Spring Report 2019 DRAFT I

inventiv Spring Report 2019

Take The Reins

Note From Inventiv

Take The Reins

We take pride informing ourselves. Our success stems from our time spent in the field with our customers.

We routinely engage in ride-alongs with delivery drivers, sales reps, and sit-ins with warehouse personnel, for as long as it takes to fully understand your business processes. Our platform can fit the needs of all our customers, but it is far from being cookie-cutter. We recognize the important distinctions in state legislation and personal preferences of the wine and spirits industry, our specialty for 20 years. The Inventiv team values providing you with opportunity and peace of mind.

Our team sits down and collaborates with your higher management and IT team, for as long as it takes. We tailor our existing features (2,500+) to meet your demands and do not shy away from building individual solutions for you. And to be frank, we actually enjoy that process. We empower you with every option in order to save you time and expenses, but we do not pressure you to always choose efficiency over your personal preference. 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 have explored every combination of software layout and hardware selection in order to optimize your experience.

We hold customer accessibility to the highest priority. We believe that we are only as good as our last customer service experience. We plant customer support contacts in all of our apps for quick emailing to document issues, and we will always pick up the phone as well. We regularly check-in with customers, as we believe our job is not finished after product training and implementation. In fact, it is never finished, because we provide you with an ongoing service.

We sincerely want to know how and to what degree your experience has been improved, and where any secondary tweaks can be applied. So please don’t hold back. Looking forward to hearing from you (again) soon.

PD Driver

Equipped & Informed

1

Assign and direct any driver to any route, regardless of experience

Reduce driver overtime pay

3

using standup check-in

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

2

4

Avoid handwritten notes/math with reason codes for all returns

Eliminate scanning paper receipts and quickly locate in live archive

PD Dock

Manage With Transparency

The warehouse manager maintains all routes, drivers, helpers, and vehicle associations in real time The warehouse has full visibility to products on trucks prior to end of day docking And thanks to the live feedback from PD Driver, the warehouse receives clean invoice PDFs in advance, per stop, allowing for fewer credits and expedited check-ins, due to dynamic repricing of invoices

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 custom 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

5

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: Hand Deliver y Rep Deliver y W i l l Ta ke s Hot Shots Immediate To d a y O r d e r s Via

Will Call 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

For the usual Will Call delivery, a rep must pick up paperwork from the warehouse, along with a written signature.

Using our in-app electronic signature capture, Will Call information is sent and archived digitally, avoiding trips to the warehouse and/or bank entirely.

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

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

Data-Driven Decisions

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

Who tasted and bought it?

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

RouteMaps Still dreading annual reroutes?

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

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 sales 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 From PA Switch To The Day With PA Apps With Single Taps Using our app’s deep-link connection, order entry and training are easier than ever. Every screen tap you save adds a second to your life.

Productivity Here’s a friendly reminder of our most popular features:

Adobe PDF Microsoft Excel Microsoft Word Microsoft Powerpoint

1.

2.

3.

Product Content Beverage Media Wine Spectator Wine Enthusiast

4.

5.

Surveys GreatVines Go Spot Check CPG Data PA+

Goals & Documents DropBox Box OneDrive Program Advisor (Diver)

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

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

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