Draft III

inventiv

When we say we hear you...

We mean it, buddy.

Contact support.

Help us help you.

Summer Pr oduct Report 2019

Note From Support

Help us help you

For sales reps, sales managers, warehouse personnel, and customers, the communication lag you have grown accustomed to is a thing of the past. Real time communication and transparency have several significant impacts on your business processes.

To name a few, with Inventiv, you no longer will be blindly receiving returns on your delivery trucks, driving out of territory unnecessarily because you don’t have time to catch up on rerouting projects, or making decisions without the influence of analytics.

We value the perspective of managers, reps, delivery drivers, and warehouse personnel alike. Whether you prefer reaching our support team through email, talking on the phone, or messaging through our “Contact Support” tabs located within all of our apps home menus, we are proud to be more accessible than ever before.

And with our new ticketing system Argos on the horizon, your requests to the support team will be documented and updated regularly.

Perhaps you may need a little push to get in more regular contact with us...

So consider this to be our *nudge*

We want you to take full advantage of communicating with our team. Our website inventivapps.com has a “Contact Us” tab and section on our homepage, where you can share your thoughts or inquiries and provide your contact information for further discussion. We encourage you to reach out to our liaison Remy Rea as well to chat to make sure your thoughts are relayed to the rest of the Inventiv Team. Let’s chat soon!

Savings

Time Is Money Effect of digital invoice Using PocketDelivery, savings on paper costs can be over $100,000 per year.

Effect of minimizing and/or eliminating drive time

DropOff allows a rep to not need to drive back to the office to return signed paperwork after completing a delivery to a customer.

Effect of more routine reroutes RouteMaps is up to 10x faster than prior rerouting approaches. 2-day rerouting projects can completed in under one 1 hour.

Effect of SKU sequencing After marking the shelf sequence of the items in a store, reps can later breeze thru the store in a fraction of the time.

Features

We have compiled a Top 3 List of our favorite newly released features so you will be aware and can ramp up to using some or all of them soon.

1

Barcode Display on screen for retail POS setup

Many retail POS systems need to have a UPC to set up an item. We have a new feature where reps can long-press on an item and display the actual UPC barcode on the screen.

Now retailers do not need to wait for the first delivery of that item to have show up it in their system.

2

Mechanism for delivering scanned invoice images to PockAdv

If you have a document management system that stores scanned delivery invoices (with signatures and markings) and would like your reps to be able to access them for a given invoice in PocketAdvantage, that is now an available feature. Some assembly is required…

3

New feature for PA+ (we think you’ll approve)

We’ve had sample, pickup, and special order approvals for managers for quite some time.

Now reps can get into the act by being able to approve orders sent directly from customers, so the reps can vet them and possibly upsell instead of having those orders go directly to you.

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 and reliable receipt printer, which allows 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

Driver arrives back at the warehouse and hands iPhone to Returns Checker

22

Checker enters a PIN and reviews cases and bottles on the truck

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 Driver locations updated continuously

Assign Drivers to Routes Launch new routes in real time

DropOff Digitize & Automate Warehouse Will Call 1

Rep orders the product through PocketAdvantage

2

Warehouse pulls the product for rep

3

Rep picks up products and delivers to customers

4

Customer signs on iPad/iPhone screen

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: 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

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

UC Recap Eat With Your Eyes First The Inventiv crew spent a few days in New Orleans to tackle everyone’s #1 priority: getting our hands on as much Creole food as possible!

Then we pursued the remaining business matters, such as presenting our latest additions to PocketAdvantage, PocketDelivery, DropOff, and RouteMaps.

We also shared the stage with our partners Great Vines and DiFi Solutions.

Improvements For Next Year

1

Breakout Sessions: specific app training

2

Conference agenda will be released 1 week prior

3

More private meetings

Keep an eye out for our 2020 Conference’s Save The Date!

Users Conference 2020 Coming Soon To California!

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