Platform Portfolio by inventiv9

a Note from INveNtIv

our deSign Motto

“EvEry scrEEn tap wE savE you, adds a sEcond to your lifE.”

Over 27 years of development and more than 2,800 industry-specific features later, our software platform is the country’s premier tool for wine and spirits wholesalers and distributors. In a marketplace where speed and simplicity matter, Inventiv empowers sales teams across the country with the tools they need to close the deal.

Installed in over 130 locations, across 43 states, and used by more than 16,000 sales reps, Inventiv is the industry leader in wine, beer, and spirits software. Our flagship platform, pocketAdvAntAge is the top order-entry app in the nation. We have continued making strides to better serve all personnel of the wine and spirits industry, from sales reps, delivery drivers, warehouse, and upper management.

We are committed to improving the daily working experience of our customers through demonstrating reliability and thoughtfulness. We want our customers to feel heard. The test of a software company is its responsiveness, and at inventiv, we like to be judged by the ways we respond to problems. We teach our team members to be proactive in issues that inevitably present themselves.

We are driven by our desire for constant improvement: we add features and gems in order to expedite your business processes on a weekly basis. It is important for us all to be well equipped. We employ the latest technologies and have strategic partnerships with a myriad of companies that allow us to leverage their expertise along with our own. We perform ridealong activities with sales reps, sales managers, drivers, loading dock personnel, and any other employees with equally valuable experience.

Not only do we want you to speak up, but we sincerely encourage it. By hearing and seeing firsthand, we will improve your daily routine. We are devoted to great customer service and sales team optimization.

WINe & SpIrItS app SuIte

Our Flagship Order entry platFOrm

surveys & Order apprOvals

repOrting

delivery tracking FOr drivers & WarehOuse

Will-call sOlutiOn

sales territOry OptimizatiOn

custOm ecOmmerce Websites

pocketadvaNtage | order entry

We designed pocketAdvAntAge to allow sales reps in the field to process daily orders on an iPad or iPhone, without the need for an internet connection. Working offline is one of many conveniences. If a sales rep goes on vacation or gets sick and his or her clients need to place orders, sales managers can easily step in to fill the void. Managers can access their reps’ systems at any point and seamlessly make a transaction when needed. It would be as if the sale reps made the order themselves. In turn, accounting departments can make note of incoming payments in real time and keep their customers off the state hold list.

pocketAdvAntAge goes well beyond order-entry, with dozens of information features, such as pricing, full sales history, contacts, CRM, images, shelftalkers, and shellsheets, to name a few. A sales rep in the field is fully mobile using an iPad or iPhone. Inventiv also offers a secure cloud-based solution which connects directly to your backend system pocketAdvAntAge integrates with pocketdelivery for complete communication between sales reps, drivers, and retailers.

By showing customer-specific pricing, displaying only authorized products for that customer, and warning reps when an order appears to be unusual, pocketAdvAntAge customizes and simplifies the order process, minimizes potential errors that result in product returns, and gives reps more time to focus on selling.

In states in which sales reps offer customers credit terms, pocketAdvAntAge includes all open invoices and enables the sales rep to record payments when they pick up a check. In turn, accounting departments make notes of incoming payments in real time and keep customers off the state hold list.

pocketadvaNtage | orderlink

Set aNd update prIcINg IN real tIme

When managers update deal pricings (including but not limited to post off, quantity-level discounts, single and multifamily deals, and chain pricing), that information is available to all sales reps through PA+.

orderlINk

OrderLink can deliver Provi, EDI, and other eCommerce sources of orders and deliver them to your reps that are assigned to the ordering customers.

Sales Reps approve or upsell each order to help maintain their relationships, which enables all of the Customer Service Reps to handle a higher order volumes while maintaining your given staffing levels by increasing daily efficiency.

