveries in real time - Manage drivers end of day check outs from app - Filter by drivers, helpers, and owned/ rented trucks of your fleet

PocketDelivery

Value of The Clean Invoice Say goodbye to paper towers of invoice forms!

Our team has proudly condensed those lengthy 4-part invoice forms (with up to 15 columns) into only 4 sections of content.

Replace the mess digitally and/or with our 4� thermal paper receipts.

Legend Date and summary information Wholesaler name and address Item and order details including case and

bottle net and discount prices

Order summary with pickups, delivered quantities, and invoice number Signature with name, time stamp, and legal disclaimer

DropOff Do Will Call & Same Day Deliveries With Ease 1

Rep orders the product through PocketAdvantage

2

Warehouse pulls the product for rep

3

Rep picks up the product and delivers it to the customer

4

Customer signs on iPad/iPhone screen using DropOff app

5

The warehouse also receives a signed digital copy

Fun Fact Our services are tailor-made for each of our customers. Listed are some examples of “will call” terminology.

Hand Delivery Rep Delivery Will Takes Hot Shots Immediate Today Orders Via

Will Call Will Calls – Salesman Will Call – Next Day Will Call Priority SPU (Salesman Pick Up) Mezzanine Salesman Delivers

User Problem

Inventiv Solution

For the usual Will Call delivery, a rep must pick up paperwork from the warehouse, along with a written signature. With a window of only 24-48 hours to stamp and mail paperwork, managament staff and reps lose time best spent elsewhere.

Using our in-app electronic signature capture, Will Call information is sent and archived digitally, avoiding trips to the warehouse and/or bank entirely. All DropOff business can be conducted in the palm of your hand, so reps stay in the field.

Order Approvals

Streamline Your Samples 1 Setup sample reason codes Assign supplier Charge Back % and record exceptions.

Charge Back % is available to managers when approving sample orders. You can also restrict items by bottle size, category, inventory level and/or customer, which prevents a rep from sending orders that will automatically be denied.

2 Reps place an order Reps submit the request digitally through PA and must include a reason code and a list of tasters. The order is then logged into a reporting database for analysis.

3 Manager approval From an iPhone or iPad, managers can review and, if necessary, change the Charge Back % using PA+. The manager will have visibility to each order.

4 Track and analyze results AdvantageEIS tracks sample usage over time, and managers can filter data by rep, customer, and supplier to review ROI.

Tasting Accountability We found that using PA+ for sample requests samples drop by roughly 10% as reps make better selections with transparency.

Data-Driven Decisions - Who tasted and bought it?

- How did sales change after samples - Which SKUs have the most promise?

RouteMaps The RouteMaps Timescale Reroute in an hour Build territories in minutes Review data in seconds

1

Modify sales rep territories

2

Customize and select

3

Review and manage webaccessible data in real time

and shift accounts

sales rep teams

Take The RouteMaps Challenge Calling all sales managers to utilize our web-based platform to experience the difference.

We will happily host a conference call demo at your convenience.

Contact Jim Harris jim.harris@inventiv.com

RouteMaps

Meet The Features Not only is our process easily 10x faster, but also, with everything connected and nearly instantaneous, sales reps and sales managers are always on the same page.

Contact remy.rea@inventiv.com for Training Guide

Fully Customizable

Customize colors and filter your display of account data by commodity type, premise type, total sales, commissions, radius, and much more.

What-if Analysis

Track and analyze changes in reps and their accounts in real time as well as with exportable Excel spreadsheet documentation.

Open Territories

Create open territories to experiment with new reps and to eliminate unnecessary overlaps

PocketAdvantage

Always Start And End With PocketAdvantage Using our app’s deep-link connection, order entry and training are easier than ever.

Product Content

Surveys

Beverage Media Wine Spectator Wine Enthusiast

GreatVines Go Spot Check CPG Data PA+

Goals & Documents

Productivity Adobe PDF Microsoft Excel Microsoft Word Microsoft Powerpoint

DropBox Box OneDrive Program Advisor (Diver)

Every screen tap you save adds a second to your life.

