Spring 2019 FINAL*

inventiv Spring Report 2019

Take The Reins

Note From Inventiv

Ta k e The Reins

We take pride in informing ourselves. Our success stems from our time spent in the field with our customers, routinely shadowing sales reps, delivery drivers, and warehouse personnel.

Our platform can fit the needs of all our customers, but it is far from being cookie-cutter.

Although we aim to digitize and automate as much as possible, it is up to you to determine which combination best fits your business, based on your own hard-earned experience in this industry.

We recognize the important distinctions in state laws and your personal preferences within the Wine and Spirits Industry, our specialty for 20 years.

We all see the trends in our industry. The demands are the same, but the needs for speed and efficiency are ever-increasing. In order to keep up with the demand, our team at Inventiv has created solutions to increase the transparency of your business process and your ability to manage them in real time.

We want to ensure that you have increased control of all your business processes.

Our team accomplishes this goal by sitting down and collaborating with your management and IT teams. We tailor our existing features (2,500+) to meet your demands. We empower you with every option to save you time and expenses, and we do not shy away from building individual solutions for you. We have spent an immense amount of time and effort to make our apps as intuitive as possible. And if you have trouble telling our design apart from Apple, we assure you that is intentional.

We sincerely want to hear from you after our software has been implemented. We need your help to achieve these goals, so we have included customer support contacts in all of our apps for quick emailing to document issues, and we will always answer the phone as well. So please don’t hold back. Looking forward to hearing from you (again) soon.

PD Driver

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

In the beverage alcohol industry, returns are a part of daily life.

Replace the mess with our condensed and customized clean invoices.

Zebra ZQ520 Printer PD uses the most lightweight, rugged, and reliable receipt printer, which alllows your drivers to print clean invoices via bluetooth on 4� thermal paper.

No More Handwritten Notes No More Scanning Paper Receipts

1 2

3 4

No More Missed Payments No More Missed Credit Changes

PD Driver

Standup Check-In: Keep It Simple Our goal is to equip you to handle & document any delivery exception: After 20 years of experiencing the field, we’ve seen just about every delivery exception first-hand.

Even “refusals” when retailers claim they didn’t order this or that.

1

Drivers arrives back at the warehouse and hands iPhone to Payments Checker

22

Checker enters a PIN and reviews cash and checks collected by drivers

3

Once complete the data is ready to be sent to the ERP

Reason Codes Screenshot

No More Missed Payments

No More Missed Credits

The drivers are required to pickup checks for COD customers. As part of the process the customer cannot sign for an order until a payment is recorded by the driver.

PD Driver can be synced to the state COD list and update during the day if a customer pays and now is off the COD list.

PD Dock

Manage With Transparency

PD Dock is your tool for delivery management

View Drivers in Real Time Updates driver locations continuously

Assign Drivers to Routes Launch new routes in real time

DropOff Digitize & Automate Warehouse Will Call 1

Rep orders the product through PocketAdvantage

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Warehouse pulls the product for rep

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Rep picks up products and delivers to customers

4

Customer signs on iPad/iPhone screen

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The warehouse also receives a signed digital copy

Fun Fact

Our services are tailor-made for our customers.

Listed below are some examples of will call terminology: Will Call Rep Deliver y W i l l Ta ke s Hot Shots Immediate To d a y O r d e r s Via

Hand Deliver y Will Calls – Salesman W i l l C a l l – N ex t D a y Will Call Priority SPU (Salesman Pick Up) Mezzanine Salesman Delivers

User Problem

Inventiv Solution

Currently, a rep must pick up paperwork from the warehouse, along with a written signature.

All information is sent and archived digitally, eliminating warehouse and/or bank trips entirely.

With a window of only 24-48 hours to stamp and mail paperwork, reps lose time best spent elsewhere.

All Will Call business is conducted in the palm of your hand, keeping reps in the field.

Order Approvals

Streamline Your Samples 1

Setup Sample Reason Codes Assign supplier Charge Back % and record exceptions Restrict items by bottle size, category, inventory level, or customer, in order to prevent automatic denials

2

Reps Place An Order Submit requests with a reason code and list of tasters The order is logged into a reporting database for analysis

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Manager Approval From an iPhone or iPad, managers can review and, if necessary, change the Charge Back % The manager will have visibility to each order

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Track & Analyze Results AdvantageEIS tracks sample usage over time Managers can filter data by rep, customer, and supplier to review ROI

Tasting Accountability

Data-Driven Decisions

On average, using PA+, samples drop by 10% due to monitoring and more practical selections.

Who tasted and subsequently bought?

How did sales change after samples?

Which SKUs have the most promise?

Take The RouteMaps Challenge

Reroute in an hour Build new territories in minutes Review data in seconds

We will happily host a conference call demo at your convenience. jim.harris@inventiv.com

RouteMaps Still dreading annual reroutes?

Calling all sales managers to utilize our web-based platform to experience the difference.

Fully Custom

Customize 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 sales reps and their accounts in real time with exportable Excel documentation.

Open Territories

Create open territories to experiment with new reps and revise overlaps.

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

Pricing Info Bottle Cost Case Cost Discount % Disc Cost/Ounce

Frontline $16.69 $200.30

$0.66

Product Info: Producer Name

Bodega Catena Zapata

Product Name

Catena Malbec

Vintage

2012

Size

750ML / 12

Region

Argentina > Cuyo > Mendoza

Grape

Malbec

Distributor

Winebow, Inc.

Item#

#30102004

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

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

Tap the Products You Want Help Selling

Select Tools and Generate PDFs

New York City

1/1

Print or Email Your Creations Instantly

Nov 18, 2015

PocketAdvantageINSTANT

BUILDING INSTANT SELLSHEETS

# of Instant Sellsheets Built in PocketAdvantage

The growth of Instant Sellsheets has exploded since the feature was launched in 2015.

273,577 Items

80,000

157,935 Items

60,000

84,543 Items

40,000

20,000

23,369 Items

0

o

c.

0

m

5

CONTENT

Items

2015

2016

2017

2018

Sellsheets

INSTANT CONTENT IS NOW IN USE BY THESE FINE DISTRIBUTORS: ■ Allan S. Goodman ■ Allied Beverage (Breakthru NJ) ■ Athens Distributing ■ Brescome Barton, Inc. ■ Domaine Select Merchants ■ Eder Bros.

■ Empire Merchants ■ Frederick Wildman & Sons

For more information, please contact:

■ Gallo Wine Sales NJ ■ General Beverage - WI ■ Georgia Crown Distributing ■ Hartley & Parker ■ Independence Wine & Spirits ■ International Wines & Craft Beer ■ Johnson Brothers ■ Lipman Brothers - TN

Jim Harris jim.harris@inventiv.com 615-416-5815

Ian Griffith igriffith@bevmedia.com 617-864-1677

■ Lieber Bros - NY ■ Moon Distributing (coming soon) ■ M.S. Walker ■ Skurnik Wines & Spirits ■ Slocum & Sons ■ Wilson Daniels Wholesale ■ Winebow

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 us at 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