This eCommerce tool takes orders from external sources and transmits them directly to pocketAdvAntAge for the assigned sales rep. Sales reps have the ability to approve or modify orders. orderlink collects and distributes orders to assigned sales reps (or alternate when on vacation). In addition, orderlink provides electronic connections to all major marketplace ordering platforms, such as SevenFifty and Provi.

pocketadvaNtage | introduction to SuppleMentS

Customers expect your entire organization to know who they are and how you can best serve their needs. Here is a simple question to test whether you are ready: how long does it take a new sales reps to get up to speed on the customers in their territory?

If your answer is 6-8 weeks, then your customer profiles are not ready for the digital transformation. So why do you not have up to date customer profiles? Here are a couple of reasons we have heard:

1. Many sales reps resist giving this information, their contacts, and their daily activities.

2. Which leads to sales managers to not ask their sales team to keep up to date customer profiles.

3. The data is stuck in bits and pieces between Excel, your ERP, and your sales reps personal phone.

If these reasons reflect your business it is time to make a change. Sales reps, in general, do not like to enter data and can comment that these systems are slowing them down. However, their sales managers need the information concerning what the sales reps are working on during each sales call to help their sales team reach their goals.

Sales reps and managers have one app for supplements and order entry, linking these into one app for the sales reps to use enables what we call Accelerated Adoption. Because sales reps use pocketAdvAntAge for order entry, we can remind them to confirm the data that is accurate. Accelerated Adoption is the ‘secret sauce’ of supplements.

We know your sales reps are very busy and have way too many apps.We built SuppleMentS, as a helping hand, to enable your sales team to complete this process as quickly as possible on a single platform.

Here is how we can help.With SuppleMentS, your team will have all the tools to build your digital platform. Below are the three components:

1. Planning

2. Contacts

3. Attributes

SupplemeNtS | plAnning

SaleS rep SaleS maNager

Planning

• Provide Focus Items and Goals

• Determine Customer Attributes

Scheduling

• Review Sales Team Schedule

• Support Team During Week

Manager Review

• Review Recaps and Next Steps

• Review New Plan for Next Week

Planning

• Analysis of Customer Attributes

• Record Plan of Manager Review

Scheduling

• Connect Buyer Contacts

• Record Weekly Schedule

Presenting, Manager Recap

• Present Plan to Buyer

• Record Results and Next Steps

Every sales rep sets weekly appointments. Enabling these appointments to be sent as calendar invites to the customer contact, sales managers, and suppliers will make your sales reps more efficient. Each customer can have typed info categorized as Status, Notes, Plan, Next, Recap and others by customer, and Item based info on planned and completed presentations, status, and follow up. It is useful for managers to see in our online rollup reporting.

SectIoNS

SectionS provides a way to define your item status in an account to ensure that you are not missing placement opportunities. SectionS allows you to discover what empty slot of your product is missing in the ‘gin’ section, for example.You will then be equipped to see that your product is missing there, and have whoever is covering for you be informed as well.You can order to restock, and avoid the shelf slot turnover to your competition for that SKU.

oN premISe: Wine List, Reserve List, BTG,Table Tent, Back Bar,Well off premISe: Shelf, Cold Box, Display, Back Room

future cuStomerS

Finally a super convenient way to track all the info regarding potential customers, what is known about them, what phase of licensing and build-out they are in, and all the info your accounting system needs to set up a new customer all-in-one.

plaNNINg | Presentations

Create PDF-based presentations that can be recorded as presented with time, who was presented to, what was presented, and follow up steps and status. preSentAtionS columns allow sales reps to track all pertinent details of their account’s reception of their new product pitches, while managers acquire full transparency to product pitches with customers. preSentAtionS is available for additional licensing within pocketAdvAntAge.

See below our custom lists for reps to simply tap and select the status of a given presentation columns:

coNtactS | BenefitS & Who hAndleS

Recently, we have seen a lot of people switching from using the US Post Office to mail statements to emailing statements. Our contActS supplement gives the opportunity to collect this info (i.e., first and last name, mobile phone number, and email address) and from time to time verify that it is still the active person that handles the statements.

This strong benefit comes into play not only for getting replacement reps up to speed quickly and seamlessly after an employee leaves your company, but also for keeping reps and managers completely informed when they cover territories for those that are on vacation. pocketAdvAntAge will be able to show sales reps or managers who to contact, and who to meet at the given account.

