Symbiose uses Cone to automate customer and product management.
Symbiose is an import and representation agency that resells high-quality wine, spirits, beer, and cider. The agency has over 15 years of experience in the field, and collaborates with environmentally conscious producers. The team is driven by the sense of community they have developed with the producers and their customers.
The Problem
Symbiose was working with a rigid order-taking system that operated separately for each brewery and cider producer.
Sales Director, Xavier Parenteau, was looking for a flexible system to centralize producer and customer data, and systematize sales activities according to the specifics of his business model.
Challenges faced by Symbiose’s business model:
The company represents three types of producers (wine, beer, cider) and sells to three types of customers (SAQ stores, restaurants, grocery stores), all with their own specific needs and operations.
Order-taking systems don’t allow for the pooling of producer and customer data, which entailed a lot of manual work, with high risk of error.
Symbiose was looking for a simple, flexible, and affordable CRM, and especially wanted to work with a Canadian, Quebec-based company.
"Cone's simplicity and customizability support our unique business model, freeing up time and making points of contact more relevant to our customers."
Key Benefits
Thanks to Cone's flexibility, Symbiose was able to easily adapt the CRM to serve their unique business model.
Centralized the view of each customer by category and by producer, using the customer file profiling fields.
Optimized sales reps’ workflow on the road, with personalized display of the customer file, including product preferences, and days and times of visits.
Increased sales through personalized product lists sent via the e-mail module. Symbiose was previously using Excel documents and PDF lists.
The systematization of processes and implementation of automations have resulted in enormous time savings:
Building e-mail campaigns in advance frees up time to respond to customers’ often unforeseen and immediate needs.
Customers can now create their own account by entering their details in a form, which automatically creates a customer file (use of Forms module.)
The self-service portal allows sales managers to track their usage of CRM data.
Follow-up tasks with automated email triggers help with the evaluation of installed refrigeration systems.
With Cone, the sales manager no longer needs to work weekends and has found a better work-life balance!
How can Cone help you build stronger relationships with your customers?
Never miss another follow-up. Automate manual tasks. Focus your efforts in the right place, at the right time.
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