Our Microsoft Dynamics NAV experts evaluated different solutions on the market. We finally chose Anveo because the Anveo Mobile App met all of our requirements and impressed us with its usability.
With the offline-capable Anveo Mobile App, Westons has boosted the productivity of its sales processes by 20%
H. Weston & Sons Ltd is a producer of Cider and Perry and has been family-owned since its foundation in 1880. In its fifth generation, the company offers a wide range of alcoholic beverages made from apples and pears which are harvested from their own orchards and orchards from the surrounding countryside in Herefordshire, UK. With about 240 employees, Westons exports to more than 40 different countries worldwide generating a turnover of over £60 million.
Weston’s distribution is organized into off-trade (independent retail) and on-trade (bars, pubs, restaurants). In both segments, sales representatives were on the road taking orders, either via spreadsheets or as handwritten notes. All information was then transferred to the headquarters by email or phone to be keyed manually into Microsoft Dynamics NAV. Due to this procedure, the administrative data input was often delayed or no longer relevant.
In addition, the Customer or history records of customers was not equally available to all employees. “Soft” but important information about customers’ preferences was only stored in the the respective sales person’s mind. If this employee were to leave the company, all this information/knowledge would be lost.
To avoid this, the field representatives had to spend one day per week at the office updating the information in the Microsoft Dynamics NAV system instead of doing their actual job, active selling or acquisition of new customers.
Requirements and Solution
In order to improve efficiency, remove redundant work and streamline the whole sales process, Westons looked for a mobile solution that is:
- Fully-integrated in Microsoft Dynamics NAV
- 100% offline-capable
- Easy to configure for developers
- Easy to handle for users
- Compatible with the DrinkIT solution
“We wanted a fairly basic system and didn’t want to make it too complicated for our Account Managers. The more complicated it is, the less it is used. Usability was therefore at the focus of decision-making. The Anveo Mobile App has convinced us because it is very easy to use and had the best look and feel. The level of training needed was minimal.”, says Carol Stephens, Point of Sale Manager at Westons.
Industry: Production of Ciders and Perries
Employees: about 240
Sites: Headquarter in Ledbury, Herefordshire (United Kingdom) and since 2012 Australian subsidiaries of Westons World Brands in Perth and Melbourne
Go-Live with Anveo: Australia in March 2016, UK in September 2017
Customized cellar job card with general customer information for Westons’ on-trade sales staff.
Customized cellar service card for creating new cellar jobs and POS lines
Main Tasks of the Anveo Mobile App at Westons
- Prepare and follow-up customer visits
- Create sales orders
- Access bar plans (On-Trade)
- Monitor competitors on the shelves (Off-Trade)
- Look up appointments and locations
Project Implementation And Results
When implementing the project, Westons started with the ready-to-use Sales App that Anveo offers. Additional features were then identified and the app was configured to meet the individual requirements. In this iterative development process, customizations were repeatedly developed and pre-tested in the UK headquarter.
The first go-live was carried out for the staff of Westons’ Australian subsidiary in 2016. After the successful first test, the solution was expanded and in 2017, the go-live then took place in the United Kingdom as well.
“At first, our account managers were a little skeptical about the new processes but soon they enjoyed the Anveo Mobile App”, Carol Stephens remembers. “They especially appreciate having the customer’s entire history at their fingertips.”
Summary And Outlook
With the Anveo Mobile App, Westons has significantly improved efficiency and transparency in its sales processes. Data can now be entered easily into Microsoft Dynamics NAV while on the road and all important information are available for the sales team anywhere and anytime. The weekly office day could also be saved which resulted in a higher customer-facing time. Account managers can now focus on their main duties and no longer have to spend too much of their valuable time on administrative tasks. In addition, Westons’ headquarter has been able to save a lot of time in order processing, as the orders are sent directly to the Microsoft Dynamics NAV system via Anveo.
We are delighted that our customer Westons was able to save a day a week from each of their account managers to be in the office. Administrative work gets done on the road now which is a huge cost benefit for our customer.
More Information about the Anveo Sales App
Connect your mobile sales team to Microsoft Dynamics NAV. Give your sales personnel access to their debtors, contact details, quotes and orders, product data and stock information and prices. Optimize with the Anveo Mobile App your sales process significantly, for example orders are transmitted directly to your ERP system after the meeting. Save valuable business time.
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