When orders arrive from any source (e.g., pocketAdvAntAge, EDI, Provi, Diver, eCommerce website), you can work with us to turn on order confirmations to be sent to customers very much like Amazon. The one or more people you want to notify can be informed of an order that was just placed. Each night or early in the morning when invoices are processed for pocketAdvAntAge, we can also email to customers the contents of the day’s delivery invoice so they know what to expect on the truck. The pricing and total for COD accounts can automatically go out.

If a rep or manager wants to share info from pocketAdvAntAge as a PDF or list of items they are discussing, they can share via email to certain people who are preselected to receive that useful information. When you need to get in touch with a customer, you can very easily send an email, text, or facetime from your device with just a couple of taps on the screen. In addition, contActS allows you to target the person involved in orders, statements, and deliveries separately with to be used with your email marketing campaigns.

Accurate contacts are the foundation of the customer experience. Our contacts allow you to target messages to the necessary roles and preferences of your customers. We provide an open list of personal and collective contacts, useful for common substitutions and new employees. Full contact information is accessible in the pocketAdvAntAge subview.

Our contActS supplement provides a easy quick way for reps to confirm contacts within the daily cycle of the order process. There is full transparency for Who hAndleS orders, payments, and deliveries, (with last name prompts) whether dealing with one or multiple buyers.

Users will be able to record their regularly scheduled customer visits, phone visits, facetime visits, and Zoom visits. This can include multiple contacts with whom they speak to or see during these meetings. It is VERY useful for managers and sales reps covering their routes when users are away. Also special Day of the Week screens are set up with the customers in meeting sequence.

SupplemeNtS | AttriButeS

AttriButeS can be best described as a disguised set of non-survey survey results. Reps can view and update important, timely information about their customers directly on the screen. Reps can also have the updated entries disbursed to all other reps and managers who may call on those accounts.

Add new AttriButeS as desired. When added, reps will be prompted to set the values for new types of informations upon their next refresh.

AccelerAted Adoption plays a big part in capturing these AttriButeS Reps will be prompted from time to time to confirm that the values are current, or be able to update them to have them become current.

Since sales reps use pocketAdvAntAge every day, and they are prompted within their daily activity to enter missing data and confirm and update existing data. All this valuable information will be able to best serve your sales efforts.

The concept of onboarding new information and keeping it current is an integral part of all of the Supplements.

Below are some typical AttriBute categories. Yours can be any you choose to select:

all cuStomer

• Delivery Day Preference

• Delivery Time Windows

• License Information

oN premISe

• Wine By The Glass, Wine List

• Spirits Menu, Well, Backbar

• Beer Tap Handles, Menu

off premISe

• Displays

• Cold Box

• Shelf chaINS

• Displays

• Cold Box

• Shelf

Sample requeStS WIth taSterS

Post-tasting tracking: tasted and bought, those who tasted and did not subsequently buy

dISplay upc codeS

Allow retail customers to scan into their system for new placement items before they are delivered

tap to order

Add columns to speed up ordering process

lIkely Need

Helps reps not miss reordering commonly ordered items

Advanced fIlterS

Reps can now filter on any column on any screen

Credit Status Warning

Warn user if dealing with a COD account when opened

Expired License Warning

If your system has customer license expiration dates, we can warn reps in advance

Allocated Inventory

We offer several methods of controlling limits on allocated items

PA+ connects sales reps with their managers in real time and relays critical information between parties. PA+ enables managers to monitor sales rep activities, while allowing sales reps to receive order confirmations, product trainings, store surveys and customer presentations. Both parties will know what happened, what’s happening, and what to do next.

PA+ is all about communication and improving the user experience. We have added little quirks to make the process more inviting, such as our ‘champagne pop’ push notification ringer, which alerts users to perform order confirmations, delivery confirmations, sample order approvals, and urgent office messaging.

uSerS | Sales Managers & Sales Reps

BeNefIt | Quick Communication

coNfIrm orderS placed

Between the customer, the sales rep, and the warehouse, the lines of communication can be messy when it comes to confirming placed orders. There’s no confusion with PA+.

