Premium winery · real-time view of 40 markets
Selling globally, deciding blindly.
14 distributors across the US, EU and Asia. Each reporting depletions in different formats, frequencies and granularity. Trade marketing decisions made on data 30–60 days stale. The DTC channel was 4 disconnected commerce instances per market.
Compliance was paper-heavy. Each SAG, ISP or FDA audit took 4–6 weeks of CFO-office overtime to compile lot-level traceability.
Consumer Goods Cloud as the source of truth
CG Cloud implementation across distributor sales planning, depletions, trade promotion management and in-store execution. ETL pipelines normalized 14 distributor feeds into one daily schema.
Commerce Cloud + Init.CRM for unified DTC
Wine club, restaurant orders, ecommerce and HoReCa unified in a single customer record. Per-market subscription, allocation and shipping rules. Loyalty program built on Salesforce Loyalty Management.
Lot-level traceability
Vineyard, vinification, bottling and export lots linked end-to-end in Manufacturing Cloud-derived schema. Audit-ready exports for SAG, ISP and FDA generated in under 2 hours.
Tableau CRM for the trade desk
Real-time dashboards: depletions, allocations, brand performance per market, ROI per promo. Replaced 9 Excel templates and a weekly war-room meeting.
“We finally see our 40 markets the way we always wanted to. The CFO’s team gets compliance done in an afternoon. The brand teams trust the numbers.”