Summer 2019 Final

inventiv

When we say we’re listening...

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!

$avings

Time Is Money Saving Trees?

Using PocketDelivery, savings on paper costs can be over $100,000 per year.

Routine Rerouting Two-day rerouting projects can be completed in under one 1 hour.

~ Yes, please.

~ No more end of year pouting.

Saving Gas?

SKU Sequencing

Prevent driving to return handsigned paperwork. ~ Now nice guys won’t finish last.

Marking the shelf sequence of items at an account, reps can later restock in a fraction of the time. ~ Chuh-CHING.

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 and document any delivery exception.

After 20 years of experiencing the field, we’ve seen just about every delivery exception possible 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

2

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

3

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Reason Codes Screenshot

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

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 DropOff is a spin-off app of PocketDelivery that extends the proof-of-delivery function into the hands of your reps.

This enables auditable deliveries with signatures that do not require reps to return paperwork to the warehouse or office.

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Sales rep orders the product through PocketAdvantage

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Warehouse personnel pull the product for the sales rep

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Rep picks up the product and delivers to customers

4

Customer signs electronically on the iPad/iPhone screen

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The warehouse receives a signed digital copy

Fun Fact Our services are tailor-made for our customers. Listed on the right 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

Features

What’s New? 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 Pocket-Advantage, 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.

Argos Tickets! Get Your Tickets Here!

We have begun rolling out our latest web-based communication tool to help your team with various tasks.

Argos is a secure website that gives you full visibility and control of your Inventiv license counts and user activation and deactivation.

Argos

Also, your up-to-date billing status is available at all times.

Our newest added function is our interactive ticketing system built to streamline communication between your team and our support team.

Your team members get full visibility to open tickets, where they stand, and your team members have full control over the priority of your tickets.

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.

We are looking forward to seeing more familiar and new faces next year!

And please, as always, if you have any ideas or suggestions, don’t hesistate to share with our event planner, Remy Rea. However, if it is strictly food and dining related, every memeber of our Inventiv Team is ALL ears!

Improvements For Next Year

1

Breakout Sessions: specific app training

2

Conference agenda will be released 1 week prior

3

More private meetings avaiable for scheduling

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

Users Conference 2020 Coming Soon To California!

“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