Shortly after your sales reps send their orders to the warehouse, the system will send back a detailed order confirmation directly to their smartphones or tablets. If there’s an issue, orders will be flagged in red, giving the rep maximum to time to fix the problem and alert the customer.

The most effective sales reps are the ones who have built strong relationships with their clientele. This foundation isn’t possible if your team doesn’t know the names of their customers. PA+ can store the names and positions of all employees at any location.

quIckly coNduct SurveyS

Surveys are critical to understanding how your brands are doing versus the competitive set. PA+ makes it easy for sales reps to walk into a store, quickly enter in answers to questions, and in one click send the data back to their managers for analysis.

BuIld relatIoNShIpS WIth clIeNtS

pa+ | SurveyS & order ApprovAl

maNage actIvItIeS aNd goalS

Sales reps should present all assigned surveys and presentations to their customers, but sometimes that just doesn’t happen.

For each customer location, PA+ tracks those assignments and whether or not the rep has presented them to the customer.

traININgS

With so many new products being added every month to inventory, sales reps struggle to stay up to date and keep track of key selling points.

PA+ enables your sales reps to review product training manuals from their smartphones or tablets at any time and saves your company from escalating printing costs.

Even more, sales managers can make certain items required reading and also see who has and who hasn’t completed the training.

Not only can you assign presentations by brand and customer, but also you can track the success rate of each sales rep.

WEB

eIS WeB | overvieW

product dIffereNtIatIoN

eiS WeB is designed for the industry and answers the most commonly asked questions. The data is easy to customize to meet the needs of the required reports. You are enabled to share reports through a daily updated reporting link or via an automated email.

uSerS | Sales Managers

BeNefIt | No Internal IT Resources Required to Get Started

reportINg typeS

Sample Tracking, Supplier Reporting, Sales Rep PrePlan and Recap Reports, Survey Results, Goal Tracking by Month

eIS WeB | reporting

executIve reportINg WIth profItaBIlIty aNalySIS

Spare yourself the time wasted crunching numbers and checking papers. eiS WeB comes with standard reporting that includes depletions, accounts sold, sales dollars, and gross profit.

You can even compare numbers from common time periods (month to date, year to date, last three, four, six and twelve months) against the previous year’s reports.

create & deploy SurveyS

Managers use eiS WeB to create, modify, and deploy surveys to sales reps. Surveys include standard questions types such as yes/no, select for a list, numbers, money, dates and text.

vIeW SaleS rep’S actIvItIeS & goalS

Instead of having to call and ask, managers can view orders and activities sent in daily by their sales reps. It’s yet another example of how our apps streamline communication and can save your valuable time.

pocketdelIvery | cleAn invoice

We analyzed over 3 million invoices over a 90 day period and found 15.4% of the invoices had at least one credit. When a credit on a delivery occurs a driver takes out a pen and a calculator and hand writes changes to correct the invoice for the customer. Drivers tell us that is a very stressful

process and they often get calls from the office days later because their hand writing is not clear. We have a better way. Wholesalers using the inventiv pocketdelivery apps follow this process to achieve a clean invoice.

Start of day

The driver confirms the deliveries for the day and signs out with the inventory and list of stops. Managers or warehouse personnel can approve and sign off on the confirmed inventory on the truck. Warehouse then provides the driver with a printed copy of the truck’s manifest. The driver leaves the warehouse with an iPhone with the pd driver app, a Zebra 4” Bluetooth printer and a paper copy of the invoice.While a paper copy is optional many wholesalers print a copy for the customer to review.

delIvery

Turn-by-turn directions ensure that the driver takes the most effcient route. Upon arrival, the driver confirms the items being delivered. The driver makes the delivery and records any changes to the delivery and records all payments. The driver is

required to enter a reason code for any changes. The most common return reasons are ‘damaged,’ ‘did not order’ and ‘customer refused.’ The driver then records any checks collected. Management signs for the order, and any returned items are recorded.