PocketAdvantage BEVERAGE

MEDIA & INVENTIV

STRATEGIC PARTNERSHIP

SELL. BETTER. SMARTER. Inventiv Software (makers of PocketAdvantage™) and Beverage Media Group have teamed up to bring wine, spirits and beer distributors and their sales reps the most comprehensive selling tools available in the marketplace. By leveraging Beverage Media’s extraordinary product library with Inventiv’s premier selling platform, this combination has simplified and streamlined some of the most basic, yet time-consuming functions, empowering sales reps to sell better and smarter.

INSTANT CONTENT: HOW IT WORKS Luigi Barcello Winebow, Inc. 914-309-5810 l_barcello@winebow.com

Catena Malbec 2012 Product Info: Producer Name

Bodega Catena Zapata

Product Name

Catena Malbec

Vintage

2012

Size

750ML / 12

Region

Argentina > Cuyo > Mendoza

Grape

Malbec

Distributor Item# Pricing Info Bottle Cost Case Cost Discount % Disc Cost/Ounce

Frontline $16.69 $200.30

$0.66

2 Cases $15.36 $184.30 $1.33 7.97% $0.61

Winebow, Inc. #30102004

3 Cases $13.36 $160.30 $3.33 19.95% $0.53

28 Cases $12.69 $152.30 $4.00 23.97% $0.50

Producer Over the past 20 years, Nicolás and Laura Catena and their vineyard management team have worked tirelessly in the discovery, identification and development of key microclimates in the high altitude wine country of Mendoza, Argentina.

Nicolás Catena has planted an almost countless number of varietals and clones throughout his mountain vineyard sites.

This quest for quality lead Nicolás and Laura Catena to a crucial discovery regarding the influence of altitude on grape cultivation in Mendoza. Observing the important differences in soil types, average temperatures and thermal amplitudes that exist at varying altitudes, he found that vineyard sites which are just a few kilometers apart can have vast differences in altitude and possess remarkably different microclimates.

Over the years, the in depth study of these different microclimates led Nicolás to determine that the same varietal, and even the same clone, presented distinct aromatic and flavor profiles when cultivated in each of these unique microclimates.

Implementing the age old art of assemblage, he found that by blending these different lots of the same varietal, he could achieve a more complex wine.

Review Wine Spectator 90 points - An intense red, showing concentrated flavors of dark plum, kirsch, dried beef and baker's chocolate flanked by notes of tobacco leaf and ginger. The powerful finish is filled with sanguine details. Drink now through 2020. 100,000 cases imported. From Argentina.K.M. .October/2014 Description The Catena family has conducted extensive research into the soils and microclimates of Mendoza's high altitude wine country in the foothills of the Andes mountains. At different altitudes, the family’s Malbec vineyards express a unique profile of aromas and flavors: the ripe plum fruit flavors and silky texture of the Angelica vineyard (2,850’ elevation); the dark fruit character and pepper notes of the La Pirámide vineyard (3,100’ elevation); the black cherry aromas and excellent structure of the Altamira vineyard (3,870’ elevation); the explosive floral aromatics full, concentrated mouthfeel of the Adrianna vineyard (5,000’). The blend of these components creates a wine of unique character that has balance, concentration and a strong varietal identity.

BeverageMedia.com

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Nov 18, 2015

Inventiv User Conference 2019 SAVE THE DATE

April 23-25th 2019

The Ritz Carlton, New Orleans At Inventiv we take pride in approaching the industry from every point of view. Bring your team to experience our passion for sales optimization, as we showcase our latest and upcoming features and services, on both PC and iOS. Please visit inventivapps.com for more details or contact Jim Harris at jim.harris@inventiv.com.

“We are all trying to solve similar challenges within our industry, Inventiv’s UC is a great way to connect and collaborate with the Inventiv Team, as well as other distributors, to discuss opportunities to solve them.”

--Jesse Williams, Director of IT at Standard Beverage Corporation