Final Summer 2018

inventiv

Summer Report 2018

A Note From Harrison

Efficiency Loves Simplicity

With 20 years experience in the wine and spirits industry, our development focuses on 3 key issues our customers face: too many apps, too much paper, and too many complicated processes.

PocketAdvantage’s deep-linking connection enables you to conduct daily business without reverting back to the homescreen.

PocketDelivery provides the first real CLEAN INVOICE in the wine and spirits industry, not to mention automated invoice cataloguing, transparency across your whole organization, and the opportunity to eliminate the vast majority of customer credits.

Last but not least, our latest timesaver, RouteMaps, allows your sales team to manage new licenses and update sales territories and divisions 10x faster.

PocketAdvantage

Always Start And End With PocketAdvantage Using our deep-links, reps can perform all business processes

Product Content

Surveys

Beverage Media Wine Spectator Wine Enthusiast

GreatVines Go Spot Check CPG Data PA+

Goals & Documents

Productivity Microsoft - Word - Excel - Powerpoint

Apple - Numbers Adobe - PDF Viewer

DropBox Box OneDrive Program Advisor (Diver)

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

PocketDelivery

Before-After Effect

Hardware: iPhone 6/7/8 Plus & Zebra Printers

It’s time to streamline delivery and warehouse operations

1) Plus-sized is best for drivers: large screens & text, pocket-sized 2) Zebra printers link via Bluetooth

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

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

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

Inventiv User Conference Recap Nashville 2018

Celebrating our 20th year in the wine and spirits industry, our team eagerly

shared our most complete product line yet. Leading industry executives

and friends alike joined us at the Hutton Hotel for a 3-day conference.

Among wine, cocktails, and southern comfort food, Dave Rea, President;

Jim Harris, Vice President of Sales; and Harrison Rea, Business Develop-

ment, presented the Inventiv Solution: PocketAdvantage, PocketDelivery, and RouteMaps. And with the recent introduction of Remington Rea, Creativ Development, our now full family business is hungry for the next 20.

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