proof of delIvery electroNIc SIgNature

The driver signals in pocketdelivery that he’s closing out and works with the warehouse to process returned items as well as any money or checks acquired. A report is automatically sent to the warehouse system with the details of each delivery. This report can be sent electronically or printed. The customer signs for the delivery and a print out is provided with the clean invoice. The math is done in the pd driver app and now you get get all the benefits of the real time data.

pocketdelIvery | An induStry-focuSed Solution

pocketdelivery includes these commonly used feature sets:

SaleS rep delIverIeS

To provide a high level of customer service, sales reps will make deliveries on short notice for a customer.We have an app specifically for the sales reps so they can get an electronic signature and the signed invoice is automatically sent back to your systems and the sales rep move on to their next sales call.

movINg StopS BetWeeN routeS

When a truck breaks down or a driver cannot deliver all his stops, we enable the data to transfer to another driver’s route.This enables the warehouse to track when the stops are switched and hold each driver accountable for the deliveries actually made.

reShIp proceSS

Customers are not always ready to receive a delivery or the driver misses the time window on an important delivery.When this occurs, the driver can request a reship for the checker to approve at the warehouse during the end-of-day process.

returN BottleS oN caSe orderS

A damaged bottle can be removed for delivery while still delivering the remaining bottles in the case.The value of the bottle return is removed from the invoice and the reason code selected by the driver is available for the end-of-day check-in process.

Scheduled pIckupS

A driver cannot complete a delivery without addressing a scheduled pickup request. The value of the return can be credited to the invoice amount so the customer can take the credit immediately.

pocketdelIvery | coSt SAvingS of reAl tiMe dAtA

There are three areas where having real-time data will save you time and money.

SaleS repS delIvery NotIfIcatIoNS: No more callS to the offIce of WarehouSe By the SaleS repS

• Sales reps are notified immediately of the status of the delivery. If there is an issue with the delivery the sales rep can address it immediately and this reduces the phone calls to the office and warehouse.

• Merchandisers receive notifications so they know when the cases are available for setting up a display.

• Sales Managers receive notifications when they are covering for a rep or have an open territory.

pdf copy of SIgNed INvoIce: No more ScaNNINg paper INvoIceS

• Customers can receive a copy via email of the signed invoice.

• Sales Reps get a link to the signed invoiced if needed in the future.

• A copy of the signed receipt is saved directly to your ERP software, which allows your office staff can review minutes after the delivery is complete.

drIver eNd of day check-IN: No more payINg drIverS overtIme WhIle they WaIt to check-IN at the eNd of the day

• Drivers can save at least 10 minutes per stop and be checked in in less than 2 minutes because all their returns and payments are organized for the checker to quickly process. If you reduce each driver for 30 minutes a day for 4 days a week, you can cover the cost of all hardware and software for the year.

• The return data is sent back to ERP, so the credits can be created immediately, and inventory can be returned to the warehouse.

• The payment data includes a photo of the check linked to the invoice for true proof of delivery.

pocketdelIvery dock

pd dock is a sister app of pocketdelivery in which dock personnel are able to set up and monitor drivers and their activity.

• Managers assign drivers, vehicles, and routes to get trucks onto the street.

• Last-minute route and personnel changes are handled quickly.

• Real-time location of trucks in lists and maps.

PD dock helps account for delivery items that may slip through the cracks. All changes are documented digitally so there is no confusion in the warehouse.

dropoff | Will-Call Solution Dropoff

dropoff is a sister app of our pocketdelivery products. It extends proof of delivery function to cases and bottles that sales reps are tasked with delivering to customers.

Who

Sales Reps delivering products to customers for will-call orders.

Why

Rep and customer facetime is valuable, and these interactions must be maximized.

WheN

Reps can eliminate the need to hand over any paperwork in person. dropoff provides a full digital audit trail of inventory assets and digitizes the signature receipt process.

dropoff | Will-Call Solution

the proceSS

Customers often have requested for one or more items that need to be delivered to the customer prior to the next scheduled truck delivery, often during the same day.

These orders can be billed specially to have them sent to reps so they know to pick them up in the warehouse. The orders appear in dropoff, and reps use existing paperwork and dropoff for the final delivery.

When delivered, customers sign on the screen, which produces a PDF-formatted delivery receipt that is emailed to the customer and sent to the office for archiving, saving the rep a trip back to the office.

routemapS | overvieW

What It doeS

routeMApS is designed for sales managers to customize sales rep territories in order to accomplish sales team optimization. Using this web-based UI, this tool can be used via a Windows laptop or PC. In this larger screen format, we are able to fit the two key parts of the tool, the map and the sales/commission data.

Who | Sales Managers, Sales Reps

Why | Maximize customer face time

WheN | Utilize our tool weekly/daily

Why you Need It

This tool simplifies the visualization of sales territories so that you could reassign reps daily, if necessary. Since routeMApS is backend integrated, all changes are reflected as soon as the data is available to your reps in pocketAdvAntAge, which eliminates time between demo and go-live.

routemapS | getting StArted

map WIth color-coded pINs

Each sales rep’s territory displayed gets its own colored pin. The colors are automatically generated by default to ensure maximum contrast. But you are also able to select custom colors if you have a preference or think some colors are too similar. Inside the pins, without increasing the size of the pin, we add a single letter to indicate the Customer Category (on preMiSe, off preMiSe, MilitAry).

SaleS hIStory

We know that some managers like balancing territories based on sales numbers and that other managers prefer using commission data. In routeMApS, we offer both. The sales history comes from pocketAdvAntAge, so you will see the same data that your reps see.

routemapS | getting AdvAnced

RouteMaps | sales optiMization

terrItorIeS aNd NeW cuStomerS

Our territorieS feature provides an updated, visual platform for reviewing sales reps’ territories. Now you can locate and address unnecessary territory overlap and manage divisions correctly in a matter of minutes.

Our neW cuStoMerS feature gives your team the upper-hand on reaching new businesses before the competition. The first sale at a brand new account is always the biggest. With routeMApS, reps receive notifications on new license applications and approvals in the area.

routemapS | tiMe SAvingS

reroute in An Hour

Making changes in the tool is great, but how do you handle communicating your changes across your organization? We handle all that for you with a single Excel workbook.The first worksheet is for your admin to make changes in the ERP. We also produce a worksheet for each sales rep who had a territory change so you can forward the changes territory and sales commission to them in the same day. And since our tool uses the same data as pocketAdvAntAge, routeMApS will update at the same time as the sales reps territory is updated in pocketAdvAntAge.

Build territorieS in MinuteS

Sometimes demographic changes, personnel changes, or brand changes produce a need to evaluate splitting existing territories into a few smaller territories or adding a new territory all together. This process is a cinch in routeMApS. Just click to add a new territory and move over accounts, and in a few clicks, you have a brand new territory built.

revieW dAtA in SecondS

If you want some time to think it over, we save all your changes between sessions, so you can sleep on it and pick up where you left off, or present your findings to your boss for approval to hire that new rep you need.

routemapS | reporting

The most important part of routeMApS is the reports generated by the managers to put the rep customers changes into the system.

rep Summary reportS provide a summary of the proposed changes.This report is used by sales managers to get senior sales management approval before they are added to the system.

accouNt chaNge lISts are used to update the system with new

routemapS | coMMiSSion optionS

Our coMMiSSionS feature allows you to experiment and see real-time effects on the monthly revenue and commission of sales reps, by customer or commodity type. We also write in your commission logic to be applied to the sales history so that you can balance territories or try out new commission rates.

Commission Type

Dollar Totals

Dollar Totals by Rep

Case Totals

Case Totals by Rep

Dollars by Product Type

Spirit Totals

Spirit Totals by Rep

Wine Totals

Wine Totals by Rep

Beer Totals

Beer Totals by Rep

Non-Alcholic Totals

Non-Alcoholic Totals by Rep

Customer Types

On Premise Totals

On Premise Totals by Rep

Off Premise Totals

Off Premise Totals by Rep

Chains

Total Wine and Costco

Commission Rule

Percent commission on total dollars, same per rep